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 | 23,800 | $14,240,324 | 16.07% | |
| 2. | AAPL | 37,460 | $9,507,033 | 10.73% | |
| 3. | Spdr Index Shs Fds | 207,551 | $9,484,812 | 10.7% | |
| 4. | Vanguard Mun Bd Fds | 136,450 | $6,807,508 | 7.68% | |
| 5. | Ishares Tr - ESG MSCI LEADR | 59,878 | $6,802,258 | 7.68% |
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