XFP
Xena Financial Planning Portfolio holdings
AUM
$85.2M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$85.2M
AUM Growth
–
Holding
35
Top Buys
| 1 | +$14.3M | |
| 2 | +$9.86M | |
| 3 | +$9.21M | |
| 4 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$6.82M |
| 5 |
iShares ESG Aware MSCI EAFE ETF
ESGD
|
+$5.83M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 13.34% |
| 2 | Communication Services | 0.97% |
| 3 | Financials | 0.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Berkshire Hathaway Class B
BRK.B
$1.09T
| $341K | 0.4% |
+678
|
|
||
27
Alphabet (Google) Class C
GOOG
$4.02T
| $334K | 0.39% |
+1,065
|
|
||
28
iShares Core Moderate Allocation ETF
AOM
$1.7B
| $332K | 0.39% |
+6,960
|
|
||
29
NVIDIA
NVDA
$4.23T
| $286K | 0.34% |
+1,535
|
|
||
30
Broadcom
AVGO
$1.46T
| $281K | 0.33% |
+813
|
|
||
31
Meta Platforms (Facebook)
META
$1.69T
| $251K | 0.3% |
+381
|
|
||
32
Schwab International Equity ETF
SCHF
$59.2B
| $244K | 0.29% |
+10,153
|
|
||
33
Vanguard ESG International Stock ETF
VSGX
$5.97B
| $241K | 0.28% |
+3,364
|
|
||
34
Roblox
RBLX
$44.3B
| $237K | 0.28% |
+2,927
|
|
||
35
iShares Core S&P Total US Stock Market ETF
ITOT
$81.9B
| $201K | 0.24% |
+1,355
|
|