Sign In
test

Aryn Sands

Xena Financial Planning, Llc

Assets Managed
$104.237M
Holdings
38
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
17.63%(2Q avg: 10.84%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Xena Financial Planning, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 38 positions.

Assets under management

The assets under management (AUM) of Xena Financial Planning, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 104.237M in assets, with a quarterly growth rate of 17.63% and a 2-quarter average growth rate of 10.84%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -2.48%
15.3%
$15.94M
23,209 shares@ $686.82 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Increased 1.42%
10.18%
$10.606M
210,482 shares@ $50.39 avg price
AAPL
Apple Inc
Recent Activity
Decreased -2.3%
10.16%
$10.59M
36,598 shares@ $289.37 avg price
SUSL
Ishares Esg Msci Usa Leaders
Recent Activity
Increased 17.5%
8.97%
$9.34M
70,355 shares@ $132.77 avg price
ESGD
Ishares Trust Ishares Esg Aw
Recent Activity
Increased 14.1%
7.42%
$7.725M
75,138 shares@ $102.81 avg price
VTEB
Vanguard Tax-exempt Bond Etf
Recent Activity
Increased 1.82%
6.75%
$7.027M
138,926 shares@ $50.59 avg price
IUSB
Ishares Core Total Bond Etf
Recent Activity
Increased 6.02%
6.55%
$6.824M
147,870 shares@ $46.16 avg price
IAGG
Ishares Intl Aggregate Bond
Recent Activity
Increased 5.82%
5.09%
$5.299M
104,732 shares@ $50.61 avg price
VXF
Vanguard Extended Market Etf
Recent Activity
Increased 3.11%
3.78%
$3.938M
15,995 shares@ $246.22 avg price
EUSB
Ishares Esg Adv Tot Usd Bond
Recent Activity
Increased 67.81%
3.2%
$3.331M
76,669 shares@ $43.46 avg price

1-10 of 38