Keener Financial Planning LLC ETFs

Keener Financial Planning LLC

$201 Million
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
XLK Technology Sector Spdr	$0	$55,000 0.03% of portfolio	218	Q1 2025 New
SUB Ishares Short Term National Mu	$0	$55,000 0.03% of portfolio	525	Q2 2025 New
SPAB Spdr Portfolio Aggregate Bond	$0	$52,000 0.03% of portfolio	2,054	Q2 2025 Reduced 21.51%
IJH Ishares Core S&P Mid Cap ETF	$0	$51,000 0.03% of portfolio	830	Q2 2025 Added 12.93%
VOE Vanguard Mid Cap Value Index F	$0	$51,000 0.03% of portfolio	316	Q2 2025 Added 17.91%
ONEQ Fidelity Nasdaq Composite Inde	$0	$43,000 0.02% of portfolio	543	Q1 2025 Reduced 31.35%
PHO Invesco Exchange Traded Fd Tr	$0	$41,000 0.02% of portfolio	600	Q2 2025 New
SCHE Schwab Strategic Tr Us Emergin	$0	$40,000 0.02% of portfolio	1,330	Q2 2025 Added 5,945.45%
VUG Vanguard Growth ETF	$0	$36,000 0.02% of portfolio	83	Q1 2024 New
SCHV Schwab Strategic Tr Us Large C	$0	$34,000 0.02% of portfolio	1,233	Q2 2025 New
QUAL Ishares Msci Usa Quality Facto	$0	$29,000 0.01% of portfolio	160	Q2 2025 New
BWX Spdr Bloomberg International T	$0	$27,000 0.01% of portfolio	1,162	Q2 2025 New
PDP Invesco Exchange Traded Fd Tr	$0	$27,000 0.01% of portfolio	251	Q4 2024 New
IAU Ishares Gold Trust	$68.8B	$25,000 0.01% of portfolio	413	Q2 2025 New
EAGG Ishares Esg Aware U.S. Aggrega	$0	$24,000 0.01% of portfolio	510	Q4 2024 Reduced 7.27%
VBK Vanguard Small Cap Growth ETF	$0	$24,000 0.01% of portfolio	87	Q2 2025 New
MUB Ishares National Muni Bond ETF	$0	$22,000 0.01% of portfolio	217	Q2 2025 Added 648.28%
FNDF Schwab Fundamental Intl Large	$0	$22,000 0.01% of portfolio	555	Q2 2025 New
FDVV Fidelity High Dividend ETF	$0	$21,000 0.01% of portfolio	422	Q1 2025 New
USMV Ishares Msci Usa Min Vol Facto	$0	$21,000 0.01% of portfolio	224	Q2 2024 Reduced 28.66%
VIG Vanguard Dividend Appreciation	$0	$18,000 0.01% of portfolio	90	Q1 2025 New
QQQ Invesco Qqq Trust, Series 1	$0	$18,000 0.01% of portfolio	34	Q1 2025 Reduced 76.55%
IVLU Ishares Tr Edge Msci Intl Valu	$0	$16,000 0.01% of portfolio	491	Q2 2025 New
VGLT Vanguard Long Term Treasury Et	$0	$14,000 0.01% of portfolio	263	Q2 2025 New
FNDE Schwab Fundamental Emerging Mk	$0	$14,000 0.01% of portfolio	436	Q2 2025 New
IQLT Ishares Msci Intl Quality Fact	$0	$14,000 0.01% of portfolio	339	Q2 2025 New
VGIT Vanguard Intermediate Term Tre	$0	$13,000 0.01% of portfolio	221	Q2 2025 New
DGRO Ishares Core Dividend Growth E	$0	$11,000 0.01% of portfolio	186	Q1 2025 New
SGOV Ishares Trishares 0 3 Mnth Tre	$0	$11,000 0.01% of portfolio	118	Q2 2025 New
REET Ishares Global Reit ETF	$0	$10,000 0.0% of portfolio	406	Q2 2025 Added 99.02%
IGIB Ishares Trust Ishares 5 10 Yea	$0	$9,000 0.0% of portfolio	170	Q2 2025 New
VEU Vanguard Ftse All World Ex Us	$0	$9,000 0.0% of portfolio	148	Q4 2024 Added 111.43%
XLE Energy Sector Spdr	$0	$6,000 0.0% of portfolio	75	Q1 2025 New
VWOB Vanguard Emerging Mkts Govt Bd	$0	$6,000 0.0% of portfolio	100	Q2 2025 New
XLG Invesco Exchange Traded Fd Tr	$0	$5,000 0.0% of portfolio	115	Q1 2025 New
SMOG Vaneck ETF Tr Low Carbon Energ	$0	$5,000 0.0% of portfolio	50	Q4 2023 New
SCHP Schwab Strategic Us Tips ETF	$0	$4,000 0.0% of portfolio	156	Q2 2025 Reduced 52.44%
VIOG Vanguard S&P Small Cap 600 Gro	$0	$3,000 0.0% of portfolio	28	Q2 2025 New
SCHX Schwab Strategic Tr Us Large C	$0	$3,000 0.0% of portfolio	138	Q4 2024 New
VIOV Vanguard S&P Small Cap 600 Val	$0	$3,000 0.0% of portfolio	39	Q2 2025 New
IJK Ishares S&P Midcap 400 Growth	$0	$2,000 0.0% of portfolio	29	Q2 2024 New
FNDX Schwab Fundamental U S Large C	$0	$1,000 0.0% of portfolio	72	Q4 2024 New
SCHD Schwab Strategic Tr Us Dividen	$0	$1,000 0.0% of portfolio	45	Q1 2025 Reduced 37.5%
VOT Vanguard Mid Cap Growth Index	$0	$0 0.0% of portfolio	3	Q4 2024 New
SCHF Schwab Strategic Tr Intl Eqty	$0	$0 0.0% of portfolio	40	Q1 2025 Reduced 83.81%
SCHC Schwab Strategic Tr Intl Small	$0	$0 0.0% of portfolio	17	Q4 2024 New
CWB Spdr Bloomberg Convertible Sec	$0	$0 0.0% of portfolio	4	Q4 2024 New

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