Keener Financial Planning LLC Top Holdings and 13F Report (2024) About Keener Financial Planning LLCInvestment ActivityKeener Financial Planning LLC has $200.58 thousand in total holdings as of December 31, 2023.Keener Financial Planning LLC owns shares of 219 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 16.29% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Keener Financial Planning LLC has purchased 183 new stocks and bought additional shares in 47 stocks.Keener Financial Planning LLC sold shares of 4 stocks and completely divested from 14 stocks this quarter.Largest Holdings SPDR Portfolio S&P 1500 Composite Stock Market ETF $72,527Vanguard FTSE Developed Markets ETF $43,497iShares Core S&P Small-Cap ETF $16,575Avantis U.S. Large Cap Value ETF $13,604Vanguard FTSE Emerging Markets ETF $10,947 Largest New Holdings this Quarter 78464A409 - SPDR Portfolio S&P 500 Growth ETF $356 Holding007903107 - Advanced Micro Devices $283 Holding459200101 - International Business Machines $139 Holding921946794 - Vanguard International High Dividend Yield ETF $120 Holding921946810 - Vanguard International Dividend Appreciation ETF $116 Holding Largest Purchases this Quarter SPDR Portfolio S&P 1500 Composite Stock Market ETF 148,688 shares (about $11.14K)Vanguard FTSE Developed Markets ETF 91,131 shares (about $5.20K)iShares Core S&P Small-Cap ETF 30,856 shares (about $3.37K)Avantis U.S. Large Cap Value ETF 41,849 shares (about $2.85K)Vanguard FTSE Emerging Markets ETF 34,032 shares (about $1.68K) Largest Sales this Quarter SPDR Portfolio Emerging Markets ETF 960 shares (about $40.97)SPDR Portfolio Short Term Corporate Bond ETF 1,142 shares (about $34.38)SPDR Portfolio Aggregate Bond ETF 563 shares (about $14.25)Schwab U.S. TIPS ETF 172 shares (about $4.41) Sector Allocation Over TimeMap of 500 Largest Holdings ofKeener Financial Planning LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$72,527$11,135 ▲18.1%968,45436.2%ETFVEAVanguard FTSE Developed Markets ETF$43,497$5,195 ▲13.6%762,98421.7%ETFIJRiShares Core S&P Small-Cap ETF$16,575$3,372 ▲25.5%151,6688.3%ETFAVLVAvantis U.S. Large Cap Value ETF$13,604$2,855 ▲26.6%199,4436.8%ETFVWOVanguard FTSE Emerging Markets ETF$10,947$1,683 ▲18.2%221,3365.5%ETFVTIVanguard Total Stock Market ETF$4,572$736 ▲19.2%15,0442.3%ETFSPDWSPDR Portfolio Developed World ex-US ETF$4,218$583 ▲16.0%104,1932.1%ETFSPYVSPDR Portfolio S&P 500 Value ETF$3,780$255 ▲7.2%72,2221.9%ETFDFACDimensional U.S. Core Equity 2 ETF$2,2420.0%62,5821.1%ETFMSFTMicrosoft$1,4590.0%2,9340.7%Computer and TechnologyNVDANVIDIA$1,135$631 ▲125.4%7,1900.6%Computer and TechnologyIVViShares Core S&P 500 ETF$1,0480.0%1,6880.5%ETFAAPLApple$1,044$148 ▲16.6%5,0910.5%Computer and TechnologyVTVVanguard Value ETF$1,027$251 ▲32.4%5,8120.5%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$912$113 ▲14.2%21,4190.5%ETFTXNTexas Instruments$910$104 ▲12.9%4,3860.5%Computer and TechnologyVTEBVanguard Tax-Exempt Bond ETF$855$481 ▲128.7%17,4410.4%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$838$289 ▲52.7%10,1070.4%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$788$599 ▲317.2%5,8360.4%ETFESGUiShares ESG Aware MSCI USA ETF$758$17 ▲2.3%5,6030.4%ManufacturingVCSHVanguard Short-Term Corporate Bond ETF$597$26 ▲4.5%7,5110.3%ETFVTWOVanguard Russell 2000 ETF$594$217 ▲57.5%6,8140.3%ETFBNDVanguard Total Bond Market ETF$522$195 ▲59.7%7,0900.3%ETFLLYEli Lilly and Company$5170.0%6640.3%MedicalBRK.BBerkshire Hathaway$5120.0%1,0560.3%FinanceSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$5040.0%20,0480.3%ManufacturingSCHBSchwab US Broad Market ETF$5000.0%21,0060.2%ETFHBANHuntington Bancshares$4840.0%28,9150.2%FinanceSPEMSPDR Portfolio Emerging Markets ETF$469$41 ▼-8.0%10,9900.2%ETFJPMJPMorgan Chase & Co.$458$87 ▲23.4%1,5820.2%FinanceWMTWalmart$440$410 ▲1,377.0%4,5050.2%Retail/WholesaleGOOGLAlphabet$3760.0%2,1340.2%Computer and TechnologyVBVanguard Small-Cap ETF$3590.0%1,5150.2%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$356$356 ▲New Holding3,7440.2%ETFNUDMNuveen ESG International Developed Markets Equity ETF$3350.0%9,4510.2%ETFVOOVanguard S&P 500 ETF$330$163 ▲98.0%5820.2%ETFIEFAiShares Core MSCI EAFE ETF$306$72 ▲30.9%3,6680.2%ETFIEMGiShares Core MSCI Emerging Markets ETF$287$45 ▲18.7%4,7820.1%ETFDFATDimensional U.S. Targeted Value ETF$2840.0%5,2790.1%ETFAMGNAmgen$284$272 ▲2,272.1%1,0200.1%MedicalAMDAdvanced Micro Devices$283$283 ▲New Holding2,0000.1%Computer and TechnologyDDMProShares Ultra Dow30$2700.0%2,7550.1%ETFAVGOBroadcom$2450.0%8900.1%Computer and TechnologySPYSPDR S&P 500 ETF Trust$245$35 ▲16.8%3970.1%FinanceUNPUnion Pacific$243$39 ▲18.9%1,0570.1%TransportationESGEiShares ESG Aware MSCI EM ETF$237$3 ▲1.1%6,0550.1%ManufacturingSPSBSPDR Portfolio Short Term Corporate Bond ETF$226$34 ▼-13.2%7,5080.1%ETFIJSiShares S&P Small-Cap 600 Value ETF$224$3 ▲1.4%2,2570.1%ETFBNDWVanguard Total World Bond ETF$205$10 ▲5.2%2,9680.1%ETFSUSCiShares ESG Aware USD Corporate Bond ETF$201$1 ▲0.4%8,6680.1%ManufacturingHLTHilton Worldwide$1920.0%7240.1%Consumer DiscretionaryEUSBiShares ESG Advanced Total USD Bond Market ETF$1910.0%4,3990.1%ETFDISWalt Disney$186$185 ▲30,000.0%1,5050.1%Consumer DiscretionaryESGDiShares ESG Aware MSCI EAFE ETF$180$7 ▲4.2%2,0180.1%ManufacturingDMXFiShares ESG Advanced MSCI EAFE ETF$1790.0%2,4160.1%ManufacturingSPMDSPDR Portfolio S&P 400 Mid Cap ETF$1640.0%3,0270.1%ETFSHMSPDR Nuveen ICE Short Term Municipal Bond ETF$161$17 ▲11.9%3,3670.1%FinanceTCBITexas Capital Bancshares$1540.0%1,9440.1%FinanceNULVNuveen ESG Large-Cap Value ETF$1490.0%3,5550.1%ETFAMZNAmazon.com$1420.0%6500.1%Retail/WholesaleIBMInternational Business Machines$139$139 ▲New Holding4730.1%Computer and TechnologyESMLiShares ESG Aware MSCI USA Small-Cap ETF$1380.0%3,3610.1%ETFEMXCiShares MSCI Emerging Markets ex China ETF$1300.0%2,0660.1%ManufacturingEXPEExpedia Group$1260.0%7500.1%Retail/WholesaleVYMIVanguard International High Dividend Yield ETF$120$120 ▲New Holding1,5090.1%ETFCMAComerica$1170.0%1,9650.1%FinanceVIGIVanguard International Dividend Appreciation ETF$116$116 ▲New Holding1,2890.1%ETFUNHUnitedHealth Group$116$93 ▲411.0%3730.1%MedicalBSVVanguard Short-Term Bond ETF$115$7 ▲6.5%1,4670.1%ETFBKNGBooking$1150.0%200.1%Retail/WholesaleSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$1130.0%3,3670.1%ETFQQQMInvesco NASDAQ 100 ETF$1110.0%4930.1%ETFMETAMeta Platforms$110$110 ▲New Holding1500.1%Computer and TechnologyPGProcter & Gamble$1010.0%6350.1%Consumer StaplesROKRockwell Automation$920.0%2780.0%Computer and TechnologyVBRVanguard Small-Cap Value ETF$91$51 ▲128.9%4670.0%ETFGOOGAlphabet$880.0%5000.0%Computer and TechnologyQCOMQUALCOMM$87$79 ▲1,041.7%5480.0%Computer and TechnologyVPLVanguard FTSE Pacific ETF$850.0%1,0450.0%ETFAALAmerican Airlines Group$810.0%7,2400.0%TransportationHONHoneywell International$81$81 ▲New Holding3500.0%Multi-Sector ConglomeratesCSCOCisco Systems$81$69 ▲558.7%1,1790.0%Computer and TechnologyWFCWells Fargo & Company$80$80 ▲New Holding1,0000.0%FinanceVOVanguard Mid-Cap ETF$790.0%2830.0%ETFVVisa$780.0%2200.0%Business ServicesIYGiShares U.S. Financial Services ETF$77$77 ▲New Holding9000.0%ETFABBVAbbVie$740.0%4000.0%MedicalTAT&T$700.0%2,4310.0%Computer and TechnologyABTAbbott Laboratories$690.0%5090.0%MedicalBACBank of America$68$47 ▲220.3%1,4540.0%FinancePEPPepsiCo$640.0%4920.0%Consumer StaplesACWViShares MSCI Global Min Vol Factor ETF$57$57 ▲New Holding4810.0%ETFTROWT. Rowe Price Group$570.0%6000.0%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$57$54 ▲1,738.0%1,9850.0%ETFVSTVistra$560.0%2900.0%UtilitiesXLKTechnology Select Sector SPDR Fund$550.0%2180.0%ETFSUBiShares Short-Term National Muni Bond ETF$55$55 ▲New Holding5250.0%ETFSNPSSynopsys$550.0%1080.0%Computer and TechnologyCVSCVS Health$540.0%7830.0%MedicalTSMTaiwan Semiconductor Manufacturing$530.0%2370.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. 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