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The Analysis of Keener Financial Planning LLC's Holdings & P&L

Currently, Keener Financial Planning LLC holds 61 types of securities in its portfolio with a total value $279.6K. In the most recent quarter, they have increased their positions in SPTM (+56.7K shares, valued at $5.1K), VEA (+21.7K shares, valued at $1.5K), AVLV (+14.5K shares, valued at $1.3K); decreased their positions in AMD (-1.3K shares, valued at $728.913678618858), MSFT (-1.9K shares, valued at $712.6724649978787), SPYV (-6.7K shares, valued at $408.7365818810746); initiated new positions in VBR (+1.1K shares, valued at $276), MRVL (+867 shares, valued at $258), EMXC (+2.4K shares, valued at $246).

1M P&L

-20.9K-0.01%

3M P&L

+9.1M+3.48%

HY P&L

+37.2M+15.94%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A254.9K

96.3%

2Consumer Electronics3.3K

1.2%

3Semiconductors2.1K

0.8%

Top Industries by Stock Count

1N/A38 stocks

73.1%

2Semiconductors3 stocks

5.8%

3Internet Content & Information2 stocks

3.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPTM SPDR SERIES TRUST1.1M shares5.22%2026-06-302026-07-31

VEA VANGUARD TAX-MANAGED FDS824.1K shares2.71%2026-06-302026-07-31

IJR ISHARES TR175.3K shares2.29%2026-06-302026-07-31

AVLV AMERICAN CENTY ETF TR245.3K shares6.27%2026-06-302026-07-31

VWO VANGUARD INTL EQUITY INDEX F268.0K shares3.77%2026-06-302026-07-31

VANGUARD INDEX FDS VANGUARD INDEX FDS20.3K shares12.31%2026-06-302026-07-31

SPDW SPDR INDEX SHS FDS97.4K shares-3.14%2026-06-302026-07-31

AAPL APPLE INC11.3K shares5.52%2026-06-302026-07-31

Sponsored

SPYV SPDR SERIES TRUST53.2K shares-11.22%2026-06-302026-07-31

DFAC DIMENSIONAL ETF TRUST72.7K shares0.00%2026-06-302026-07-31

EXXON MOBIL CORP EXXON MOBIL CORP19.6K shares0.00%2026-06-302026-07-31

ITOT ISHARES TR9.8K shares52.07%2026-06-302026-07-31

NVDA NVIDIA CORPORATION7.2K shares0.92%2026-06-302026-07-31

ISHARES TR ISHARES TR1.8K shares2.71%2026-06-302026-07-31

VTV VANGUARD INDEX FDS5.9K shares0.00%2026-06-302026-07-31

SPSM SPDR SERIES TRUST21.5K shares0.00%2026-06-302026-07-31

Sponsored

ESGU ISHARES TR7.2K shares3.80%2026-06-302026-07-31

JPMORGAN CHASE & CO JPMORGAN CHASE & CO2.8K shares11.75%2026-06-302026-07-31

MSFT MICROSOFT CORP2.4K shares-44.78%2026-06-302026-07-31

VCSH VANGUARD SCOTTSDALE FDS11.0K shares42.72%2026-06-302026-07-31

VTEB VANGUARD MUN BD FDS16.3K shares6.93%2026-06-302026-07-31

VANGUARD SCOTTSDALE FDS VANGUARD SCOTTSDALE FDS6.6K shares-1.71%2026-06-302026-07-31

LLY ELI LILLY & CO613 shares-4.52%2026-06-302026-07-31

ISHARES TR ISHARES TR7.3K shares5.07%2026-06-302026-07-31

Sponsored

VCIT VANGUARD SCOTTSDALE FDS8.3K shares9.35%2026-06-302026-07-31

SCHB SCHWAB STRATEGIC TR21.0K shares0.00%2026-06-302026-07-31

GOOGL ALPHABET INC1.7K shares5.78%2026-06-302026-07-31

VOO VANGUARD INDEX FDS827 shares-7.60%2026-06-302026-07-31

SUSB ISHARES TR22.3K shares3.49%2026-06-302026-07-31

BRK.B BERKSHIRE HATHAWAY INC DEL1.0K shares19.62%2026-06-302026-07-31

BND VANGUARD BD INDEX FDS6.8K shares0.00%2026-06-302026-07-31

SUSC ISHARES TR21.2K shares58.06%2026-06-302026-07-31

Sponsored

EUSB ISHARES TR11.1K shares30.29%2026-06-302026-07-31

VB VANGUARD INDEX FDS1.5K shares0.99%2026-06-302026-07-31

SPEM SPDR INDEX SHS FDS8.8K shares-9.54%2026-06-302026-07-31

SPYG SPDR SERIES TRUST3.7K shares0.00%2026-06-302026-07-31

AMD ADVANCED MICRO DEVICES INC753 shares-62.52%2026-06-302026-07-31

DFAT DIMENSIONAL ETF TRUST6.2K shares0.00%2026-06-302026-07-31

ESGD ISHARES TR4.0K shares34.68%2026-06-302026-07-31

WMT WALMART INC3.5K shares-22.80%2026-06-302026-07-31

Sponsored

NUDM NUSHARES ETF TR9.5K shares0.00%2026-06-302026-07-31

ESGE ISHARES INC6.5K shares-0.08%2026-06-302026-07-31

IEMG ISHARES INC4.2K shares5.07%2026-06-302026-07-31

BSV VANGUARD BD INDEX FDS4.5K shares0.00%2026-06-302026-07-31

GOOG ALPHABET INC950 shares31.03%2026-06-302026-07-31

BROADCOM INC BROADCOM INC876 shares32.53%2026-06-302026-07-31

SHM SPDR SERIES TRUST6.6K shares19.52%2026-06-302026-07-31

UNP UNION PAC CORP1.1K shares0.00%2026-06-302026-07-31

Sponsored

IJS ISHARES TR2.3K shares0.00%2026-06-302026-07-31

NULV NUSHARES ETF TR5.8K shares17.26%2026-06-302026-07-31

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T374 shares0.00%2026-06-302026-07-31

VBR VANGUARD INDEX FDS1.1K sharesnew addition2026-06-302026-07-31

AMGN AMGEN INC733 shares-4.56%2026-06-302026-07-31

MRVL MARVELL TECHNOLOGY INC867 sharesnew addition2026-06-302026-07-31

ESML ISHARES TR4.5K shares-1.82%2026-06-302026-07-31

EMXC ISHARES INC2.4K sharesnew addition2026-06-302026-07-31

Sponsored

HLT HILTON WORLDWIDE HLDGS INC724 shares0.00%2026-06-302026-07-31

SPSB SPDR SERIES TRUST6.9K shares2.31%2026-06-302026-07-31

FITB FIFTH THIRD BANCORP3.7K sharesnew addition2026-06-302026-07-31

DMXF ISHARES TR2.4K sharesnew addition2026-06-302026-07-31

ISHARES TR ISHARES TR2.0K shares0.00%2026-06-302026-07-31

SPTM

SPDR SERIES TRUST

5.22%

Shares1.1M

Event2026-06-30

Filed2026-07-31

VEA

VANGUARD TAX-MANAGED FDS

2.71%

Shares824.1K

Event2026-06-30

Filed2026-07-31

IJR

ISHARES TR

2.29%

Shares175.3K

Event2026-06-30

Filed2026-07-31

AVLV

AMERICAN CENTY ETF TR

6.27%

Shares245.3K

Event2026-06-30

Filed2026-07-31

VWO

VANGUARD INTL EQUITY INDEX F

3.77%

Shares268.0K

Event2026-06-30

Filed2026-07-31

VANGUARD INDEX FDS

12.31%

Shares20.3K

Event2026-06-30

Filed2026-07-31

SPDW

SPDR INDEX SHS FDS

-3.14%

Shares97.4K

Event2026-06-30

Filed2026-07-31

AAPL

APPLE INC

5.52%

Shares11.3K

Event2026-06-30

Filed2026-07-31

SPYV

SPDR SERIES TRUST

-11.22%

Shares53.2K

Event2026-06-30

Filed2026-07-31

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares72.7K

Event2026-06-30

Filed2026-07-31

EXXON MOBIL CORP

0.00%

Shares19.6K

Event2026-06-30

Filed2026-07-31

ITOT

ISHARES TR

52.07%

Shares9.8K

Event2026-06-30

Filed2026-07-31

NVDA

NVIDIA CORPORATION

0.92%

Shares7.2K

Event2026-06-30

Filed2026-07-31

ISHARES TR

2.71%

Shares1.8K

Event2026-06-30

Filed2026-07-31

VTV

VANGUARD INDEX FDS

0.00%

Shares5.9K

Event2026-06-30

Filed2026-07-31

SPSM

SPDR SERIES TRUST

0.00%

Shares21.5K

Event2026-06-30

Filed2026-07-31

ESGU

ISHARES TR

3.80%

Shares7.2K

Event2026-06-30

Filed2026-07-31

JPMORGAN CHASE & CO

11.75%

Shares2.8K

Event2026-06-30

Filed2026-07-31

MSFT

MICROSOFT CORP

-44.78%

Shares2.4K

Event2026-06-30

Filed2026-07-31

VCSH

VANGUARD SCOTTSDALE FDS

42.72%

Shares11.0K

Event2026-06-30

Filed2026-07-31

VTEB

VANGUARD MUN BD FDS

6.93%

Shares16.3K

Event2026-06-30

Filed2026-07-31

VANGUARD SCOTTSDALE FDS

-1.71%

Shares6.6K

Event2026-06-30

Filed2026-07-31

LLY

ELI LILLY & CO

-4.52%

Shares613

Event2026-06-30

Filed2026-07-31

ISHARES TR

5.07%

Shares7.3K

Event2026-06-30

Filed2026-07-31

VCIT

VANGUARD SCOTTSDALE FDS

9.35%

Shares8.3K

Event2026-06-30

Filed2026-07-31

SCHB

SCHWAB STRATEGIC TR

0.00%

Shares21.0K

Event2026-06-30

Filed2026-07-31

GOOGL

ALPHABET INC

5.78%

Shares1.7K

Event2026-06-30

Filed2026-07-31

VOO

VANGUARD INDEX FDS

-7.60%

Shares827

Event2026-06-30

Filed2026-07-31

SUSB

ISHARES TR

3.49%

Shares22.3K

Event2026-06-30

Filed2026-07-31

BRK.B

BERKSHIRE HATHAWAY INC DEL

19.62%

Shares1.0K

Event2026-06-30

Filed2026-07-31

BND

VANGUARD BD INDEX FDS

0.00%

Shares6.8K

Event2026-06-30

Filed2026-07-31

SUSC

ISHARES TR

58.06%

Shares21.2K

Event2026-06-30

Filed2026-07-31

EUSB

ISHARES TR

30.29%

Shares11.1K

Event2026-06-30

Filed2026-07-31

VANGUARD INDEX FDS

0.99%

Shares1.5K

Event2026-06-30

Filed2026-07-31

SPEM

SPDR INDEX SHS FDS

-9.54%

Shares8.8K

Event2026-06-30

Filed2026-07-31

SPYG

SPDR SERIES TRUST

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-31

AMD

ADVANCED MICRO DEVICES INC

-62.52%

Shares753

Event2026-06-30

Filed2026-07-31

DFAT

DIMENSIONAL ETF TRUST

0.00%

Shares6.2K

Event2026-06-30

Filed2026-07-31

ESGD

ISHARES TR

34.68%

Shares4.0K

Event2026-06-30

Filed2026-07-31

WMT

WALMART INC

-22.80%

Shares3.5K

Event2026-06-30

Filed2026-07-31

NUDM

NUSHARES ETF TR

0.00%

Shares9.5K

Event2026-06-30

Filed2026-07-31

ESGE

ISHARES INC

-0.08%

Shares6.5K

Event2026-06-30

Filed2026-07-31

IEMG

ISHARES INC

5.07%

Shares4.2K

Event2026-06-30

Filed2026-07-31

BSV

VANGUARD BD INDEX FDS

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-31

GOOG

ALPHABET INC

31.03%

Shares950

Event2026-06-30

Filed2026-07-31

BROADCOM INC

32.53%

Shares876

Event2026-06-30

Filed2026-07-31

SHM

SPDR SERIES TRUST

19.52%

Shares6.6K

Event2026-06-30

Filed2026-07-31

UNP

UNION PAC CORP

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-31

IJS

ISHARES TR

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-31

NULV

NUSHARES ETF TR

17.26%

Shares5.8K

Event2026-06-30

Filed2026-07-31

STATE STR SPDR S&P 500 ETF T

0.00%

Shares374

Event2026-06-30

Filed2026-07-31

VBR

VANGUARD INDEX FDS

New

Shares1.1K

Event2026-06-30

Filed2026-07-31

AMGN

AMGEN INC

-4.56%

Shares733

Event2026-06-30

Filed2026-07-31

MRVL

MARVELL TECHNOLOGY INC

New

Shares867

Event2026-06-30

Filed2026-07-31

ESML

ISHARES TR

-1.82%

Shares4.5K

Event2026-06-30

Filed2026-07-31

EMXC

ISHARES INC

New

Shares2.4K

Event2026-06-30

Filed2026-07-31

HLT

HILTON WORLDWIDE HLDGS INC

0.00%

Shares724

Event2026-06-30

Filed2026-07-31

SPSB

SPDR SERIES TRUST

2.31%

Shares6.9K

Event2026-06-30

Filed2026-07-31

FITB

FIFTH THIRD BANCORP

New

Shares3.7K

Event2026-06-30

Filed2026-07-31

DMXF

ISHARES TR

New

Shares2.4K

Event2026-06-30

Filed2026-07-31

ISHARES TR

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-31

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available