Xena Financial Planning, LLC - Portfolio overview

Xena Financial Planning, LLC has 33 reported holdings in this dataset, with the latest filing dated 2026-04-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 16.07%
2. AAPL - APPLE INC, 10.73%
3. SPDW - SPDR INDEX SHS FDS, 10.70%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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