Instuitional Investor - Xena Financial Planning, Llc
Fund Profile
Filing Period:
| Fund Name: | Xena Financial Planning, Llc |
| Portfolio Value | $85,164,295 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 22,843 | $14,325,658 | 16.82% | |
| 2. | AAPL | 36,284 | $9,864,232 | 11.58% | |
| 3. | Spdr Index Shs Fds | 207,277 | $9,205,163 | 10.81% | |
| 4. | Vanguard Mun Bd Fds | 135,534 | $6,815,991 | 8% | |
| 5. | Ishares Tr - ESG AW MSCI EAFE | 61,297 | $5,828,728 | 6.84% |
Hedge Fund Resource Center 
