Xena Financial Planning, LLC: 13F holdings
CIK 21017442026Q2
| Positions | 38 |
|---|---|
| Reported value | $104.2m |
| Filed | 2026-07-22 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VOO VANGUARD INDEX FDS | 23,209 | $15.9m | 15.3% |
| EWU SPDR INDEX SHS FDS | 210,482 | $10.6m | 10.2% |
| AAPL APPLE INC | 36,598 | $10.6m | 10.2% |
| SUSL ISHARES TR | 70,355 | $9.3m | 9.0% |
| EFA ISHARES TR | 75,138 | $7.7m | 7.4% |
| VTEB VANGUARD MUN BD FDS | 138,926 | $7.0m | 6.7% |
| IUSB ISHARES TR | 147,870 | $6.8m | 6.5% |
| IAGG ISHARES TR | 104,732 | $5.3m | 5.1% |
| VXF VANGUARD INDEX FDS | 15,995 | $3.9m | 3.8% |
| EUSB ISHARES TR | 76,669 | $3.3m | 3.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2101744")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.