Xena Financial Planning, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| iShares MSCI UAE ETF | $201.5K | 0.2% |
| ROBLOX Corp | $237.2K | 0.3% |
| VANGUARD WORLD FD | $240.9K | 0.3% |
| SCHWAB STRATEGIC TR | $244.1K | 0.3% |
| Meta Platforms Inc | $251.5K | 0.3% |
| Broadcom Inc. | $281.4K | 0.3% |
| NVIDIA Corp | $286.3K | 0.3% |
| ISHARES TR | $332.2K | 0.4% |
| Alphabet Inc. | $334.2K | 0.4% |
| Warren E. Buffett | $340.8K | 0.4% |
| VANGUARD INTL EQUITY INDEX F | $349.0K | 0.4% |
| ISHARES TR | $365.8K | 0.4% |
| ISHARES TR | $386.6K | 0.5% |
| J P MORGAN EXCHANGE TRADED F | $387.9K | 0.5% |
| VANGUARD CHARLOTTE FDS | $532.5K | 0.6% |
| ISHARES INC | $575.5K | 0.7% |
| ISHARES TR | $648.3K | 0.8% |
| MICROSOFT CORP | $929.7K | 1.1% |
| ISHARES TR | $1.07M | 1.3% |
| VANGUARD WORLD FD | $1.21M | 1.4% |
| ISHARES TR | $1.28M | 1.5% |
| ISHARES TR | $1.37M | 1.6% |
| NUSHARES ETF TR | $1.40M | 1.6% |
| EA SERIES TRUST | $2.22M | 2.6% |
| VANGUARD INDEX FDS | $2.59M | 3.0% |
| SPDR INDEX SHS FDS | $2.80M | 3.3% |
| VANGUARD INDEX FDS | $3.23M | 3.8% |
| ISHARES TR | $4.16M | 4.9% |
| iShares MSCI UAE ETF | $5.06M | 5.9% |
| ISHARES TR | $5.81M | 6.8% |
| ISHARES TR | $5.83M | 6.8% |
| VANGUARD MUN BD FDS | $6.82M | 8.0% |
| SPDR INDEX SHS FDS | $9.21M | 10.8% |
| Apple Inc. | $9.86M | 11.6% |
| VANGUARD INDEX FDS | $14.33M | 16.8% |