Keener Financial Planning LLC Incresed Positions in Q2 2025

Keener Financial Planning LLC

  • $201 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
149K
+ 18.14%
$60.34 - $74.89 $8.97M - $11.1M
968K $72.5M
VEA
Vanguard Ftse Developed Market

ETFs
91.1K
+ 13.56%
$45.65 - $57.01 $4.16M - $5.2M
763K $43.5M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
30.9K
+ 25.54%
$90.56 - $109.49 $2.79M - $3.38M
152K $16.6M
AVLV
American Centy ETF Tr Avantis
41.8K
+ 26.55%
$56.85 - $68.21 $2.38M - $2.85M
199K $13.6M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
34K
+ 18.17%
$39.89 - $49.46 $1.36M - $1.68M
221K $10.9M
VTI
Vanguard Total Stock Market Et

ETFs
2.42K
+ 19.18%
$243.75 - $303.93 $590K - $736K
15K $4.57M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
14.4K
+ 16.03%
$32.66 - $40.75 $470K - $586K
104K $4.22M
NVDA
Nvidia Corp

Technology
4K
+ 125.39%
$94.31 - $157.99 $377K - $632K
7.19K $1.14M
ITOT
Ishares Core S&P Total U.S. St

ETFs
4.44K
+ 317.16%
$108.12 - $135.04 $480K - $599K
5.84K $788K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
9.81K
+ 128.67%
$48.13 - $49.85 $472K - $489K
17.4K $855K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
4.87K
+ 7.24%
$45.11 - $52.34 $220K - $255K
72.2K $3.78M
VCIT
Vanguard Intermediate Term Cor

ETFs
3.49K
+ 52.74%
$79.56 - $82.92 $278K - $289K
10.1K $838K
AMGN
Amgen Inc

Healthcare
977
+ 2272.09%
$262.28 - $309.85 $256K - $303K
1.02K $284K
VTV
Vanguard Value ETF

ETFs
1.42K
+ 32.36%
$153.67 - $176.74 $218K - $251K
5.81K $1.03M
VTWO
Vanguard Russell 2000 ETF

ETFs
2.49K
+ 57.51%
$70.56 - $87.22 $176K - $217K
6.81K $594K
TXN
Texas Instruments Inc

Technology
500
+ 12.87%
N/A
4.39K $910K
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.65K
+ 59.68%
$72.02 - $73.82 $191K - $196K
7.09K $522K
DIS
Walt Disney CO

Communication Services
1.5K
+ 30000.0%
$81.72 - $124.01 $123K - $186K
1.51K $186K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
288
+ 97.96%
$456.74 - $568.03 $132K - $164K
582 $330K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.66K
+ 14.16%
$35.35 - $42.68 $93.9K - $113K
21.4K $912K
JPM
Jpmorgan Chase & CO

Financial Services
300
+ 23.4%
$210.28 - $289.91 $63.1K - $87K
1.58K $458K
IEFA
Ishares Tr

ETFs
865
+ 30.86%
$67.83 - $84.09 $58.7K - $72.7K
3.67K $306K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
124
+ 2.26%
$108.06 - $135.3 $13.4K - $16.8K
5.6K $758K
QCOM
Qualcomm Inc

Technology
500
+ 1041.67%
$124.66 - $159.48 $62.3K - $79.7K
548 $87K
UNH
Unitedhealth Group Inc

Healthcare
300
+ 410.96%
$274.35 - $599.47 $82.3K - $180K
373 $116K
AAPL
Apple Inc.

Technology
724
+ 16.58%
$172.42 - $223.89 $125K - $162K
5.09K $1.04M
CSCO
Cisco Systems, Inc.

Technology
1K
+ 558.66%
$53.19 - $69.38 $53.2K - $69.4K
1.18K $81K
IEMG
Ishares Inc

ETFs
752
+ 18.66%
N/A
4.78K $287K
SPY
Spdr S&P 500 ETF Trust

ETFs
57
+ 16.76%
$496.48 - $617.85 $28.3K - $35.2K
397 $245K
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.88K
+ 1737.96%
$22.27 - $29.21 $41.8K - $54.8K
1.99K $57K
VBR
Vanguard Small Cap Value ETF

ETFs
263
+ 128.92%
$162.76 - $195.77 $42.8K - $51.5K
467 $91K
BAC
Bank Of America Corp

Financial Services
1K
+ 220.26%
$34.39 - $47.46 $34.4K - $47.5K
1.45K $68K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.31K
+ 5945.45%
$24.38 - $30.18 $31.9K - $39.5K
1.33K $40K
UNP
Union Pacific Corp

Industrials
168
+ 18.9%
$208.27 - $238.46 $35K - $40.1K
1.06K $243K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
322
+ 4.48%
$77.94 - $79.5 $25.1K - $25.6K
7.51K $597K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
66
+ 1.1%
$30.87 - $39.17 $2.04K - $2.59K
6.06K $237K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
82
+ 4.24%
$73.02 - $90.22 $5.99K - $7.4K
2.02K $180K
MUB
Ishares National Muni Bond ETF

ETFs
188
+ 648.28%
$102.31 - $105.8 $19.2K - $19.9K
217 $22K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
357
+ 11.86%
$47.02 - $47.83 $16.8K - $17.1K
3.37K $161K
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
147
+ 5.21%
$68.11 - $69.33 $10K - $10.2K
2.97K $205K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
95
+ 12.93%
$51.16 - $62.02 $4.86K - $5.89K
830 $51K
VOE
Vanguard Mid Cap Value Index F

ETFs
48
+ 17.91%
$141.87 - $164.49 $6.81K - $7.9K
316 $51K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
89
+ 6.46%
$77.74 - $78.78 $6.92K - $7.01K
1.47K $115K
IJS
Ishares S&P Smallcap 600 Value

ETFs
32
+ 1.44%
$83.54 - $100.04 $2.67K - $3.2K
2.26K $224K
REET
Ishares Global Reit ETF

ETFs
202
+ 99.02%
$21.59 - $25.16 $4.36K - $5.08K
406 $10K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
33
+ 0.38%
$22.43 - $23.23 $740 - $767
8.67K $201K
Activity Summary
Buys All Purchases 86 New Holdings 39 Increased Positions 47 Sells All Sells 4 Reductions 4 Sold out 0 Options Calls 0 Puts 0
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