Keener Financial Planning LLC has filed its 13F form on July 26, 2024 for Q2 2024 where it was disclosed a total value porftolio of $153 Million distributed in 185 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 1500 Compos with a value of $54.6M, Vanguard Ftse Developed Market with a value of $30.9M, Ishares Core S&P Sm Cap ETF with a value of $12.6M, Vanguard Ftse Emerging Mkts Et with a value of $8.08M, and Spdr Portfolio S&P 500 Value E with a value of $8M.
Examining the 13F form we can see an increase of $7.87M in the current position value, from $145M to 153M.
Keener Financial Planning LLC is based out at Keller, TX
Below you can find more details about Keener Financial Planning LLC portfolio as well as his latest detailed transactions.