Xena Financial Planning

Xena Financial Planning as of March 31, 2026

Portfolio Holdings for Xena Financial Planning

Xena Financial Planning holds 33 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 16.1 $14M 24k 598.33
Apple (AAPL) 10.7 $9.5M 38k 253.79
Spdr Index Shs Fds State Street Spd (SPDW) 10.7 $9.5M 208k 45.70
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 7.7 $6.8M 137k 49.89
Ishares Tr Esg Msci Leadr (SUSL) 7.7 $6.8M 60k 113.60
Ishares Tr Core Univrsl Usd (IUSB) 7.3 $6.4M 140k 46.19
Ishares Tr Esg Aw Msci Eafe (ESGD) 7.1 $6.3M 66k 95.62
Ishares Tr Core Intl Aggr (IAGG) 5.6 $5.0M 99k 50.04
Vanguard Index Fds Extend Mkt Etf (VXF) 3.6 $3.2M 16k 206.05
Spdr Index Shs Fds State Street Spd (SPEM) 3.2 $2.8M 61k 46.97
Ea Series Trust Freedom 100 Em (FRDM) 2.8 $2.4M 45k 54.65
Vanguard Index Fds Total Stk Mkt (VTI) 2.6 $2.3M 7.2k 320.81
Ishares Tr Esg Advanced Uni (EUSB) 2.2 $2.0M 46k 43.50
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 2.1 $1.8M 41k 45.06
Ishares Tr National Mun Etf (MUB) 1.5 $1.3M 13k 106.15
Ishares Tr Esg Awr Msci Usa (ESGU) 1.4 $1.2M 8.5k 141.41
Vanguard World Esg Us Stk Etf (ESGV) 1.3 $1.1M 10k 112.27
Microsoft Corporation (MSFT) 0.7 $595k 1.6k 370.20
Ishares Esg Awr Msci Em (ESGE) 0.6 $529k 12k 45.47
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.6 $524k 11k 47.55
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.6 $501k 10k 48.05
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.5 $429k 3.1k 138.32
J P Morgan Exchange Traded F Sustainable Muni (JMSI) 0.4 $378k 7.6k 49.75
Ishares Tr Core S&p500 Etf (IVV) 0.4 $362k 554.00 653.21
Ishares Tr Core 40/60 Moder (AOM) 0.4 $330k 7.0k 47.37
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $325k 678.00 479.20
Alphabet Cap Stk Cl C (GOOG) 0.3 $306k 1.1k 286.86
Ishares Tr Esg Aware Msci (ESML) 0.3 $303k 6.4k 47.02
Meta Platforms Cl A (META) 0.3 $293k 512.00 572.13
Broadcom (AVGO) 0.3 $252k 813.00 309.51
NVIDIA Corporation (NVDA) 0.3 $249k 1.4k 174.40
Vanguard World Esg Intl Stk Etf (VSGX) 0.3 $237k 3.3k 71.73
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $227k 9.2k 24.75