Keener Financial Planning LLC Purchases in Q3 2024

Keener Financial Planning LLC

$153 Million
Q3 2024

Stock	Shares change	Price Range	Shares Held	Trade History
AVLV American Centy ETF Tr Avantis	64.9K + 80.1%	$60.05 - $65.83 $3.9M - $4.27M	146K $9.61M
HLT Hilton Worldwide Holdings Inc. Consumer Cyclical	724 New	$201.82 - $234.36 $146K - $170K	724 $166K
SPSB Spdr Portfolio Short Term Corp ETFs	4.7K + 143.05%	$29.58 - $30.31 $139K - $142K	7.98K $241K
BRK-B Berkshire Hathaway Inc Class B Financial Services	4 + 0.38%	$405.19 - $478.57 $1.62K - $1.91K	1.06K $486K
T Rowe Price ETF Inc	1.49K New	N/A	1.49K $49K
VTEB Vanguard Mun Bd Fds Tax Exempt ETFs	289 + 2.62%	$49.93 - $51.15 $14.4K - $14.8K	11.3K $577K
EAGG Ishares Esg Aware U.S. Aggrega ETFs	484 + 733.33%	$46.18 - $48.92 $22.4K - $23.7K	550 $26K
KOMP Spdr S&P Kensho New Economies ETFs	341 New	$44.44 - $50.42 $15.2K - $17.2K	341 $16K
SHM Spdr Nuveen Bloomberg Short Te ETFs	260 + 9.25%	$47.01 - $48.2 $12.2K - $12.5K	3.07K $147K
DFAI Dimensional ETF Tr ETFs	432 New	$28.69 - $32.06 $12.4K - $13.8K	432 $13K
NOBL Proshares S&P 500 Dividend Ari ETFs	100 New	$95.1 - $106.76 $9.51K - $10.7K	100 $10K
AVGO Broadcom Inc. Technology	594 + 900.0%	$136.27 - $1745.86 $80.9K - $1.04M	660 $113K
QQEW First Tr Nasdaq 100 Equal Weig ETFs	64 New	$114.52 - $127.8 $7.33K - $8.18K	64 $8K
RZV Invesco Fd Tr ETFs	70 New	$96.8 - $112.42 $6.78K - $7.87K	70 $7K
RFV Invesco Exchange Traded Fd Tr ETFs	66 New	$108.97 - $119.83 $7.19K - $7.91K	66 $7K
TJX Tjx Companies Inc Consumer Cyclical	3 New	$107.93 - $120.23 $324 - $361	3 $0
TWLO Twilio Inc Communication Services	1 New	$56.03 - $65.23 $56 - $65.2	1 $0
DIS Walt Disney CO Communication Services	5 + 0.33%	$85.6 - $98.61 $428 - $493	1.51K $144K

Activity Summary All Purchases 18 New Holdings 10 Increased Positions 8 All Sells 40 Reductions 40 Sold out 0 Calls 0 Puts 0

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