Keener Financial Planning LLC has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $154 Million distributed in 184 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 1500 Compos with a value of $55.8M, Vanguard Ftse Developed Market with a value of $34.2M, Ishares Core S&P Sm Cap ETF with a value of $12.6M, American Centy ETF Tr Avantis with a value of $10.3M, and Vanguard Ftse Emerging Mkts Et with a value of $8.48M.
Examining the 13F form we can see an decrease of $15.5M in the current position value, from $169M to 154M.
Keener Financial Planning LLC is based out at Keller, TX
Below you can find more details about Keener Financial Planning LLC portfolio as well as his latest detailed transactions.
Portfolio value
$154 Million
ETFs: $135 Million
Technology: $3.47 Million
Financial Services: $1.83 Million
Healthcare: $920,000
Consumer Cyclical: $628,000
Industrials: $579,000
Communication Services: $486,000
Consumer Defensive: $220,000
Other: $86,000
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
