StockDriftsStockDriftsTop 33 Xena Financial Planning, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 16.07% | 23.8K | $14.2M | +4.19%(+957) | $619.46(+7.40%) | 2026-03-31 | |
| AAPL | APPLE INC | 10.73% | 37.5K | $9.5M | +3.24%(+1.18K) | $263.23(+7.96%) | 2026-03-31 | |
| SPDW | SPDR INDEX SHS FDS | 10.7% | 207.6K | $9.5M | +0.13%(+274) | $43.60(+12.82%) | 2026-03-31 | |
| VTEB | VANGUARD MUN BD FDS | 7.68% | 136.4K | $6.8M | +0.68%(+916) | $50.18(-0.08%) | 2026-03-31 | |
| SUSL | ISHARES TR | 7.68% | 59.9K | $6.8M | +43.51%(+18.15K) | $118.63(+7.28%) | 2026-03-31 | |
| IUSB | ISHARES TR | 7.27% | 139.5K | $6.4M | +11.73%(+14.64K) | $46.60(-1.22%) | 2026-03-31 | |
| ESGD | ISHARES TR | 7.11% | 65.9K | $6.3M | +7.44%(+4.56K) | $94.13(+7.12%) | 2026-03-31 | |
| IAGG | ISHARES TR | 5.59% | 99.0K | $5.0M | +19.09%(+15.87K) | $50.52(-1.30%) | 2026-03-31 | |
| VXF | VANGUARD INDEX FDS | 3.61% | 15.5K | $3.2M | +0.36%(+55) | $209.22(+9.59%) | 2026-03-31 | |
| SPEM | SPDR INDEX SHS FDS | 3.21% | 60.5K | $2.8M | +1.08%(+644) | $46.81(+10.30%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +0.53% | +1.60% |
| Top 20 Holdings Unweighted | +0.23% | +0.69% |
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