Xena Financial Planning, LLC Q4 2025 Filing

Filed January 15, 2026

Portfolio Value

$85.2M

Holdings

35

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (35 positions)

#StockSharesValue% PortfolioType
1
VOOVANGUARD INDEX FDS
22,843$14.3M16.82%
2
AAPLAPPLE INC
36,284$9.9M11.58%
3
SPDWSPDR INDEX SHS FDS
207,277$9.2M10.81%
4
VTEBVANGUARD MUN BD FDS
135,534$6.8M8.00%
5
ESGDISHARES TR
61,297$5.8M6.84%
6
IUSBISHARES TR
124,837$5.8M6.82%
7
SUSLISHARES TR
41,724$5.1M5.94%
8
IAGGISHARES TR
83,114$4.2M4.88%
9
VXFVANGUARD INDEX FDS
15,459$3.2M3.80%
10
SPEMSPDR INDEX SHS FDS
59,861$2.8M3.29%
11
VTIVANGUARD INDEX FDS
7,716$2.6M3.04%
12
FRDMEA SERIES TRUST
43,389$2.2M2.61%
13
NUSCNUSHARES ETF TR
31,350$1.4M1.64%
14
ESGUISHARES TR
9,178$1.4M1.61%
15
MUBISHARES TR
11,918$1.3M1.50%
16
ESGVVANGUARD WORLD FD
9,994$1.2M1.42%
17
EUSBISHARES TR
24,460$1.1M1.26%
18
MSFTMICROSOFT CORP
1,922$929K1.09%
19
EAGGISHARES TR
13,549$648K0.76%
20
ESGEISHARES INC
13,030$575K0.68%
21
BNDXVANGUARD CHARLOTTE FDS
11,021$532K0.62%
22
JMSIJ P MORGAN EXCHANGE TRADED F
7,699$387K0.45%
23
ESMLISHARES TR
8,408$386K0.45%
24
IVVISHARES TR
534$365K0.43%
25
VTVANGUARD INTL EQUITY INDEX F
2,474$348K0.41%
26
BRK/BBERKSHIRE HATHAWAY INC DEL
678$340K0.40%
27
GOOGALPHABET INC
1,065$334K0.39%
28
AOMISHARES TR
6,960$332K0.39%
29
NVDANVIDIA CORPORATION
1,535$286K0.34%
30
AVGOBROADCOM INC
813$281K0.33%
31
METAMETA PLATFORMS INC
381$251K0.29%
32
SCHFSCHWAB STRATEGIC TR
10,153$244K0.29%
33
VSGXVANGUARD WORLD FD
3,364$240K0.28%
34
RBLXROBLOX CORP
2,927$237K0.28%
35
ITOTISHARES TR
1,355$201K0.24%