Keener Financial Planning LLC Reduced Holdings in Q1 2025

Keener Financial Planning LLC

  • $154 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-54.6K
- 6.24%
$67.03 - $74.61 $3.66M - $4.07M
820K $55.8M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-5.92K
- 4.67%
$102.49 - $119.96 $606K - $710K
121K $12.6M
VTI
Vanguard Total Stock Market Et

ETFs
-2.46K
- 16.33%
$271.18 - $303.12 $668K - $747K
12.6K $3.47M
AVLV
American Centy ETF Tr Avantis
-9.8K
- 5.85%
$63.51 - $70.42 $622K - $690K
158K $10.3M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-4.44K
- 76.03%
$120.29 - $134.6 $534K - $597K
1.4K $170K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-15.8K
- 7.77%
$42.5 - $46.71 $670K - $737K
187K $8.48M
WMT
Walmart Inc.

Consumer Defensive
-4.74K
- 93.96%
$84.5 - $105.05 $401K - $498K
305 $26K
VCIT
Vanguard Intermediate Term Cor

ETFs
-4.14K
- 38.48%
$79.17 - $82.04 $328K - $339K
6.62K $541K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-6.05K
- 8.24%
$49.78 - $53.19 $301K - $322K
67.3K $3.44M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-14.9K
- 14.27%
$33.84 - $37.77 $506K - $564K
89.8K $3.27M
AMGN
Amgen Inc

Healthcare
-977
- 95.78%
$258.59 - $327.36 $253K - $320K
43 $13K
NVDA
Nvidia Corp

Technology
-1.12K
- 25.99%
$106.98 - $149.43 $120K - $167K
3.19K $345K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-4.44K
- 36.77%
$49.25 - $50.66 $218K - $225K
7.63K $378K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-2.51K
- 11.8%
$40.03 - $46.81 $101K - $118K
18.8K $764K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-2.62K
- 37.14%
$71.17 - $73.66 $187K - $193K
4.44K $326K
DIS
Walt Disney CO

Communication Services
-1.5K
- 99.67%
$96.87 - $114.0 $145K - $171K
5 $0
MSFT
Microsoft Corp

Technology
-40
- 1.34%
$375.39 - $447.2 $15K - $17.9K
2.93K $1.1M
UNH
Unitedhealth Group Inc

Healthcare
-300
- 80.43%
$461.52 - $548.18 $138K - $164K
73 $38K
VTV
Vanguard Value ETF

ETFs
-920
- 17.32%
$167.73 - $179.21 $154K - $165K
4.39K $758K
TXN
Texas Instruments Inc

Technology
-500
- 11.4%
N/A
3.89K $698K
QCOM
Qualcomm Inc

Technology
-500
- 91.24%
$151.94 - $175.86 $76K - $87.9K
48 $7K
JPM
Jpmorgan Chase & CO

Financial Services
-300
- 18.96%
$225.19 - $279.95 $67.6K - $84K
1.28K $314K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-111
- 76.55%
$468.34 - $539.52 $52K - $59.9K
34 $15K
CSCO
Cisco Systems, Inc.

Technology
-1K
- 84.82%
$58.74 - $64.87 $58.7K - $64.9K
179 $11K
BAC
Bank Of America Corp

Financial Services
-1K
- 68.78%
$39.61 - $47.74 $39.6K - $47.7K
454 $18K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-46
- 0.83%
$120.24 - $134.3 $5.53K - $6.18K
5.48K $667K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-762
- 20.2%
$47.33 - $47.92 $36.1K - $36.5K
3.01K $143K
MCD
Mcdonalds Corp

Consumer Cyclical
-98
- 62.42%
$279.74 - $321.29 $27.4K - $31.5K
59 $18K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-248
- 31.35%
$68.07 - $78.99 $16.9K - $19.6K
543 $36K
VBR
Vanguard Small Cap Value ETF

ETFs
-106
- 34.19%
$183.02 - $207.75 $19.4K - $22K
204 $38K
V
Visa Inc.

Financial Services
-95
- 30.16%
$306.92 - $362.71 $29.2K - $34.5K
220 $77K
XOM
Exxon Mobil Corp

Energy
-96
- 63.58%
$105.44 - $118.93 $10.1K - $11.4K
55 $6K
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
-163
- 5.46%
$67.41 - $69.37 $11K - $11.3K
2.82K $194K
VOE
Vanguard Mid Cap Value Index F

ETFs
-48
- 15.19%
$156.61 - $168.02 $7.52K - $8.06K
268 $43K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-316
- 49.07%
$25.69 - $26.89 $8.12K - $8.5K
328 $8K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-155
- 2.11%
$77.7 - $78.94 $12K - $12.2K
7.19K $567K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-75
- 6.7%
$69.87 - $75.62 $5.24K - $5.67K
1.05K $75K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-207
- 83.81%
$18.36 - $20.51 $3.8K - $4.25K
40 $0
SPSB
Spdr Portfolio Short Term Corp

ETFs
-213
- 2.4%
$29.82 - $30.1 $6.35K - $6.41K
8.65K $260K
EUSB
Ishares Tr Esg Advanced Total

Technology
-163
- 3.57%
$42.05 - $43.43 $6.85K - $7.08K
4.4K $190K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-27
- 37.5%
$27.01 - $28.54 $729 - $771
45 $1K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-3
- 0.22%
$76.94 - $78.28 $231 - $235
1.38K $107K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-33
- 1.68%
$75.32 - $84.77 $2.49K - $2.8K
1.94K $158K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-32
- 2.94%
$442.66 - $534.52 $14.2K - $17.1K
1.06K $562K
VEA
Vanguard Ftse Developed Market

ETFs
-32K
- 4.55%
$47.4 - $52.99 $1.52M - $1.7M
672K $34.2M
Activity Summary
Buys All Purchases 36 New Holdings 23 Increased Positions 13 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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