Keener Financial Planning LLC Purchases in Q4 2024

Keener Financial Planning LLC

  • $169 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
76.6K
+ 9.6%
$69.3 - $74.3 $5.31M - $5.69M
874K $62.5M
VEA
Vanguard Ftse Developed Market

ETFs
100K
+ 16.65%
$47.57 - $52.44 $4.78M - $5.27M
704K $33.7M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
16.9K
+ 15.42%
$113.92 - $127.38 $1.93M - $2.16M
127K $14.6M
AVLV
American Centy ETF Tr Avantis
21.4K
+ 14.68%
$65.51 - $71.22 $1.4M - $1.53M
167K $11.2M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
38.1K
+ 155.12%
$33.92 - $36.6 $1.29M - $1.39M
62.6K $2.16M
VTI
Vanguard Total Stock Market Et

ETFs
2.98K
+ 24.64%
$280.04 - $302.45 $835K - $902K
15.1K $4.37M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
30.8K
+ 17.88%
$44.04 - $49.49 $1.36M - $1.52M
203K $8.94M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
18K
+ 5354.76%
$24.61 - $25.12 $443K - $452K
18.3K $452K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
7.59K
+ 11.53%
$51.09 - $55.27 $388K - $419K
73.4K $3.75M
AAPL
Apple Inc.

Technology
515
+ 11.67%
$221.69 - $259.02 $114K - $133K
4.93K $1.23M
EUSB
Ishares Tr Esg Advanced Total

Technology
4.56K
New
$42.39 - $44.29 $193K - $202K
4.56K $193K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
6.88K
+ 655.48%
$22.65 - $23.8 $156K - $164K
7.93K $180K
MSFT
Microsoft Corp

Technology
328
+ 12.4%
$406.35 - $454.46 $133K - $149K
2.97K $1.25M
GOOGL
Alphabet Inc.

Communication Services
380
+ 25.68%
$161.86 - $196.66 $61.5K - $74.7K
1.86K $352K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.41K
+ 23.76%
$77.86 - $79.27 $110K - $112K
7.34K $572K
AMZN
Amazon Com Inc

Consumer Cyclical
440
+ 440.0%
$180.88 - $232.93 $79.6K - $102K
540 $118K
SPIB
Spdr Portfolio Intermediate Te

ETFs
2.91K
+ 638.38%
$32.65 - $33.68 $95K - $98K
3.37K $110K
V
Visa Inc.

Financial Services
280
+ 800.0%
$273.87 - $320.91 $76.7K - $89.9K
315 $99K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1.21K
+ 159.08%
$75.65 - $83.47 $91.5K - $101K
1.97K $149K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
2.52K
+ 72.54%
$33.39 - $37.66 $84.1K - $94.8K
5.99K $199K
VTWO
Vanguard Russell 2000 ETF

ETFs
730
+ 21.01%
$87.42 - $98.06 $63.8K - $71.6K
4.21K $375K
IEMG
Ishares Inc

ETFs
1.01K
+ 34.73%
N/A
3.93K $205K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
1.56K
+ 147.59%
$24.94 - $26.14 $38.9K - $40.8K
2.62K $65K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
701
+ 22.83%
$47.26 - $48.18 $33.1K - $33.8K
3.77K $178K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
760
+ 6.72%
$49.79 - $51.14 $37.8K - $38.9K
12.1K $604K
PDP
Invesco Exchange Traded Fd Tr

ETFs
251
New
$102.88 - $117.55 $25.8K - $29.5K
251 $27K
SPSB
Spdr Portfolio Short Term Corp

ETFs
886
+ 11.11%
$29.77 - $30.19 $26.4K - $26.7K
8.86K $264K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
769
+ 3.75%
$44.33 - $49.55 $34.1K - $38.1K
21.3K $955K
HD
Home Depot, Inc.

Consumer Cyclical
52
New
$385.02 - $431.37 $20K - $22.4K
52 $20K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
275
+ 59.78%
$61.68 - $67.87 $17K - $18.7K
735 $45K
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
346
+ 13.12%
$68.01 - $70.67 $23.5K - $24.5K
2.98K $203K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
14K
+ 200.0%
$22.01 - $66.82 $308K - $936K
21K $476K
Blackrock Inc
10
New
N/A
10 $10K
SCHP
Schwab Strategic Us Tips ETF

ETFs
480
+ 292.68%
$25.74 - $53.78 $12.4K - $25.8K
644 $16K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
32
+ 3.03%
$442.29 - $483.08 $14.2K - $15.5K
1.09K $493K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
27
New
$198.04 - $221.51 $5.35K - $5.98K
27 $5K
VEU
Vanguard Ftse All World Ex Us

ETFs
78
+ 111.43%
$57.29 - $63.1 $4.47K - $4.92K
148 $8K
TMO
Thermo Fisher Scientific Inc.

Healthcare
8
New
$501.29 - $612.85 $4.01K - $4.9K
8 $4K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
75
+ 5.74%
$77.02 - $78.58 $5.78K - $5.89K
1.38K $106K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
247
New
$18.41 - $40.87 $4.55K - $10.1K
247 $4K
SCHX
Schwab Strategic Tr Us Large C

ETFs
138
New
$22.4 - $68.28 $3.09K - $9.42K
138 $3K
SCHG
Schwab Strategic Tr Us Large C

ETFs
108
New
$25.93 - $105.3 $2.8K - $11.4K
108 $3K
VBR
Vanguard Small Cap Value ETF

ETFs
15
+ 5.08%
$197.36 - $217.3 $2.96K - $3.26K
310 $61K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
72
New
$26.93 - $84.95 $1.94K - $6.12K
72 $1K
FNDX
Schwab Fundamental U S Large C

ETFs
72
New
$23.49 - $71.77 $1.69K - $5.17K
72 $1K
SCHC
Schwab Strategic Tr Intl Small

ETFs
17
New
$33.93 - $38.37 $577 - $652
17 $0
VOT
Vanguard Mid Cap Growth Index

ETFs
3
New
$241.48 - $274.89 $724 - $825
3 $0
SCHA
Schwab Strategic Tr Us Small C

ETFs
11
New
$25.33 - $51.16 $279 - $563
11 $0
SCHE
Schwab Strategic Tr Us Emergin

ETFs
22
New
$26.63 - $30.23 $586 - $665
22 $0
Activity Summary
Buys All Purchases 53 New Holdings 17 Increased Positions 36 Sells All Sells 17 Reductions 16 Sold out 1 Options Calls 0 Puts 0
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