Keener Financial Planning LLC Purchases in Q2 2025

Keener Financial Planning LLC

  • $201 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
149K
+ 18.14%
$60.34 - $74.89 $8.97M - $11.1M
968K $72.5M
VEA
Vanguard Ftse Developed Market

ETFs
91.1K
+ 13.56%
$45.65 - $57.01 $4.16M - $5.2M
763K $43.5M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
30.9K
+ 25.54%
$90.56 - $109.49 $2.79M - $3.38M
152K $16.6M
AVLV
American Centy ETF Tr Avantis
41.8K
+ 26.55%
$56.85 - $68.21 $2.38M - $2.85M
199K $13.6M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
34K
+ 18.17%
$39.89 - $49.46 $1.36M - $1.68M
221K $10.9M
VTI
Vanguard Total Stock Market Et

ETFs
2.42K
+ 19.18%
$243.75 - $303.93 $590K - $736K
15K $4.57M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
14.4K
+ 16.03%
$32.66 - $40.75 $470K - $586K
104K $4.22M
NVDA
Nvidia Corp

Technology
4K
+ 125.39%
$94.31 - $157.99 $377K - $632K
7.19K $1.14M
ITOT
Ishares Core S&P Total U.S. St

ETFs
4.44K
+ 317.16%
$108.12 - $135.04 $480K - $599K
5.84K $788K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
9.81K
+ 128.67%
$48.13 - $49.85 $472K - $489K
17.4K $855K
SPYG
Spdr Portfolio

ETFs
3.74K
New
$71.83 - $95.32 $269K - $357K
3.74K $356K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
4.87K
+ 7.24%
$45.11 - $52.34 $220K - $255K
72.2K $3.78M
VCIT
Vanguard Intermediate Term Cor

ETFs
3.49K
+ 52.74%
$79.56 - $82.92 $278K - $289K
10.1K $838K
AMD
Advanced Micro Devices Inc

Technology
2K
New
$78.21 - $143.81 $156K - $288K
2K $283K
AMGN
Amgen Inc

Healthcare
977
+ 2272.09%
$262.28 - $309.85 $256K - $303K
1.02K $284K
VTV
Vanguard Value ETF

ETFs
1.42K
+ 32.36%
$153.67 - $176.74 $218K - $251K
5.81K $1.03M
VTWO
Vanguard Russell 2000 ETF

ETFs
2.49K
+ 57.51%
$70.56 - $87.22 $176K - $217K
6.81K $594K
TXN
Texas Instruments Inc

Technology
500
+ 12.87%
N/A
4.39K $910K
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.65K
+ 59.68%
$72.02 - $73.82 $191K - $196K
7.09K $522K
DIS
Walt Disney CO

Communication Services
1.5K
+ 30000.0%
$81.72 - $124.01 $123K - $186K
1.51K $186K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
288
+ 97.96%
$456.74 - $568.03 $132K - $164K
582 $330K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.66K
+ 14.16%
$35.35 - $42.68 $93.9K - $113K
21.4K $912K
JPM
Jpmorgan Chase & CO

Financial Services
300
+ 23.4%
$210.28 - $289.91 $63.1K - $87K
1.58K $458K
IBM
International Business Machines Corp

Technology
473
New
$221.03 - $294.78 $105K - $139K
473 $139K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.51K
New
$65.84 - $80.81 $99.4K - $122K
1.51K $120K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
1.29K
New
$75.29 - $91.16 $97K - $118K
1.29K $116K
META
Meta Platforms, Inc.

Communication Services
150
New
$484.66 - $738.09 $72.7K - $111K
150 $110K
IEFA
Ishares Tr

ETFs
865
+ 30.86%
$67.83 - $84.09 $58.7K - $72.7K
3.67K $306K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
124
+ 2.26%
$108.06 - $135.3 $13.4K - $16.8K
5.6K $758K
HON
Honeywell International Inc

Industrials
350
New
$182.86 - $232.88 $64K - $81.5K
350 $81K
QCOM
Qualcomm Inc

Technology
500
+ 1041.67%
$124.66 - $159.48 $62.3K - $79.7K
548 $87K
WFC
Wells Fargo & Company

Financial Services
1K
New
$60.98 - $80.12 $61K - $80.1K
1K $80K
UNH
Unitedhealth Group Inc

Healthcare
300
+ 410.96%
$274.35 - $599.47 $82.3K - $180K
373 $116K
IYG
Ishares Tr

ETFs
900
New
$68.9 - $85.6 $62K - $77K
900 $77K
AAPL
Apple Inc.

Technology
724
+ 16.58%
$172.42 - $223.89 $125K - $162K
5.09K $1.04M
IEMG
Ishares Inc

ETFs
752
+ 18.66%
N/A
4.78K $287K
CSCO
Cisco Systems, Inc.

Technology
1K
+ 558.66%
$53.19 - $69.38 $53.2K - $69.4K
1.18K $81K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
481
New
$107.61 - $119.09 $51.8K - $57.3K
481 $57K
SPY
Spdr S&P 500 ETF Trust

ETFs
57
+ 16.76%
$496.48 - $617.85 $28.3K - $35.2K
397 $245K
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.88K
+ 1737.96%
$22.27 - $29.21 $41.8K - $54.8K
1.99K $57K
SUB
Ishares Short Term National Mu

ETFs
525
New
$104.77 - $106.34 $55K - $55.8K
525 $55K
VBR
Vanguard Small Cap Value ETF

ETFs
263
+ 128.92%
$162.76 - $195.77 $42.8K - $51.5K
467 $91K
BAC
Bank Of America Corp

Financial Services
1K
+ 220.26%
$34.39 - $47.46 $34.4K - $47.5K
1.45K $68K
PHO
Invesco Exchange Traded Fd Tr

ETFs
600
New
$58.13 - $69.92 $34.9K - $42K
600 $41K
BA
Boeing CO

Industrials
200
New
$136.59 - $217.51 $27.3K - $43.5K
200 $41K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.31K
+ 5945.45%
$24.38 - $30.18 $31.9K - $39.5K
1.33K $40K
EOG
Eog Resources Inc

Energy
300
New
$104.61 - $129.97 $31.4K - $39K
300 $35K
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.23K
New
$23.55 - $27.67 $29K - $34.1K
1.23K $34K
UNP
Union Pacific Corp

Industrials
168
+ 18.9%
$208.27 - $238.46 $35K - $40.1K
1.06K $243K
Activity Summary
Buys All Purchases 86 New Holdings 39 Increased Positions 47 Sells All Sells 4 Reductions 4 Sold out 0 Options Calls 0 Puts 0
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