Xena Financial Planning, LLC
CIK: 0002101744SEC EDGAR →
Portfolio Value
$85K
Holdings
35
As of
Q4 2025
New Positions
35
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 36,284 | $9.9M | 11582.36% |
| 2 | SPDR INDEX SHS FDS | 207,277 | $9.2M | 10808.56% |
| 3 | VANGUARD MUN BD FDS | 135,534 | $6.8M | 8002.21% |
| 4 | ISHARES TR | 61,297 | $5.8M | 6843.27% |
| 5 | ISHARES TR | 124,837 | $5.8M | 6820.96% |
| 6 | ISHARES TR | 41,724 | $5.1M | 5940.30% |
| 7 | ISHARES TR | 83,114 | $4.2M | 4880.00% |
| 8 | VANGUARD INDEX FDS | 15,459 | $3.2M | 3795.03% |
| 9 | SPDR INDEX SHS FDS | 59,861 | $2.8M | 3290.12% |
| 10 | VANGUARD INDEX FDS | 7,716 | $2.6M | 3036.49% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 27 | $57.9M | 82.9% |
| Technology | 5 | $11.6M | 16.6% |
| Communication Services | 2 | $334K | 0.5% |
| Unknown | 1 | $340 | 0.0% |