account_balance
Investment manager · 13F filer · SEC CIK 2101744
Xena Financial Planning, LLC
Reported value$105Mas of Sep 30, 2026
Positions38 2 new, 2 sold out
Top 10 weight77.1%VOO alone is 16%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
16.1%Added +4%
AAPLApple Inc.
11.3%Trimmed −3%
SPDWSPDR Index SHS FDS
10.1%
SUSLiShares Tr
8.7%Trimmed −5%
ESGDiShares Tr
7.0%Trimmed −5%
IUSBiShares Tr
6.9%Added +10%
IAGGiShares Tr
5.2%Added +5%
VTEBVanguard Mun Bd FDS
5.0%Trimmed −20%
VXFVanguard Index FDS
3.6%+3%
SPEMSPDR Index SHS FDS
3.2%
FRDMEa Series Trust
3.0%
EUSBiShares Tr
2.9%−6%
VOOVanguard Index FDS
16.1%Added +4%
AAPLApple Inc.
11.3%Trimmed −3%
SPDWSPDR Index SHS FDS
10.1%
SUSLiShares Tr
8.7%−5%
ESGDiShares Tr
7.0%
IUSBiShares Tr
6.9%
IAGGiShares Tr
5.2%
VTEBVanguard Mun Bd FDS
5.0%
VXF3.6%
SPEM
FRDM
EUSB
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard Index FDS 16.1% Added +4%
AAPL Apple Inc. 11.3% Trimmed −3%SPDW SPDR Index SHS FDS 10.1% Held
SUSL iShares Tr 8.7% Trimmed −5%
ESGD iShares Tr 7.0% Trimmed −5%
IUSB iShares Tr 6.9% Added +10%
IAGG iShares Tr 5.2% Added +5%
VTEB Vanguard Mun Bd FDS 5.0% Trimmed −20%
VXF Vanguard Index FDS 3.6% Added +3%
SPEM SPDR Index SHS FDS 3.2% Added +3%
FRDM Ea Series Trust 3.0% Held
EUSB iShares Tr 2.9% Trimmed −6%
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- VEA $410K
- SCHX $215K
arrow_upwardAdded
- MUB +100%
- IUSB +10%
- IAGG +5%
- VOO +4%
arrow_downwardTrimmed
- ESGE −28%
- NVDA −26%
- VTEB −20%
- ESGU −20%
remove_circleSold out
- JMSI $303K
- VB $208K
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