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

Currently, Xena Financial Planning, LLC holds 38 types of securities in its portfolio with a total value $104.2M. In the most recent quarter, they have increased their positions in SUSL (+10.5K shares, valued at $1.4M), EUSB (+31.0K shares, valued at $1.3M), ESGD (+9.3K shares, valued at $954.2K); decreased their positions in VOO (-591 shares, valued at $405.9K), AAPL (-862 shares, valued at $249.4K), ESGU (-801 shares, valued at $131.1K); initiated new positions in SGOV (+4.5K shares, valued at $451.3K), N/A (+4.6K shares, valued at $444.8K), GOOGL (+625 shares, valued at $223.5K).

1M P&L

+823.9K+0.82%

3M P&L

+3.4M+3.49%

HY P&L

+9.3M+10.04%

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/A87.0M

87.6%

2Consumer Electronics10.6M

10.7%

3Internet Content & Information599.8K

0.6%

Top Industries by Stock Count

1N/A27 stocks

81.8%

2Internet Content & Information2 stocks

6.1%

3Consumer Electronics1 stocks

3.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VOO VANGUARD INDEX FDS23.2K shares-2.48%2026-06-302026-07-22

SPDW SPDR INDEX SHS FDS210.5K shares1.41%2026-06-302026-07-22

AAPL APPLE INC36.6K shares-2.30%2026-06-302026-07-22

SUSL ISHARES TR70.4K shares17.50%2026-06-302026-07-22

ESGD ISHARES TR75.1K shares14.09%2026-06-302026-07-22

VTEB VANGUARD MUN BD FDS138.9K shares1.81%2026-06-302026-07-22

IUSB ISHARES TR147.9K shares6.02%2026-06-302026-07-22

IAGG ISHARES TR104.7K shares5.81%2026-06-302026-07-22

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VXF VANGUARD INDEX FDS16.0K shares3.10%2026-06-302026-07-22

EUSB ISHARES TR76.7K shares67.80%2026-06-302026-07-22

SPEM SPDR INDEX SHS FDS62.3K shares3.04%2026-06-302026-07-22

FRDM EA SERIES TRUST43.7K shares-2.16%2026-06-302026-07-22

VANGUARD INDEX FDS VANGUARD INDEX FDS7.2K shares0.04%2026-06-302026-07-22

NUSC NUSHARES ETF TR44.0K shares8.57%2026-06-302026-07-22

MUB ISHARES TR13.7K shares10.08%2026-06-302026-07-22

ESGV VANGUARD WORLD FD10.1K shares1.68%2026-06-302026-07-22

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ISHARES TR ISHARES TR1.7K shares207.04%2026-06-302026-07-22

ESGU ISHARES TR7.7K shares-9.40%2026-06-302026-07-22

ESGE ISHARES INC10.5K shares-10.14%2026-06-302026-07-22

MSFT MICROSOFT CORP1.4K shares-10.27%2026-06-302026-07-22

EAGG ISHARES TR9.6K shares-13.21%2026-06-302026-07-22

SGOV ISHARES TR4.5K sharesnew addition2026-06-302026-07-22

BNDX VANGUARD CHARLOTTE FDS9.3K shares-11.12%2026-06-302026-07-22

ISHARES TR ISHARES TR4.6K sharesnew addition2026-06-302026-07-22

Sponsored

VT VANGUARD INTL EQUITY INDEX F2.6K shares-16.59%2026-06-302026-07-22

GOOG ALPHABET INC1.1K shares0.00%2026-06-302026-07-22

AOM ISHARES TR7.0K shares0.00%2026-06-302026-07-22

BRK.B BERKSHIRE HATHAWAY INC DEL678 shares0.00%2026-06-302026-07-22

BROADCOM INC BROADCOM INC813 shares0.00%2026-06-302026-07-22

JMSI J P MORGAN EXCHANGE TRADED F6.0K shares-20.78%2026-06-302026-07-22

NVDA NVIDIA CORPORATION1.4K shares0.00%2026-06-302026-07-22

VSGX VANGUARD WORLD FD3.4K shares1.70%2026-06-302026-07-22

Sponsored

ESML ISHARES TR4.4K shares-31.37%2026-06-302026-07-22

SCHF SCHWAB STRATEGIC TR8.4K shares-8.59%2026-06-302026-07-22

GOOGL ALPHABET INC625 sharesnew addition2026-06-302026-07-22

ITOT ISHARES TR1.4K sharesnew addition2026-06-302026-07-22

VB VANGUARD INDEX FDS685 sharesnew addition2026-06-302026-07-22

META PLATFORMS INC META PLATFORMS INC368 shares-28.13%2026-06-302026-07-22

VOO

VANGUARD INDEX FDS

-2.48%

Shares23.2K

Event2026-06-30

Filed2026-07-22

SPDW

SPDR INDEX SHS FDS

1.41%

Shares210.5K

Event2026-06-30

Filed2026-07-22

AAPL

APPLE INC

-2.30%

Shares36.6K

Event2026-06-30

Filed2026-07-22

SUSL

ISHARES TR

17.50%

Shares70.4K

Event2026-06-30

Filed2026-07-22

ESGD

ISHARES TR

14.09%

Shares75.1K

Event2026-06-30

Filed2026-07-22

VTEB

VANGUARD MUN BD FDS

1.81%

Shares138.9K

Event2026-06-30

Filed2026-07-22

IUSB

ISHARES TR

6.02%

Shares147.9K

Event2026-06-30

Filed2026-07-22

IAGG

ISHARES TR

5.81%

Shares104.7K

Event2026-06-30

Filed2026-07-22

VXF

VANGUARD INDEX FDS

3.10%

Shares16.0K

Event2026-06-30

Filed2026-07-22

EUSB

ISHARES TR

67.80%

Shares76.7K

Event2026-06-30

Filed2026-07-22

SPEM

SPDR INDEX SHS FDS

3.04%

Shares62.3K

Event2026-06-30

Filed2026-07-22

FRDM

EA SERIES TRUST

-2.16%

Shares43.7K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

0.04%

Shares7.2K

Event2026-06-30

Filed2026-07-22

NUSC

NUSHARES ETF TR

8.57%

Shares44.0K

Event2026-06-30

Filed2026-07-22

MUB

ISHARES TR

10.08%

Shares13.7K

Event2026-06-30

Filed2026-07-22

ESGV

VANGUARD WORLD FD

1.68%

Shares10.1K

Event2026-06-30

Filed2026-07-22

ISHARES TR

207.04%

Shares1.7K

Event2026-06-30

Filed2026-07-22

ESGU

ISHARES TR

-9.40%

Shares7.7K

Event2026-06-30

Filed2026-07-22

ESGE

ISHARES INC

-10.14%

Shares10.5K

Event2026-06-30

Filed2026-07-22

MSFT

MICROSOFT CORP

-10.27%

Shares1.4K

Event2026-06-30

Filed2026-07-22

EAGG

ISHARES TR

-13.21%

Shares9.6K

Event2026-06-30

Filed2026-07-22

SGOV

ISHARES TR

New

Shares4.5K

Event2026-06-30

Filed2026-07-22

BNDX

VANGUARD CHARLOTTE FDS

-11.12%

Shares9.3K

Event2026-06-30

Filed2026-07-22

ISHARES TR

New

Shares4.6K

Event2026-06-30

Filed2026-07-22

VANGUARD INTL EQUITY INDEX F

-16.59%

Shares2.6K

Event2026-06-30

Filed2026-07-22

GOOG

ALPHABET INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-22

AOM

ISHARES TR

0.00%

Shares7.0K

Event2026-06-30

Filed2026-07-22

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares678

Event2026-06-30

Filed2026-07-22

BROADCOM INC

0.00%

Shares813

Event2026-06-30

Filed2026-07-22

JMSI

J P MORGAN EXCHANGE TRADED F

-20.78%

Shares6.0K

Event2026-06-30

Filed2026-07-22

NVDA

NVIDIA CORPORATION

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-22

VSGX

VANGUARD WORLD FD

1.70%

Shares3.4K

Event2026-06-30

Filed2026-07-22

ESML

ISHARES TR

-31.37%

Shares4.4K

Event2026-06-30

Filed2026-07-22

SCHF

SCHWAB STRATEGIC TR

-8.59%

Shares8.4K

Event2026-06-30

Filed2026-07-22

GOOGL

ALPHABET INC

New

Shares625

Event2026-06-30

Filed2026-07-22

ITOT

ISHARES TR

New

Shares1.4K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

New

Shares685

Event2026-06-30

Filed2026-07-22

META PLATFORMS INC

-28.13%

Shares368

Event2026-06-30

Filed2026-07-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available