Filer Name: KEENER FINANCIAL PLANNING LLC
CIK: 2004495
Period: 2024-12-31
Filed At: 2025-01-29
Number of Holdings: 184
Portfolio Value: $0.17B

Keener Financial Planning Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
SPTM US SPDR PORTFOLIO S&P 1500 COMP 874,363 $62M 36.88% 9.6% -
VEA US VANGUARD FTSE DEVELOPED ETF 703,887 $34M 19.88% 16.6% -
IJR US ISHARES CORE S&P SMALL-CAP E 126,728 $15M 8.62% 15.4% -
AVLV US AVANTIS US LARGE CAP VALUE 167,394 $11M 6.60% 14.7% -
VWO US VANGUARD FTSE EMERGING MARKE 203,077 $9M 5.28% 17.9% -
VTI US VANGUARD TOTAL STOCK MKT ETF 15,086 $4M 2.58% 24.6% -
SPYV US SPDR PORT S&P 500 VALUE 73,394 $4M 2.22% 11.5% -
SPDW US SPDR PORTFOLIO DEVELOPED WOR 104,744 $4M 2.11% 7.7% -
DFAC US DIMENSIONAL US CORE EQUITY 2 62,582 $2M 1.28% 155.1% -
MSFT US MICROSOFT CORP 2,974 $1M 0.74% 12.4% -
AAPL US APPLE INC 4,928 $1M 0.73% 11.7% -
IVV US ISHARES CORE S&P 500 ETF 1,688 $1M 0.59% - -
SPSM US SPDR PORTFOLIO S&P 600 SMALL 21,274 $1M 0.56% 3.8% -
VTV US VANGUARD VALUE ETF 5,311 $1M 0.53% -1.0% -
VCIT US VANGUARD INT-TERM CORPORATE 10,755 $1M 0.51% -2.0% -
TXN US TEXAS INSTRUMENTS INC 4,386 $1M 0.49% -3.2% -
ITOT US ISHARES CORE S&P TOTAL U.S. 5,836 $1M 0.44% -4.8% -
ESGU US ISHARES ESG AWARE MSCI USA 5,525 $1M 0.42% -8.9% -
VTEB US VANGUARD TAX-EXEMPT BOND ETF 12,063 $1M 0.36% 6.7% -
NVDA US NVIDIA CORP 4,310 $1M 0.34% - -
SmartTypes

Empowering investors with intelligent data analytics and market insights.

Quick Links
Connect With Us