Instuitional Investor - Xena Financial Planning, Llc
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 23,209 | $15,940,325 | 15.29% | |
| 2. | Spdr Index Shs Fds - ST STR PO EX ETF | 210,482 | $10,606,173 | 10.18% | |
| 3. | AAPL | 36,598 | $10,590,065 | 10.16% | |
| 4. | Ishares Tr - ESG MSCI LEADR | 70,355 | $9,340,389 | 8.96% | |
| 5. | Ishares Tr - ESG AW MSCI EAFE | 75,138 | $7,724,925 | 7.41% |
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