Xena Financial Planning, LLC Portfolio Holdings by Sector

Xena Financial Planning, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VOO SPDW VTEB ESGD IUSB SUSL IAGG VXF 24 stocks	$68.6 Million 81.95% of portfolio	24	-	24	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$9.86 Million 11.78% of portfolio	1	-	1	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$2.59 Million 3.09% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$929,735 1.11% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG META 2 stocks	$585,691 0.7% of portfolio	2	-	2	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO 2 stocks	$567,657 0.68% of portfolio	2	-	2	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$340,797 0.41% of portfolio	1	-	1	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services RBLX 1 stocks	$237,175 0.28% of portfolio	1	-	1	-	0 Calls 0 Puts

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