Keener Financial Planning LLC Top Holdings and 13F Report (2024)

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About Keener Financial Planning LLC

Investment Activity

Keener Financial Planning LLC has $129.31 thousand in total holdings as of December 31, 2023.
Keener Financial Planning LLC owns shares of 185 different stocks, but just 7 companies or ETFs make up 80% of its holdings.

Largest Holdings

SPDR Portfolio S&P 1500 Composite Stock Market ETF: $43,933
Vanguard FTSE Developed Markets ETF: $25,125
SPDR Portfolio S&P 500 Value ETF: $11,307
iShares Core S&P Small-Cap ETF: $10,689
Vanguard FTSE Emerging Markets ETF: $6,264

Sector Allocation

Selling

Neutral

Buying

Latest 13F Holdings

Issuer Name	Holdings Value	Shares Held	% of Portfolio	Sector
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF	$43,933	751,631	34.0%	ETF
VEA Vanguard FTSE Developed Markets ETF	$25,125	524,525	19.4%	ETF
SPYV SPDR Portfolio S&P 500 Value ETF	$11,307	242,490	8.7%	ETF
IJR iShares Core S&P Small-Cap ETF	$10,689	98,746	8.3%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$6,264	152,420	4.8%	ETF
SPDW SPDR Portfolio Developed World ex-US ETF	$3,762	110,618	2.9%	ETF
VTI Vanguard Total Stock Market ETF	$3,277	13,816	2.5%	ETF
DFAC Dimensional U.S. Core Equity 2 ETF	$1,829	62,582	1.4%	ETF
MSFT Microsoft	$1,153	3,067	0.9%	Computer and Technology
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$1,015	12,488	0.8%	ETF
AAPL Apple	$968	5,028	0.7%	Computer and Technology
TXN Texas Instruments	$916	5,372	0.7%	Computer and Technology
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$896	21,245	0.7%	ETF
VTV Vanguard Value ETF	$849	5,681	0.7%	ETF
IVV iShares Core S&P 500 ETF	$776	1,624	0.6%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$767	7,289	0.6%	ETF
BND Vanguard Total Bond Market ETF	$707	9,618	0.5%	ETF
ESGU iShares ESG Aware MSCI USA ETF	$665	6,342	0.5%	Manufacturing
VCSH Vanguard Short-Term Corporate Bond ETF	$575	7,437	0.4%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$461	9,023	0.4%	ETF
SPEM SPDR Portfolio Emerging Markets ETF	$458	12,922	0.4%	ETF
ELV Elevance Health	$408	866	0.3%	Medical
SCHB Schwab US Broad Market ETF	$390	7,002	0.3%	ETF
BRK.B Berkshire Hathaway	$375	1,052	0.3%	Finance
HBAN Huntington Bancshares	$368	28,915	0.3%	Finance
VB Vanguard Small-Cap ETF	$337	1,580	0.3%	ETF
LLY Eli Lilly and Company	$311	534	0.2%	Medical
IEFA iShares Core MSCI EAFE ETF	$307	4,360	0.2%	ETF
AMD Advanced Micro Devices	$295	2,000	0.2%	Computer and Technology
GOOGL Alphabet	$291	2,080	0.2%	Communication Services
NUDM NuShares ESG International Developed Markets Equity ETF	$286	9,729	0.2%	ETF
AMGN Amgen	$281	977	0.2%	Medical
DFAT Dimensional U.S. Targeted Value ETF	$276	5,279	0.2%	ETF
WMT Walmart	$264	1,675	0.2%	Retail/Wholesale
VTWO Vanguard Russell 2000 ETF	$256	3,156	0.2%	ETF
JPM JPMorgan Chase & Co.	$256	1,507	0.2%	Finance
IJS iShares S&P Small-Cap 600 Value ETF	$221	2,148	0.2%	ETF
DDM ProShares Ultra Dow30	$218	2,755	0.2%	ETF
UNP Union Pacific	$218	889	0.2%	Transportation
NVDA NVIDIA	$213	431	0.2%	Computer and Technology
BKLC BNY Mellon US Large Cap Core Equity ETF	$206	2,278	0.2%	ETF
LINDE PLC	$200	488	0.2%	SHS
BNDW Vanguard Total World Bond ETF	$184	2,653	0.1%	ETF
UNH UnitedHealth Group	$184	350	0.1%	Medical
IEMG iShares Core MSCI Emerging Markets ETF	$177	3,491	0.1%	ETF
ESGE iShares ESG Aware MSCI EM ETF	$175	5,469	0.1%	Manufacturing
DMXF iShares ESG Advanced MSCI EAFE ETF	$173	2,702	0.1%	Manufacturing
BKAG BNY Mellon Core Bond ETF	$171	4,024	0.1%	ETF
V Visa	$169	651	0.1%	Business Services
SPY SPDR S&P 500 ETF Trust	$162	340	0.1%	Finance
ESGD iShares ESG Aware MSCI EAFE ETF	$158	2,098	0.1%	Manufacturing
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$158	3,245	0.1%	ETF
AVGO Broadcom	$147	132	0.1%	Computer and Technology
DIS Walt Disney	$145	1,602	0.1%	Consumer Discretionary
TCBI Texas Capital Bancshares	$139	2,157	0.1%	Finance
MUB iShares National Muni Bond ETF	$139	1,282	0.1%	ETF
NULV Nuveen ESG Large-Cap Value ETF	$136	3,798	0.1%	ETF
AAL American Airlines Group	$136	9,922	0.1%	Transportation
ESML iShares ESG Aware MSCI USA Small-Cap ETF	$125	3,284	0.1%	ETF
VOO Vanguard S&P 500 ETF	$124	284	0.1%	ETF
BSV Vanguard Short-Term Bond ETF	$122	1,578	0.1%	ETF
BNDX Vanguard Total International Bond ETF	$119	2,407	0.1%	ETF
AMZN Amazon.com	$115	760	0.1%	Retail/Wholesale
EXPE Expedia Group	$114	750	0.1%	Retail/Wholesale
CMA Comerica	$110	1,965	0.1%	Finance
SPAB SPDR Portfolio Aggregate Bond ETF	$107	4,183	0.1%	ETF
ABT Abbott Laboratories	$102	927	0.1%	Medical
HON Honeywell International	$99	470	0.1%	Multi-Sector Conglomerates
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF	$93	2,829	0.1%	ETF
PG Procter & Gamble	$86	590	0.1%	Consumer Staples
ROK Rockwell Automation	$86	278	0.1%	Industrial Products
VPL Vanguard FTSE Pacific Index Fund ETF Shares	$86	1,199	0.1%	ETF
AEE Ameren	$83	1,149	0.1%	Utilities
XOM Exxon Mobil	$80	799	0.1%	Oils/Energy
QCOM QUALCOMM	$79	548	0.1%	Computer and Technology
QQQ Invesco QQQ	$77	189	0.1%	Finance
PEP PepsiCo	$76	450	0.1%	Consumer Staples
BKNG Booking	$71	20	0.1%	Retail/Wholesale
GOOG Alphabet	$70	500	0.1%	Computer and Technology
VO Vanguard Mid-Cap ETF	$66	283	0.1%	ETF
TROW T. Rowe Price Group	$65	600	0.1%	Finance
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF	$64	713	0.0%	ETF
ABBV AbbVie	$62	400	0.0%	Medical
ONEQ Fidelity NASDAQ Composite Index ETF	$61	1,022	0.0%	ETF
SHM SPDR Nuveen Barclays Short Term Municipal Bond ETF	$59	1,238	0.0%	Finance
BKMC BNY Mellon US Mid Cap Core Equity ETF	$58	636	0.0%	ETF
CSCO Cisco Systems	$57	1,121	0.0%	Computer and Technology
SNPS Synopsys	$56	108	0.0%	Computer and Technology
CVX Chevron	$55	367	0.0%	Oils/Energy
IYG iShares U.S. Financial Services ETF	$54	300	0.0%	ETF
VBR Vanguard Small-Cap Value ETF	$53	295	0.0%	ETF
META Meta Platforms	$53	150	0.0%	Computer and Technology
BA Boeing	$52	200	0.0%	Aerospace
WFC Wells Fargo & Company	$49	1,000	0.0%	Finance
BAC Bank of America	$49	1,454	0.0%	Finance
IBM International Business Machines	$49	300	0.0%	Computer and Technology
MRK Merck & Co., Inc.	$47	435	0.0%	Medical
CNI Canadian National Railway	$46	370	0.0%	Transportation
BKIE BNY Mellon International Equity ETF	$45	633	0.0%	ETF
VOE Vanguard Mid-Cap Value ETF	$45	311	0.0%	ETF

Showing largest 100 holdings. View all holdings.

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Keener Financial Planning LLC Top Holdings and 13F Report (2024)

About Keener Financial Planning LLC

Investment Activity

Largest Holdings

Sector Allocation

Latest 13F Holdings

More Institutional Buying and Selling Information

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Keener Financial Planning LLC Top Holdings and 13F Report (2024)

About Keener Financial Planning LLC

Investment Activity

Largest Holdings

Sector Allocation

Map of 500 Largest Holdings ofKeener Financial Planning LLC

Latest 13F Holdings

More Institutional Buying and Selling Information