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

Currently, Keener Financial Planning LLC holds 58 types of securities in its portfolio with a total value $237.9K. In the most recent quarter, they have increased their positions in SPTM (+60.1K shares, valued at $4.8K), VTI (+3.1K shares, valued at $1.0K), VWO (+17.5K shares, valued at $948.294727794362); decreased their positions in XOM (-2.1K shares, valued at $364.4978032083376), NVDA (-2.0K shares, valued at $343.6066053511706), VEA (-3.5K shares, valued at $224.7245302396538); initiated new positions in SCHP (+20.0K shares, valued at $531), SPSB (+6.8K shares, valued at $203).

1M P&L

+10.3M+4.05%

3M P&L

+12.7M+5.06%

HY P&L

+32.7M+14.15%

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/A224.2K

94.9%

2Oil & Gas Integrated3.3K

1.4%

3Consumer Electronics2.7K

1.2%

Top Industries by Stock Count

1N/A42 stocks

79.2%

2Semiconductors2 stocks

3.8%

3Drug Manufacturers - General2 stocks

3.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPTM SPDR SERIES TRUST1.1M shares5.85%2026-03-312026-05-01

VEA VANGUARD TAX-MANAGED FDS802.3K shares-0.44%2026-03-312026-05-01

IJR ISHARES TR171.4K shares3.03%2026-03-312026-05-01

AVLV AMERICAN CENTY ETF TR230.9K shares0.76%2026-03-312026-05-01

VWO VANGUARD INTL EQUITY INDEX F258.3K shares7.29%2026-03-312026-05-01

VTI VANGUARD INDEX FDS18.1K shares20.93%2026-03-312026-05-01

SPDW SPDR INDEX SHS FDS100.6K shares0.14%2026-03-312026-05-01

SPYV SPDR SERIES TRUST59.9K shares-0.15%2026-03-312026-05-01

Sponsored

XOM EXXON MOBIL CORP19.6K shares-9.89%2026-03-312026-05-01

DFAC DIMENSIONAL ETF TRUST72.7K shares-0.28%2026-03-312026-05-01

AAPL APPLE INC10.7K shares-5.00%2026-03-312026-05-01

MSFT MICROSOFT CORP4.3K shares12.97%2026-03-312026-05-01

NVDA NVIDIA CORPORATION7.2K shares-21.55%2026-03-312026-05-01

VTV VANGUARD INDEX FDS5.9K shares0.34%2026-03-312026-05-01

IVV ISHARES TR1.7K shares0.00%2026-03-312026-05-01

SPSM SPDR SERIES TRUST21.5K shares0.22%2026-03-312026-05-01

Sponsored

ESGU ISHARES TR7.0K shares1.95%2026-03-312026-05-01

ITOT ISHARES TR6.4K shares9.97%2026-03-312026-05-01

VTEB VANGUARD MUN BD FDS15.2K shares15.93%2026-03-312026-05-01

JPM JPMORGAN CHASE & CO2.5K shares0.00%2026-03-312026-05-01

VTWO VANGUARD SCOTTSDALE FDS6.7K shares0.00%2026-03-312026-05-01

VCIT VANGUARD SCOTTSDALE FDS7.6K shares-2.59%2026-03-312026-05-01

IEFA ISHARES TR6.9K shares9.38%2026-03-312026-05-01

VCSH VANGUARD SCOTTSDALE FDS7.7K shares-10.64%2026-03-312026-05-01

Sponsored

LLY ELI LILLY & CO642 shares0.00%2026-03-312026-05-01

WMT WALMART INC4.5K shares-0.97%2026-03-312026-05-01

SUSB ISHARES TR21.5K shares3.67%2026-03-312026-05-01

VANGUARD INDEX FDS VANGUARD INDEX FDS895 shares6.55%2026-03-312026-05-01

SCHP SCHWAB STRATEGIC TR20.0K sharesnew addition2026-03-312026-05-01

SCHB SCHWAB STRATEGIC TR21.0K shares0.00%2026-03-312026-05-01

BND VANGUARD BD INDEX FDS6.8K shares-2.45%2026-03-312026-05-01

ALPHABET INC ALPHABET INC1.6K shares0.00%2026-03-312026-05-01

Sponsored

SPEM SPDR INDEX SHS FDS9.8K shares0.00%2026-03-312026-05-01

AMD ADVANCED MICRO DEVICES INC2.0K shares0.00%2026-03-312026-05-01

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL836 shares-1.30%2026-03-312026-05-01

VB VANGUARD INDEX FDS1.5K shares-0.53%2026-03-312026-05-01

DFAT DIMENSIONAL ETF TRUST6.2K shares0.00%2026-03-312026-05-01

EUSB ISHARES TR8.6K shares10.26%2026-03-312026-05-01

SPYG SPDR SERIES TRUST3.7K shares0.00%2026-03-312026-05-01

BSV VANGUARD BD INDEX FDS4.5K shares-1.67%2026-03-312026-05-01

Sponsored

NUDM NUSHARES ETF TR9.5K shares0.00%2026-03-312026-05-01

SUSC ISHARES TR13.4K shares0.19%2026-03-312026-05-01

ESGE ISHARES INC6.5K shares7.46%2026-03-312026-05-01

DDM PROSHARES TR5.5K shares0.00%2026-03-312026-05-01

ESGD ISHARES TR3.0K shares-8.97%2026-03-312026-05-01

IEMG ISHARES INC4.0K shares-0.35%2026-03-312026-05-01

UNP UNION PAC CORP1.1K shares-17.06%2026-03-312026-05-01

AMGN AMGEN INC768 shares0.00%2026-03-312026-05-01

Sponsored

IJS ISHARES TR2.3K shares0.00%2026-03-312026-05-01

SHM SPDR SERIES TRUST5.5K shares15.94%2026-03-312026-05-01

SPY STATE STR SPDR S&P 500 ETF T374 shares0.00%2026-03-312026-05-01

NULV NUSHARES ETF TR4.9K shares-0.42%2026-03-312026-05-01

HLT HILTON WORLDWIDE HLDGS INC724 shares0.00%2026-03-312026-05-01

ESML ISHARES TR4.6K shares2.55%2026-03-312026-05-01

ALPHABET INC ALPHABET INC725 shares0.00%2026-03-312026-05-01

BROADCOM INC BROADCOM INC661 shares0.00%2026-03-312026-05-01

Sponsored

SPSB SPDR SERIES TRUST6.8K sharesnew addition2026-03-312026-05-01

AGG ISHARES TR2.0K shares-2.36%2026-03-312026-05-01

SPTM

SPDR SERIES TRUST

5.85%

Shares1.1M

Event2026-03-31

Filed2026-05-01

VEA

VANGUARD TAX-MANAGED FDS

-0.44%

Shares802.3K

Event2026-03-31

Filed2026-05-01

IJR

ISHARES TR

3.03%

Shares171.4K

Event2026-03-31

Filed2026-05-01

AVLV

AMERICAN CENTY ETF TR

0.76%

Shares230.9K

Event2026-03-31

Filed2026-05-01

VWO

VANGUARD INTL EQUITY INDEX F

7.29%

Shares258.3K

Event2026-03-31

Filed2026-05-01

VTI

VANGUARD INDEX FDS

20.93%

Shares18.1K

Event2026-03-31

Filed2026-05-01

SPDW

SPDR INDEX SHS FDS

0.14%

Shares100.6K

Event2026-03-31

Filed2026-05-01

SPYV

SPDR SERIES TRUST

-0.15%

Shares59.9K

Event2026-03-31

Filed2026-05-01

XOM

EXXON MOBIL CORP

-9.89%

Shares19.6K

Event2026-03-31

Filed2026-05-01

DFAC

DIMENSIONAL ETF TRUST

-0.28%

Shares72.7K

Event2026-03-31

Filed2026-05-01

AAPL

APPLE INC

-5.00%

Shares10.7K

Event2026-03-31

Filed2026-05-01

MSFT

MICROSOFT CORP

12.97%

Shares4.3K

Event2026-03-31

Filed2026-05-01

NVDA

NVIDIA CORPORATION

-21.55%

Shares7.2K

Event2026-03-31

Filed2026-05-01

VTV

VANGUARD INDEX FDS

0.34%

Shares5.9K

Event2026-03-31

Filed2026-05-01

IVV

ISHARES TR

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-01

SPSM

SPDR SERIES TRUST

0.22%

Shares21.5K

Event2026-03-31

Filed2026-05-01

ESGU

ISHARES TR

1.95%

Shares7.0K

Event2026-03-31

Filed2026-05-01

ITOT

ISHARES TR

9.97%

Shares6.4K

Event2026-03-31

Filed2026-05-01

VTEB

VANGUARD MUN BD FDS

15.93%

Shares15.2K

Event2026-03-31

Filed2026-05-01

JPM

JPMORGAN CHASE & CO

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-01

VTWO

VANGUARD SCOTTSDALE FDS

0.00%

Shares6.7K

Event2026-03-31

Filed2026-05-01

VCIT

VANGUARD SCOTTSDALE FDS

-2.59%

Shares7.6K

Event2026-03-31

Filed2026-05-01

IEFA

ISHARES TR

9.38%

Shares6.9K

Event2026-03-31

Filed2026-05-01

VCSH

VANGUARD SCOTTSDALE FDS

-10.64%

Shares7.7K

Event2026-03-31

Filed2026-05-01

LLY

ELI LILLY & CO

0.00%

Shares642

Event2026-03-31

Filed2026-05-01

WMT

WALMART INC

-0.97%

Shares4.5K

Event2026-03-31

Filed2026-05-01

SUSB

ISHARES TR

3.67%

Shares21.5K

Event2026-03-31

Filed2026-05-01

VANGUARD INDEX FDS

6.55%

Shares895

Event2026-03-31

Filed2026-05-01

SCHP

SCHWAB STRATEGIC TR

New

Shares20.0K

Event2026-03-31

Filed2026-05-01

SCHB

SCHWAB STRATEGIC TR

0.00%

Shares21.0K

Event2026-03-31

Filed2026-05-01

BND

VANGUARD BD INDEX FDS

-2.45%

Shares6.8K

Event2026-03-31

Filed2026-05-01

ALPHABET INC

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-01

SPEM

SPDR INDEX SHS FDS

0.00%

Shares9.8K

Event2026-03-31

Filed2026-05-01

AMD

ADVANCED MICRO DEVICES INC

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-01

BERKSHIRE HATHAWAY INC DEL

-1.30%

Shares836

Event2026-03-31

Filed2026-05-01

VANGUARD INDEX FDS

-0.53%

Shares1.5K

Event2026-03-31

Filed2026-05-01

DFAT

DIMENSIONAL ETF TRUST

0.00%

Shares6.2K

Event2026-03-31

Filed2026-05-01

EUSB

ISHARES TR

10.26%

Shares8.6K

Event2026-03-31

Filed2026-05-01

SPYG

SPDR SERIES TRUST

0.00%

Shares3.7K

Event2026-03-31

Filed2026-05-01

BSV

VANGUARD BD INDEX FDS

-1.67%

Shares4.5K

Event2026-03-31

Filed2026-05-01

NUDM

NUSHARES ETF TR

0.00%

Shares9.5K

Event2026-03-31

Filed2026-05-01

SUSC

ISHARES TR

0.19%

Shares13.4K

Event2026-03-31

Filed2026-05-01

ESGE

ISHARES INC

7.46%

Shares6.5K

Event2026-03-31

Filed2026-05-01

DDM

PROSHARES TR

0.00%

Shares5.5K

Event2026-03-31

Filed2026-05-01

ESGD

ISHARES TR

-8.97%

Shares3.0K

Event2026-03-31

Filed2026-05-01

IEMG

ISHARES INC

-0.35%

Shares4.0K

Event2026-03-31

Filed2026-05-01

UNP

UNION PAC CORP

-17.06%

Shares1.1K

Event2026-03-31

Filed2026-05-01

AMGN

AMGEN INC

0.00%

Shares768

Event2026-03-31

Filed2026-05-01

IJS

ISHARES TR

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-01

SHM

SPDR SERIES TRUST

15.94%

Shares5.5K

Event2026-03-31

Filed2026-05-01

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares374

Event2026-03-31

Filed2026-05-01

NULV

NUSHARES ETF TR

-0.42%

Shares4.9K

Event2026-03-31

Filed2026-05-01

HLT

HILTON WORLDWIDE HLDGS INC

0.00%

Shares724

Event2026-03-31

Filed2026-05-01

ESML

ISHARES TR

2.55%

Shares4.6K

Event2026-03-31

Filed2026-05-01

ALPHABET INC

0.00%

Shares725

Event2026-03-31

Filed2026-05-01

BROADCOM INC

0.00%

Shares661

Event2026-03-31

Filed2026-05-01

SPSB

SPDR SERIES TRUST

New

Shares6.8K

Event2026-03-31

Filed2026-05-01

AGG

ISHARES TR

-2.36%

Shares2.0K

Event2026-03-31

Filed2026-05-01

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available