Keener Financial Planning LLC Reduced Holdings in Q3 2025

Keener Financial Planning LLC

  • $216 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TXN
Texas Instruments Inc

Technology
-3.79K
- 86.32%
N/A
600 $110K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-8.78K
- 12.15%
$52.12 - $55.33 $457K - $486K
63.4K $3.51M
AVGO
Broadcom Inc.

Technology
-660
- 74.16%
$264.74 - $369.57 $175K - $244K
230 $75K
VCIT
Vanguard Intermediate Term Cor

ETFs
-2.08K
- 20.55%
$81.75 - $84.54 $170K - $176K
8.03K $675K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-288
- 49.48%
$567.77 - $614.76 $164K - $177K
294 $180K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-200
- 18.94%
$459.11 - $506.91 $91.8K - $101K
856 $430K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-1.88K
- 94.56%
$28.92 - $32.19 $54.3K - $60.4K
108 $3K
IEMG
Ishares Inc

ETFs
-706
- 14.76%
N/A
4.08K $268K
SPY
Spdr S&P 500 ETF Trust

ETFs
-57
- 14.36%
$617.65 - $666.84 $35.2K - $38K
340 $226K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-456
- 13.54%
$33.26 - $34.01 $15.2K - $15.5K
2.91K $98K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-115
- 97.46%
$100.37 - $100.74 $11.5K - $11.6K
3 $0
AAL
American Airlines Group Inc.

Industrials
-869
- 12.0%
N/A
6.37K $71K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-94
- 6.41%
$78.11 - $79.07 $7.34K - $7.43K
1.37K $108K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-119
- 1.68%
$72.57 - $74.72 $8.64K - $8.89K
6.97K $518K
REET
Ishares Global Reit ETF

ETFs
-139
- 34.24%
$24.45 - $25.91 $3.4K - $3.6K
267 $6K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-95
- 11.45%
$62.09 - $66.51 $5.9K - $6.32K
735 $47K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-78
- 2.32%
$47.76 - $48.46 $3.73K - $3.78K
3.29K $158K
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
-49
- 1.65%
$68.58 - $69.85 $3.36K - $3.42K
2.92K $203K
IAU
Ishares Gold Trust

ETFs
-48
- 11.62%
$61.62 - $72.77 $2.96K - $3.49K
365 $26K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-535
- 8.84%
$39.06 - $43.42 $20.9K - $23.2K
5.52K $239K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-342
- 6.1%
$134.94 - $145.86 $46.1K - $49.9K
5.26K $766K
GOOGL
Alphabet Inc.

Communication Services
-500
- 23.43%
$174.36 - $254.72 $87.2K - $127K
1.63K $397K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-35
- 0.32%
$42.67 - $46.91 $1.49K - $1.64K
11K $512K
VTWO
Vanguard Russell 2000 ETF

ETFs
-108
- 1.58%
$86.92 - $99.32 $9.39K - $10.7K
6.71K $655K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-197
- 0.19%
$39.8 - $42.86 $7.84K - $8.44K
104K $4.45M
Activity Summary
Buys All Purchases 42 New Holdings 21 Increased Positions 21 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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