Xena Financial Planning, LLC

PORTLAND, OR · CIK 2101744 · 13F filing filed 2026-07-22

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyPortland, OR

$104.2m reported value +17.6% vs Q1 2026

38positions

77.3%in top 10

5 new 15 added 13 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	23,209	$15.9m15.29%	15.29%	Reduced -591	-591 -2.5%
2	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	210,482	$10.6m10.18%	10.18%	Added +2.9k	+2,931 1.4%
3	APPLE INC COM AAPL	AAPL	36,598	$10.6m10.16%	10.16%	Reduced -862	-862 -2.3%
4	ISHARES TR ESG MSCI LEADR SUSL	SUSL	70,355	$9.3m8.96%	8.96%	Added +10.5k	+10,477 17.5%
5	ISHARES TR ESG AW MSCI EAFE ESGD	ESGD	75,138	$7.7m7.41%	7.41%	Added +9.3k	+9,281 14.1%
6	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	138,926	$7.0m6.74%	6.74%	Added +2.5k	+2,476 1.8%
7	ISHARES TR CORE TOTAL USD IUSB	IUSB	147,870	$6.8m6.55%	6.55%	Added +8.4k	+8,393 6.0%
8	ISHARES TR CORE INTL AGGR IAGG	IAGG	104,732	$5.3m5.08%	5.08%	Added +5.8k	+5,752 5.8%
9	VANGUARD INDEX FDS EXTEND MKT ETF VXF	VXF	15,995	$3.9m3.78%	3.78%	Added +481	+481 3.1%
10	ISHARES TR ESG ADV TTL USD EUSB	EUSB	76,669	$3.3m3.20%	3.20%	Added +31.0k	+30,979 67.8%
11	SPDR INDEX SHS FDS PORTFOLIO EMG MK SPEM	SPEM	62,343	$3.2m3.10%	3.10%	Added +1.8k	+1,838 3.0%
12	EA SERIES TRUST FREEDOM 100 EM FRDM	FRDM	43,748	$3.2m3.06%	3.06%	Reduced -966	-966 -2.2%
13	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	7,197	$2.7m2.56%	2.56%	Added +3	+3 0.0%
14	NUSHARES ETF TR NUVEEN ESG SMLCP NUSC	NUSC	43,965	$2.3m2.20%	2.20%	Added +3.5k	+3,469 8.6%
15	ISHARES TR NATIONAL MUN ETF MUB	MUB	13,740	$1.5m1.42%	1.42%	Added +1.3k	+1,258 10.1%
16	VANGUARD WORLD FD ESG US STK ETF ESGV	ESGV	10,117	$1.3m1.28%	1.28%	Added +167	+167 1.7%
17	ISHARES TR CORE S&P500 ETF IVV	IVV	1,701	$1.3m1.22%	1.22%	Added +1.1k	+1,147 207.0%
18	ISHARES TR ESG AWR MSCI USA ESGU	ESGU	7,720	$1.3m1.21%	1.21%	Reduced -801	-801 -9.4%
19	ISHARES INC ESG AWR MSCI EM ESGE	ESGE	10,458	$571.9k0.55%	0.55%	Reduced -1.2k	-1,180 -10.1%
20	MICROSOFT CORP COM MSFT	MSFT	1,441	$537.6k0.52%	0.52%	Reduced -165	-165 -10.3%
21	ISHARES TR ESG AWR US AGRGT EAGG	EAGG	9,564	$453.4k0.44%	0.44%	Reduced -1.5k	-1,456 -13.2%
22	ISHARES TR 0-3 MNTH TREASRY SGOV	SGOV	4,483	$451.3k0.43%	0.43%	New
23	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	9,267	$448.8k0.43%	0.43%	Reduced -1.2k	-1,160 -11.1%
24	ISHARES TR CORE MSCI EAFE IEFA	IEFA	4,605	$444.8k0.43%	0.43%	New
25	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	2,585	$405.7k0.39%	0.39%	Reduced -514	-514 -16.6%
26	ALPHABET INC CAP STK CL C GOOG	GOOG	1,065	$376.3k0.36%	0.36%	Unchanged
27	ISHARES TR MODERT ALLOC ETF AOM	AOM	6,960	$347.2k0.33%	0.33%	Unchanged
28	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	678	$339.3k0.33%	0.33%	Unchanged
29	BROADCOM INC COM AVGO	AVGO	813	$307.1k0.29%	0.29%	Unchanged
30	J P MORGAN EXCHANGE TRADED F SUSTAINABLE MUNI JMSI	JMSI	6,015	$303.4k0.29%	0.29%	Reduced -1.6k	-1,578 -20.8%
31	NVIDIA CORPORATION COM NVDA	NVDA	1,428	$285.7k0.27%	0.27%	Unchanged
32	VANGUARD WORLD FD ESG INTL STK ETF VSGX	VSGX	3,353	$276.1k0.26%	0.26%	Added +56	+56 1.7%
33	ISHARES TR ESG AWARE MSCI ESML	ESML	4,420	$247.2k0.24%	0.24%	Reduced -2.0k	-2,020 -31.4%
34	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	8,368	$231.8k0.22%	0.22%	Reduced -786	-786 -8.6%
35	ALPHABET INC CAP STK CL A GOOGL	GOOGL	625	$223.5k0.21%	0.21%	New
36	ISHARES TR CORE S&P TTL STK ITOT	ITOT	1,355	$222.6k0.21%	0.21%	New
37	VANGUARD INDEX FDS SMALL CP ETF VB	VB	685	$207.6k0.20%	0.20%	New
38	META PLATFORMS INC CL A META	META	368	$207.3k0.20%	0.20%	Reduced -144	-144 -28.1%