Institutions / Xena Financial Planning, LLC
Xena Financial Planning, LLC
CIK 2101744 · Institution · as of Dec 31, 2025
Portfolio value
$85.16M
Positions
35
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 35 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $14.33M | 16.8% |
| Apple Inc. | $9.86M | 11.6% |
| SPDR Index Shs Fds | $9.21M | 10.8% |
| Vanguard Mun Bd Fds | $6.82M | 8.0% |
| iShares Tr | $5.83M | 6.8% |
| iShares Tr | $5.81M | 6.8% |
| iShares MSCI UAE ETF | $5.06M | 5.9% |
| iShares Tr | $4.16M | 4.9% |
| Vanguard Index Fds | $3.23M | 3.8% |
| SPDR Index Shs Fds | $2.80M | 3.3% |
| Vanguard Index Fds | $2.59M | 3.0% |
| Ea Series Trust | $2.22M | 2.6% |
| Nushares ETF Tr | $1.40M | 1.6% |
| iShares Tr | $1.37M | 1.6% |
| iShares Tr | $1.28M | 1.5% |
| Vanguard World Fd | $1.21M | 1.4% |
| iShares Tr | $1.07M | 1.3% |
| Microsoft Corp | $929.7K | 1.1% |
| iShares Tr | $648.3K | 0.8% |
| iShares Inc | $575.5K | 0.7% |
| Vanguard Charlotte Fds | $532.5K | 0.6% |
| J P Morgan Exchange Traded F | $387.9K | 0.5% |
| iShares Tr | $386.6K | 0.5% |
| iShares Tr | $365.8K | 0.4% |
| Vanguard Intl Equity Index F | $349.0K | 0.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.