Keener Financial Planning LLC Purchases in Q3 2025

Keener Financial Planning LLC

  • $216 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
7.44K
+ 0.77%
$74.93 - $80.73 $558K - $601K
976K $78.7M
VEA
Vanguard Ftse Developed Market

ETFs
6.13K
+ 0.8%
$56.02 - $60.3 $343K - $370K
769K $46.1M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.98K
+ 3.94%
$108.46 - $120.63 $649K - $721K
158K $18.7M
AVLV
American Centy ETF Tr Avantis
13.4K
+ 6.71%
$68.33 - $72.69 $915K - $973K
213K $15.4M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.91K
+ 1.77%
$49.43 - $54.52 $193K - $213K
225K $12.2M
AAPL
Apple Inc.

Technology
3K
+ 58.89%
$202.38 - $256.87 $607K - $770K
8.09K $2.06M
SZC
Cushing Next Gen Infrastructure Income Fund

Financial Services
3K
New
N/A
3K $146K
MSFT
Microsoft Corp

Technology
71
+ 2.42%
$491.09 - $535.64 $34.9K - $38K
3.01K $1.56M
SRV
Cushing Mlp & Infrastructure Total Return Fund

Financial Services
1.1K
New
$41.35 - $45.87 $45.7K - $50.6K
1.1K $50K
EUSB
Ishares Tr Esg Advanced Total

Technology
1.08K
+ 24.51%
$42.97 - $44.2 $46.3K - $47.6K
5.48K $240K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
147
+ 0.7%
$23.82 - $25.84 $3.5K - $3.8K
21.2K $543K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
379
+ 5.05%
$78.96 - $80.04 $29.9K - $30.3K
7.89K $630K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
254
+ 1.46%
$48.5 - $50.19 $12.3K - $12.7K
17.7K $885K
ECAT
Black Rock Esg Capital Allocation Trust

ETFs
1.88K
New
$15.99 - $17.02 $30.1K - $32K
1.88K $30K
BCAT
Black Rock Capital Allocation Trust

ETFs
2K
New
$14.56 - $15.29 $29.1K - $30.6K
2K $29K
GLDM
World Gold Trust

ETFs
283
New
$64.73 - $76.45 $18.3K - $21.6K
283 $21K
IEFA
Ishares Tr

ETFs
72
+ 1.96%
$81.7 - $87.53 $5.88K - $6.3K
3.74K $326K
THQ
Tekla Healthcare Opportunities Fund

Financial Services
1.08K
New
$15.26 - $18.63 $16.5K - $20.1K
1.08K $18K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
244
+ 6.86%
$41.5 - $43.83 $10.1K - $10.7K
3.8K $166K
SPSB
Spdr Portfolio Short Term Corp

ETFs
292
+ 3.89%
$30.02 - $30.29 $8.77K - $8.84K
7.8K $236K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
1.15K
New
$7.95 - $8.31 $9.14K - $9.56K
1.15K $9K
MUB
Ishares National Muni Bond ETF

ETFs
79
+ 36.41%
$103.24 - $106.68 $8.16K - $8.43K
296 $31K
QTWO
Q2 Holdings, Inc.

Technology
97
New
$72.39 - $94.97 $7.02K - $9.21K
97 $7K
VO
Vanguard Mid Cap ETF

ETFs
10
+ 3.53%
$279.83 - $293.74 $2.8K - $2.94K
293 $86K
XLK
Technology Sector Spdr

ETFs
1
+ 0.46%
$250.97 - $282.66 $251 - $283
219 $61K
VONG
Vanguard Russell 1000 Growth E

ETFs
37
New
$108.08 - $121.73 $4K - $4.5K
37 $4K
T
At&T Inc.

Communication Services
200
+ 8.23%
$26.94 - $29.62 $5.39K - $5.92K
2.63K $74K
VONV
Vanguard Russell 1000 Value Et

ETFs
47
New
$84.55 - $89.54 $3.97K - $4.21K
47 $4K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
100
+ 100.0%
$20.98 - $26.94 $2.1K - $2.69K
200 $4K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
53
New
$50.73 - $52.47 $2.69K - $2.78K
53 $2K
MBB
Ishares Tr

ETFs
20
New
$92.46 - $95.73 $1.85K - $1.91K
20 $1K
SUB
Ishares Short Term National Mu

ETFs
7
+ 1.33%
$106.17 - $107.3 $743 - $751
532 $56K
WBD
Warner Bros. Discovery, Inc.

Communication Services
0
New
$10.78 - $19.82 $0 - $0
0 $0
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
11
New
$20.22 - $21.71 $222 - $239
11 $0
IXN
Ishares Global Information Tec

ETFs
1
New
$91.28 - $103.32 $91.3 - $103
1 $0
USHY
Ishares Tr Broad Usd High Yiel

ETFs
4
New
$37.14 - $37.85 $149 - $151
4 $0
EMB
Ishares Tr

ETFs
8
New
$91.52 - $95.59 $732 - $765
8 $0
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
14
New
$24.87 - $25.69 $348 - $360
14 $0
XLF
Financial Sector Spdr

ETFs
7
New
$51.37 - $54.25 $360 - $380
7 $0
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
17
New
$22.64 - $23.22 $385 - $395
17 $0
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
10
New
$45.72 - $47.27 $457 - $473
10 $0
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
Track This Portfolio

Track Keener Financial Planning LLC Portfolio

Follow Keener Financial Planning LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Keener Financial Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Keener Financial Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email