Xena Financial Planning, LLC
Q4 2025 13F Holdings
- Locationportland, OR
- Num holdings
35
- Value ($000)
$85,164
- Date Filed01/15/2026
- Form type13F-HR
- CIK0002101744
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
V VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $14.33M | 17 % | 22,843 | ||
A APPLE INC | COM | 037833100 | $9.86M | 12 % | 36,284 | ||
S SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $9.21M | 11 % | 207,277 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $6.82M | 8 % | 135,534 | ||
E ISHARES TR | ESG AW MSCI EAFE | 46435G516 | $5.83M | 7 % | 61,297 | ||
I ISHARES TR | CORE UNIVRSL USD | 46434V613 | $5.81M | 7 % | 124,837 | ||
S ISHARES TR | ESG MSCI LEADR | 46435U218 | $5.06M | 6 % | 41,724 | ||
I ISHARES TR | CORE INTL AGGR | 46435G672 | $4.16M | 5 % | 83,114 | ||
V VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | $3.23M | 4 % | 15,459 | ||
S SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | $2.8M | 3 % | 59,861 |
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