Keener Financial Planning LLC Reduced Holdings in Q1 2024

Keener Financial Planning LLC

  • $145 Million
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.76K
- 18.33%
$71.76 - $73.66 $127K - $130K
7.86K $571K
XOM
Exxon Mobil Corp

Energy
-648
- 81.1%
$96.8 - $116.24 $62.7K - $75.3K
151 $18K
AVGO
Broadcom Inc.

Technology
-66
- 50.0%
$1049.01 - $1407.01 $69.2K - $92.9K
66 $88K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-530
- 7.13%
$76.87 - $77.64 $40.7K - $41.1K
6.91K $534K
ABT
Abbott Laboratories

Healthcare
-346
- 37.32%
$109.52 - $120.96 $37.9K - $41.9K
581 $67K
TXN
Texas Instruments Inc

Technology
-300
- 5.58%
$156.85 - $175.27 $47.1K - $52.6K
5.07K $884K
HON
Honeywell International Inc

Industrials
-120
- 25.53%
$193.01 - $209.0 $23.2K - $25.1K
350 $72K
CVX
Chevron Corp

Energy
-190
- 51.77%
$141.82 - $157.74 $26.9K - $30K
177 $28K
VCIT
Vanguard Intermediate Term Cor

ETFs
-200
- 1.6%
$79.39 - $81.28 $15.9K - $16.3K
12.3K $990K
AAL
American Airlines Group Inc.

Industrials
-2.68K
- 27.03%
$12.93 - $15.68 $34.7K - $42.1K
7.24K $112K
BNDX
Vanguard Total International B

ETFs
-348
- 14.46%
$48.47 - $49.33 $16.9K - $17.2K
2.06K $102K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-88
- 5.58%
$76.34 - $77.25 $6.72K - $6.8K
1.49K $115K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-178
- 6.29%
$32.38 - $32.91 $5.76K - $5.86K
2.65K $87K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-153
- 47.66%
$8.11 - $11.66 $1.24K - $1.78K
168 $2K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-18
- 5.42%
$77.86 - $83.58 $1.4K - $1.5K
314 $27K
SPMD
Spdr Portfolio

ETFs
-218
- 6.72%
$47.16 - $53.34 $10.3K - $11.6K
3.03K $162K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-13
- 0.06%
$39.85 - $43.04 $518 - $560
21.2K $914K
DIS
Walt Disney CO

Communication Services
-102
- 6.37%
$89.29 - $122.36 $9.11K - $12.5K
1.5K $184K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-108
- 1.7%
$102.91 - $114.96 $11.1K - $12.4K
6.23K $717K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.48K
- 1.34%
$32.85 - $35.9 $48.7K - $53.2K
109K $3.91M
Activity Summary
Buys All Purchases 68 New Holdings 31 Increased Positions 37 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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