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The Analysis of Xena Financial Planning, LLC's Holdings & P&L

Currently, Xena Financial Planning, LLC holds 33 types of securities in its portfolio with a total value $88.6M. In the most recent quarter, they have increased their positions in SUSL (+18.2K shares, valued at $2.1M), EUSB (+21.2K shares, valued at $923.5K), IAGG (+15.9K shares, valued at $793.9K); decreased their positions in VTI (-522 shares, valued at $167.5K), EAGG (-2.5K shares, valued at $120.3K), MSFT (-316 shares, valued at $117.0K).

1M P&L

+402.0K+0.50%

3M P&L

+2.5M+3.26%

HY P&L

+4.7M+6.14%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A62.9M

85.5%

2Consumer Electronics9.5M

12.9%

3Software - Infrastructure594.5K

0.8%

Top Industries by Stock Count

1N/A25 stocks

86.2%

2Consumer Electronics1 stocks

3.4%

3Internet Content & Information1 stocks

3.4%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS23.8K shares4.19%2026-03-312026-04-14

AAPL APPLE INC37.5K shares3.24%2026-03-312026-04-14

SPDW SPDR INDEX SHS FDS207.6K shares0.13%2026-03-312026-04-14

VTEB VANGUARD MUN BD FDS136.4K shares0.68%2026-03-312026-04-14

SUSL ISHARES TR59.9K shares43.51%2026-03-312026-04-14

IUSB ISHARES TR139.5K shares11.73%2026-03-312026-04-14

ESGD ISHARES TR65.9K shares7.44%2026-03-312026-04-14

IAGG ISHARES TR99.0K shares19.09%2026-03-312026-04-14

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VXF VANGUARD INDEX FDS15.5K shares0.36%2026-03-312026-04-14

SPEM SPDR INDEX SHS FDS60.5K shares1.08%2026-03-312026-04-14

FRDM EA SERIES TRUST44.7K shares3.05%2026-03-312026-04-14

VTI VANGUARD INDEX FDS7.2K shares-6.77%2026-03-312026-04-14

EUSB ISHARES TR45.7K shares86.79%2026-03-312026-04-14

NUSC NUSHARES ETF TR40.5K shares29.17%2026-03-312026-04-14

MUB ISHARES TR12.5K shares4.73%2026-03-312026-04-14

ESGU ISHARES TR8.5K shares-7.16%2026-03-312026-04-14

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ESGV VANGUARD WORLD FD9.9K shares-0.44%2026-03-312026-04-14

MSFT MICROSOFT CORP1.6K shares-16.44%2026-03-312026-04-14

ESGE ISHARES INC11.6K shares-10.68%2026-03-312026-04-14

EAGG ISHARES TR11.0K shares-18.67%2026-03-312026-04-14

BNDX VANGUARD CHARLOTTE FDS10.4K shares-5.39%2026-03-312026-04-14

VT VANGUARD INTL EQUITY INDEX F3.1K shares25.26%2026-03-312026-04-14

JMSI J P MORGAN EXCHANGE TRADED F7.6K shares-1.38%2026-03-312026-04-14

IVV ISHARES TR554 shares3.75%2026-03-312026-04-14

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AOM ISHARES TR7.0K shares0.00%2026-03-312026-04-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL678 shares0.00%2026-03-312026-04-14

ALPHABET INC ALPHABET INC1.1K shares0.00%2026-03-312026-04-14

ESML ISHARES TR6.4K shares-23.41%2026-03-312026-04-14

META META PLATFORMS INC512 shares34.38%2026-03-312026-04-14

BROADCOM INC BROADCOM INC813 shares0.00%2026-03-312026-04-14

NVDA NVIDIA CORPORATION1.4K shares-6.97%2026-03-312026-04-14

VSGX VANGUARD WORLD FD3.3K shares-1.99%2026-03-312026-04-14

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SCHF SCHWAB STRATEGIC TR9.2K shares-9.84%2026-03-312026-04-14

VANGUARD INDEX FDS

4.19%

Shares23.8K

Event2026-03-31

Filed2026-04-14

AAPL

APPLE INC

3.24%

Shares37.5K

Event2026-03-31

Filed2026-04-14

SPDW

SPDR INDEX SHS FDS

0.13%

Shares207.6K

Event2026-03-31

Filed2026-04-14

VTEB

VANGUARD MUN BD FDS

0.68%

Shares136.4K

Event2026-03-31

Filed2026-04-14

SUSL

ISHARES TR

43.51%

Shares59.9K

Event2026-03-31

Filed2026-04-14

IUSB

ISHARES TR

11.73%

Shares139.5K

Event2026-03-31

Filed2026-04-14

ESGD

ISHARES TR

7.44%

Shares65.9K

Event2026-03-31

Filed2026-04-14

IAGG

ISHARES TR

19.09%

Shares99.0K

Event2026-03-31

Filed2026-04-14

VXF

VANGUARD INDEX FDS

0.36%

Shares15.5K

Event2026-03-31

Filed2026-04-14

SPEM

SPDR INDEX SHS FDS

1.08%

Shares60.5K

Event2026-03-31

Filed2026-04-14

FRDM

EA SERIES TRUST

3.05%

Shares44.7K

Event2026-03-31

Filed2026-04-14

VTI

VANGUARD INDEX FDS

-6.77%

Shares7.2K

Event2026-03-31

Filed2026-04-14

EUSB

ISHARES TR

86.79%

Shares45.7K

Event2026-03-31

Filed2026-04-14

NUSC

NUSHARES ETF TR

29.17%

Shares40.5K

Event2026-03-31

Filed2026-04-14

MUB

ISHARES TR

4.73%

Shares12.5K

Event2026-03-31

Filed2026-04-14

ESGU

ISHARES TR

-7.16%

Shares8.5K

Event2026-03-31

Filed2026-04-14

ESGV

VANGUARD WORLD FD

-0.44%

Shares9.9K

Event2026-03-31

Filed2026-04-14

MSFT

MICROSOFT CORP

-16.44%

Shares1.6K

Event2026-03-31

Filed2026-04-14

ESGE

ISHARES INC

-10.68%

Shares11.6K

Event2026-03-31

Filed2026-04-14

EAGG

ISHARES TR

-18.67%

Shares11.0K

Event2026-03-31

Filed2026-04-14

BNDX

VANGUARD CHARLOTTE FDS

-5.39%

Shares10.4K

Event2026-03-31

Filed2026-04-14

VANGUARD INTL EQUITY INDEX F

25.26%

Shares3.1K

Event2026-03-31

Filed2026-04-14

JMSI

J P MORGAN EXCHANGE TRADED F

-1.38%

Shares7.6K

Event2026-03-31

Filed2026-04-14

IVV

ISHARES TR

3.75%

Shares554

Event2026-03-31

Filed2026-04-14

AOM

ISHARES TR

0.00%

Shares7.0K

Event2026-03-31

Filed2026-04-14

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares678

Event2026-03-31

Filed2026-04-14

ALPHABET INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-14

ESML

ISHARES TR

-23.41%

Shares6.4K

Event2026-03-31

Filed2026-04-14