Keener Financial Planning LLC Top Holdings and 13F Report (2024) About Keener Financial Planning LLCInvestment ActivityKeener Financial Planning LLC has $153.85 thousand in total holdings as of December 31, 2023.Keener Financial Planning LLC owns shares of 184 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 0.55% 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 13 stocks.Keener Financial Planning LLC sold shares of 44 stocks and completely divested from 35 stocks this quarter.Largest Holdings SPDR Portfolio S&P 1500 Composite Stock Market ETF $55,752Vanguard FTSE Developed Markets ETF $34,150iShares Core S&P Small-Cap ETF $12,633Avantis U.S. Large Cap Value ETF $10,276Vanguard FTSE Emerging Markets ETF $8,477 Largest New Holdings this Quarter 46434G764 - iShares MSCI Emerging Markets ex China ETF $113 Holding81369Y803 - Technology Select Sector SPDR Fund $45 Holding697435105 - Palo Alto Networks $44 Holding874039100 - Taiwan Semiconductor Manufacturing $39 Holding81369Y209 - Health Care Select Sector SPDR Fund $34 Holding Largest Purchases this Quarter iShares MSCI Emerging Markets ex China ETF 2,066 shares (about $113.00)Eli Lilly and Company 130 shares (about $107.29)Invesco NASDAQ 100 ETF 466 shares (about $89.80)Technology Select Sector SPDR Fund 218 shares (about $45.00)Palo Alto Networks 260 shares (about $44.00) Largest Sales this Quarter SPDR Portfolio S&P 1500 Composite Stock Market ETF 54,597 shares (about $3.71K)Vanguard FTSE Developed Markets ETF 32,034 shares (about $1.63K)Vanguard FTSE Emerging Markets ETF 15,773 shares (about $713.85)Vanguard Total Stock Market ETF 2,463 shares (about $676.87)Avantis U.S. Large Cap Value ETF 9,800 shares (about $639.01) 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$55,752$3,713 ▼-6.2%819,76636.2%ETFVEAVanguard FTSE Developed Markets ETF$34,150$1,628 ▼-4.6%671,85322.2%ETFIJRiShares Core S&P Small-Cap ETF$12,633$619 ▼-4.7%120,8128.2%ETFAVLVAvantis U.S. Large Cap Value ETF$10,276$639 ▼-5.9%157,5946.7%ETFVWOVanguard FTSE Emerging Markets ETF$8,477$714 ▼-7.8%187,3045.5%ETFVTIVanguard Total Stock Market ETF$3,469$677 ▼-16.3%12,6232.3%ETFSPYVSPDR Portfolio S&P 500 Value ETF$3,439$309 ▼-8.2%67,3482.2%ETFSPDWSPDR Portfolio Developed World ex-US ETF$3,269$544 ▼-14.3%89,8012.1%ETFDFACDimensional U.S. Core Equity 2 ETF$2,0640.0%62,5821.3%ETFMSFTMicrosoft$1,101$15 ▼-1.3%2,9340.7%Computer and TechnologyAAPLApple$970$125 ▼-11.4%4,3670.6%Computer and TechnologyIVViShares Core S&P 500 ETF$9480.0%1,6880.6%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$764$102 ▼-11.8%18,7630.5%ETFVTVVanguard Value ETF$758$159 ▼-17.3%4,3910.5%ETFTXNTexas Instruments$698$90 ▼-11.4%3,8860.5%Computer and TechnologyESGUiShares ESG Aware MSCI USA ETF$667$6 ▼-0.8%5,4790.4%ManufacturingVCSHVanguard Short-Term Corporate Bond ETF$567$12 ▼-2.1%7,1890.4%ETFBRK.BBerkshire Hathaway$562$17 ▼-2.9%1,0560.4%FinanceLLYEli Lilly and Company$548$107 ▲24.3%6640.4%MedicalVCITVanguard Intermediate-Term Corporate Bond ETF$541$338 ▼-38.5%6,6170.4%ETFSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$501$43 ▲9.4%20,0480.3%ManufacturingSPEMSPDR Portfolio Emerging Markets ETF$470$1 ▲0.1%11,9500.3%ETFSCHBSchwab US Broad Market ETF$4520.0%21,0060.3%ETFHBANHuntington Bancshares$4340.0%28,9150.3%FinanceVTEBVanguard Tax-Exempt Bond ETF$378$220 ▼-36.8%7,6270.2%ETFVTWOVanguard Russell 2000 ETF$348$10 ▲2.9%4,3260.2%ETFNVDANVIDIA$345$121 ▼-26.0%3,1900.2%Computer and TechnologyVBVanguard Small-Cap ETF$3350.0%1,5150.2%ETFGOOGLAlphabet$330$42 ▲14.7%2,1340.2%Computer and TechnologyBNDVanguard Total Bond Market ETF$326$193 ▼-37.1%4,4400.2%ETFJPMJPMorgan Chase & Co.$314$73 ▼-19.0%1,2820.2%FinanceNUDMNuShares ESG International Developed Markets Equity ETF$3010.0%9,4510.2%ETFDFATDimensional U.S. Targeted Value ETF$2710.0%5,2790.2%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$260$6 ▼-2.4%8,6500.2%ETFDDMProShares Ultra Dow30$2520.0%2,7550.2%ETFIEMGiShares Core MSCI Emerging Markets ETF$217$5 ▲2.5%4,0300.1%ETFIJSiShares S&P Small-Cap 600 Value ETF$2160.0%2,2250.1%ETFIEFAiShares Core MSCI EAFE ETF$2120.0%2,8030.1%ETFUNPUnion Pacific$2100.0%8890.1%TransportationESGEiShares ESG Aware MSCI EM ETF$2090.0%5,9890.1%ManufacturingSUSCiShares ESG Aware USD Corporate Bond ETF$199$16 ▲9.0%8,6350.1%ManufacturingBNDWVanguard Total World Bond ETF$194$11 ▼-5.5%2,8210.1%ETFEUSBiShares ESG Advanced Total USD Bond Market ETF$190$7 ▼-3.6%4,3990.1%ETFSPYSPDR S&P 500 ETF Trust$1900.0%3400.1%FinanceITOTiShares Core S&P Total U.S. Stock Market ETF$170$539 ▼-76.0%1,3990.1%ETFHLTHilton Worldwide$1640.0%7240.1%Consumer DiscretionaryDMXFiShares ESG Advanced MSCI EAFE ETF$1620.0%2,4160.1%ManufacturingESGDiShares ESG Aware MSCI EAFE ETF$158$3 ▼-1.7%1,9360.1%ManufacturingSPMDSPDR Portfolio S&P 400 Mid Cap ETF$1540.0%3,0270.1%ETFVOOVanguard S&P 500 ETF$151$5 ▲3.5%2940.1%ETFAVGOBroadcom$149$39 ▲34.8%8900.1%Computer and TechnologyTCBITexas Capital Bancshares$1450.0%1,9440.1%FinanceSHMSPDR Nuveen Barclays Short Term Municipal Bond ETF$143$36 ▼-20.2%3,0100.1%FinanceNULVNuveen ESG Large-Cap Value ETF$143$3 ▲1.8%3,5550.1%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$129$4 ▲2.8%3,3610.1%ETFEXPEExpedia Group$1260.0%7500.1%Retail/WholesaleAMZNAmazon.com$123$21 ▲20.4%6500.1%Retail/WholesaleCMAComerica$1160.0%1,9650.1%FinanceEMXCiShares MSCI Emerging Markets ex China ETF$113$113 ▲New Holding2,0660.1%ManufacturingSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$1110.0%3,3670.1%ETFPGProcter & Gamble$1080.0%6350.1%Consumer StaplesBSVVanguard Short-Term Bond ETF$107$0 ▼-0.2%1,3780.1%ETFQQQMInvesco NASDAQ 100 ETF$95$90 ▲1,725.9%4930.1%ETFBKNGBooking$920.0%200.1%Retail/WholesaleABBVAbbVie$830.0%4000.1%MedicalGOOGAlphabet$780.0%5000.1%Computer and TechnologyVVisa$77$33 ▼-30.2%2200.1%Business ServicesAALAmerican Airlines Group$760.0%7,2400.0%TransportationVPLVanguard FTSE Pacific ETF$75$5 ▼-6.7%1,0450.0%ETFVOVanguard Mid-Cap ETF$730.0%2830.0%ETFPEPPepsiCo$730.0%4920.0%Consumer StaplesROKRockwell Automation$710.0%2780.0%Computer and TechnologyTAT&T$680.0%2,4310.0%Computer and TechnologyABTAbbott Laboratories$670.0%5090.0%MedicalSPABSPDR Portfolio Aggregate Bond ETF$660.0%2,6170.0%ETFTROWT. Rowe Price Group$550.0%6000.0%FinanceGLGlobe Life$550.0%4180.0%FinanceCVSCVS Health$530.0%7830.0%MedicalJNJJohnson & Johnson$510.0%3130.0%MedicalLUVSouthwest Airlines$470.0%1,4000.0%TransportationCMGChipotle Mexican Grill$470.0%9500.0%Retail/WholesaleSNPSSynopsys$460.0%1080.0%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$45$45 ▲New Holding2180.0%ETFPANWPalo Alto Networks$44$44 ▲New Holding2600.0%Computer and TechnologyVOEVanguard Mid-Cap Value ETF$43$8 ▼-15.2%2680.0%ETFIJHiShares Core S&P Mid-Cap ETF$420.0%7350.0%ETFTSMTaiwan Semiconductor Manufacturing$39$39 ▲New Holding2370.0%Computer and TechnologyUNHUnitedHealth Group$38$156 ▼-80.4%730.0%MedicalVBRVanguard Small-Cap Value ETF$38$20 ▼-34.2%2040.0%ETFONEQFidelity NASDAQ Composite Index ETF$36$16 ▼-31.4%5430.0%ETFCNICanadian National Railway$360.0%3700.0%TransportationXLVHealth Care Select Sector SPDR Fund$34$34 ▲New Holding2380.0%ETFVSTVistra$34$34 ▲New Holding2900.0%UtilitiesMARMarriott International$310.0%1340.0%Consumer DiscretionaryVUGVanguard Growth ETF$300.0%830.0%ETFMRKMerck & Co., Inc.$290.0%3290.0%MedicalBMYBristol-Myers Squibb$280.0%4680.0%MedicalMMM3M$280.0%1960.0%Multi-Sector ConglomeratesWMTWalmart$26$404 ▼-94.0%3050.0%Retail/WholesalePDPInvesco Dorsey Wright Momentum ETF$250.0%2510.0%ETFShowing 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. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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