The Analysis of Keener Financial Planning LLC's Holdings
Currently, Keener Financial Planning LLC holds 227 types of securities in its portfolio with a total value $215.6K. In the most recent quarter, they have increased their positions in AVLV (+13.4K shares, valued at $967.1402728964233), AAPL (+3.0K shares, valued at $763.1205340585982), IJR (+6.0K shares, valued at $710.591571095098); decreased their positions in TXN (-3.8K shares, valued at $694.0999999999999), SPYV (-8.8K shares, valued at $485.5744345496099), AVGO (-660 shares, valued at $215.21739130434784); initiated new positions in NXG (+3.0K shares, valued at $146), SRV (+1.1K shares, valued at $50), ECAT (+1.9K shares, valued at $30). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPTM SPDR SERIES TRUST975.9K shares0.77%2025-09-302025-11-07
VEA VANGUARD TAX-MANAGED FDS769.1K shares0.80%2025-09-302025-11-07 IJR ISHARES TR157.6K shares3.94%2025-09-302025-11-07 AVLV AMERICAN CENTY ETF TR212.8K shares6.71%2025-09-302025-11-07 VWO VANGUARD INTL EQUITY INDEX F225.2K shares1.77%2025-09-302025-11-07 VTI VANGUARD INDEX FDS15.0K shares0.00%2025-09-302025-11-07 SPDW SPDR INDEX SHS FDS104.0K shares-0.19%2025-09-302025-11-07 SPYV SPDR SERIES TRUST63.4K shares-12.15%2025-09-302025-11-07 DFAC DIMENSIONAL ETF TRUST62.6K shares0.00%2025-09-302025-11-07 AAPL APPLE INC8.1K shares58.89%2025-09-302025-11-07 MSFT MICROSOFT CORP3.0K shares2.42%2025-09-302025-11-07 NVDA NVIDIA CORPORATION7.2K shares0.00%2025-09-302025-11-07 IVV ISHARES TR1.7K shares0.00%2025-09-302025-11-07 VTV VANGUARD INDEX FDS5.8K shares0.00%2025-09-302025-11-07 SPSM SPDR SERIES TRUST21.4K shares0.00%2025-09-302025-11-07 VTEB VANGUARD MUN BD FDS17.7K shares1.46%2025-09-302025-11-07 ITOT ISHARES TR5.8K shares0.00%2025-09-302025-11-07 ESGU ISHARES TR5.3K shares-6.10%2025-09-302025-11-07 VCIT VANGUARD SCOTTSDALE FDS8.0K shares-20.55%2025-09-302025-11-07 VTWO VANGUARD SCOTTSDALE FDS6.7K shares-1.58%2025-09-302025-11-07 VCSH VANGUARD SCOTTSDALE FDS7.9K shares5.05%2025-09-302025-11-07 SCHB SCHWAB STRATEGIC TR21.2K shares0.70%2025-09-302025-11-07 BND VANGUARD BD INDEX FDS7.0K shares-1.68%2025-09-302025-11-07 SPEM SPDR INDEX SHS FDS11.0K shares-0.32%2025-09-302025-11-07 SUSB ISHARES TR20.0K shares0.00%2025-09-302025-11-07 LLY ELI LILLY & CO664 shares0.00%2025-09-302025-11-07 JPM JPMORGAN CHASE & CO.1.6K shares0.00%2025-09-302025-11-07 WMT WALMART INC4.5K shares0.00%2025-09-302025-11-07 BRK.B BERKSHIRE HATHAWAY INC DEL856 shares-18.94%2025-09-302025-11-07 GOOGL ALPHABET INC1.6K shares-23.43%2025-09-302025-11-07 SPYG SPDR SERIES TRUST3.7K shares0.00%2025-09-302025-11-07 VB VANGUARD INDEX FDS1.5K shares0.00%2025-09-302025-11-07 NUDM NUSHARES ETF TR9.5K shares0.00%2025-09-302025-11-07 IEFA ISHARES TR3.7K shares1.96%2025-09-302025-11-07 AMD ADVANCED MICRO DEVICES INC2.0K shares0.00%2025-09-302025-11-07 DFAT DIMENSIONAL ETF TRUST5.3K shares0.00%2025-09-302025-11-07 DDM PROSHARES TR2.8K shares0.00%2025-09-302025-11-07 AMGN AMGEN INC1.0K shares0.00%2025-09-302025-11-07 IEMG ISHARES INC4.1K shares-14.76%2025-09-302025-11-07 IJS ISHARES TR2.3K shares0.00%2025-09-302025-11-07 UNP UNION PAC CORP1.1K shares0.00%2025-09-302025-11-07 SUSC ISHARES TR10.4K shares19.67%2025-09-302025-11-07 EUSB ISHARES TR5.5K shares24.51%2025-09-302025-11-07 ESGE ISHARES INC5.5K shares-8.84%2025-09-302025-11-07 SPSB SPDR SERIES TRUST7.8K shares3.89%2025-09-302025-11-07 SPY SPDR S&P 500 ETF TR340 shares-14.36%2025-09-302025-11-07 BNDW VANGUARD SCOTTSDALE FDS2.9K shares-1.65%2025-09-302025-11-07 HLT HILTON WORLDWIDE HLDGS INC724 shares0.00%2025-09-302025-11-07 ESGD ISHARES TR2.0K shares0.00%2025-09-302025-11-07 DMXF ISHARES TR2.4K shares0.00%2025-09-302025-11-07 VOO VANGUARD INDEX FDS294 shares-49.48%2025-09-302025-11-07 SPMD SPDR SERIES TRUST3.0K shares0.00%2025-09-302025-11-07 DIS DISNEY WALT CO1.5K shares0.00%2025-09-302025-11-07 NULV NUSHARES ETF TR3.8K shares6.86%2025-09-302025-11-07 TCBI TEXAS CAP BANCSHARES INC1.9K shares0.00%2025-09-302025-11-07 EXPE EXPEDIA GROUP INC750 shares0.00%2025-09-302025-11-07 SHM SPDR SERIES TRUST3.3K shares-2.32%2025-09-302025-11-07 ESML ISHARES TR3.4K shares0.00%2025-09-302025-11-07 NXG NXG NEXTGEN INFRASTR INCM FD3.0K sharesnew addition2025-09-302025-11-07 AMZN AMAZON COM INC650 shares0.00%2025-09-302025-11-07 EMXC ISHARES INC2.1K shares0.00%2025-09-302025-11-07 CMA COMERICA INC2.0K shares0.00%2025-09-302025-11-07 IBM INTERNATIONAL BUSINESS MACHS473 shares0.00%2025-09-302025-11-07 UNH UNITEDHEALTH GROUP INC373 shares0.00%2025-09-302025-11-07 VYMI VANGUARD WHITEHALL FDS1.5K shares0.00%2025-09-302025-11-07 GOOG ALPHABET INC500 shares0.00%2025-09-302025-11-07 QQQM INVESCO EXCH TRADED FD TR II493 shares0.00%2025-09-302025-11-07 VIGI VANGUARD WHITEHALL FDS1.3K shares0.00%2025-09-302025-11-07 META META PLATFORMS INC150 shares0.00%2025-09-302025-11-07 TXN TEXAS INSTRS INC600 shares-86.32%2025-09-302025-11-07 BSV VANGUARD BD INDEX FDS1.4K shares-6.41%2025-09-302025-11-07 SPIB SPDR SERIES TRUST2.9K shares-13.54%2025-09-302025-11-07 PG PROCTER AND GAMBLE CO635 shares0.00%2025-09-302025-11-07 ROK ROCKWELL AUTOMATION INC278 shares0.00%2025-09-302025-11-07 VBR VANGUARD INDEX FDS467 shares0.00%2025-09-302025-11-07 ABBV ABBVIE INC400 shares0.00%2025-09-302025-11-07 QCOM QUALCOMM INC548 shares0.00%2025-09-302025-11-07 VPL VANGUARD INTL EQUITY INDEX F1.0K shares0.00%2025-09-302025-11-07 VO VANGUARD INDEX FDS293 shares3.53%2025-09-302025-11-07 WFC WELLS FARGO CO NEW1.0K shares0.00%2025-09-302025-11-07 CSCO CISCO SYS INC1.2K shares0.00%2025-09-302025-11-07 IYG ISHARES TR900 shares0.00%2025-09-302025-11-07 BAC BANK AMERICA CORP1.5K shares0.00%2025-09-302025-11-07 AVGO BROADCOM INC230 shares-74.16%2025-09-302025-11-07 V VISA INC220 shares0.00%2025-09-302025-11-07 T AT&T INC2.6K shares8.23%2025-09-302025-11-07 HON HONEYWELL INTL INC350 shares0.00%2025-09-302025-11-07 AAL AMERICAN AIRLS GROUP INC6.4K shares-12.00%2025-09-302025-11-07 PEP PEPSICO INC492 shares0.00%2025-09-302025-11-07 ABT ABBOTT LABS509 shares0.00%2025-09-302025-11-07 TSM TAIWAN SEMICONDUCTOR MFG LTD237 shares0.00%2025-09-302025-11-07 TROW PRICE T ROWE GROUP INC600 shares0.00%2025-09-302025-11-07 XLK SELECT SECTOR SPDR TR219 shares0.46%2025-09-302025-11-07 CVS CVS HEALTH CORP783 shares0.00%2025-09-302025-11-07 GL GLOBE LIFE INC418 shares0.00%2025-09-302025-11-07 JNJ JOHNSON & JOHNSON313 shares0.00%2025-09-302025-11-07 SUB ISHARES TR532 shares1.33%2025-09-302025-11-07 VST VISTRA CORP290 shares0.00%2025-09-302025-11-07 VOE VANGUARD INDEX FDS316 shares0.00%2025-09-302025-11-07 SPAB SPDR SERIES TRUST2.1K shares0.00%2025-09-302025-11-07 SNPS SYNOPSYS INC108 shares0.00%2025-09-302025-11-07 PANW PALO ALTO NETWORKS INC260 shares0.00%2025-09-302025-11-07 SRV NXG CUSHING MIDSTREAM ENERGY1.1K sharesnew addition2025-09-302025-11-07 ONEQ FIDELITY COMWLTH TR543 shares0.00%2025-09-302025-11-07 IJH ISHARES TR735 shares-11.45%2025-09-302025-11-07 ACWV ISHARES INC380 shares-21.00%2025-09-302025-11-07 SCHE SCHWAB STRATEGIC TR1.3K shares0.00%2025-09-302025-11-07 LUV SOUTHWEST AIRLS CO1.4K shares0.00%2025-09-302025-11-07 BA BOEING CO200 shares0.00%2025-09-302025-11-07 PHO INVESCO EXCHANGE TRADED FD T600 shares0.00%2025-09-302025-11-07 VUG VANGUARD INDEX FDS83 shares0.00%2025-09-302025-11-07 CMG CHIPOTLE MEXICAN GRILL INC950 shares0.00%2025-09-302025-11-07 MAR MARRIOTT INTL INC NEW134 shares0.00%2025-09-302025-11-07 EOG EOG RES INC300 shares0.00%2025-09-302025-11-07 MUB ISHARES TR296 shares36.41%2025-09-302025-11-07 QUAL ISHARES TR160 shares0.00%2025-09-302025-11-07 ECAT BLACKROCK ESG CAP ALLC TERM1.9K sharesnew addition2025-09-302025-11-07 MMM 3M CO196 shares0.00%2025-09-302025-11-07 BCAT BLACKROCK CAP ALLOCATION TER2.0K sharesnew addition2025-09-302025-11-07 PDP INVESCO EXCHANGE TRADED FD T251 shares0.00%2025-09-302025-11-07 MRK MERCK & CO INC329 shares0.00%2025-09-302025-11-07 PEG PUBLIC SVC ENTERPRISE GRP IN332 shares0.00%2025-09-302025-11-07 ASML ASML HOLDING N V28 shares0.00%2025-09-302025-11-07 IAU ISHARES GOLD TR365 shares-11.62%2025-09-302025-11-07 VBK VANGUARD INDEX FDS87 shares0.00%2025-09-302025-11-07 EAGG ISHARES TR510 shares0.00%2025-09-302025-11-07 FDVV FIDELITY COVINGTON TRUST422 shares0.00%2025-09-302025-11-07 MFC MANULIFE FINL CORP722 shares0.00%2025-09-302025-11-07 ADP AUTOMATIC DATA PROCESSING IN74 shares0.00%2025-09-302025-11-07 BMY BRISTOL-MYERS SQUIBB CO468 shares0.00%2025-09-302025-11-07 USMV ISHARES TR224 shares0.00%2025-09-302025-11-07 GLDM WORLD GOLD TR283 sharesnew addition2025-09-302025-11-07 QQQ INVESCO QQQ TR34 shares0.00%2025-09-302025-11-07 EME EMCOR GROUP INC30 shares0.00%2025-09-302025-11-07 HPQ HP INC700 shares0.00%2025-09-302025-11-07 VIG VANGUARD SPECIALIZED FUNDS90 shares0.00%2025-09-302025-11-07 LOW LOWES COS INC73 shares0.00%2025-09-302025-11-07 THQ ABRDN HEALTHCARE OPPORTUNITI1.1K sharesnew addition2025-09-302025-11-07 AEE AMEREN CORP168 shares0.00%2025-09-302025-11-07 IVLU ISHARES TR491 shares0.00%2025-09-302025-11-07 MCD MCDONALDS CORP59 shares0.00%2025-09-302025-11-07 LNT ALLIANT ENERGY CORP228 shares0.00%2025-09-302025-11-07 AJG GALLAGHER ARTHUR J & CO49 shares0.00%2025-09-302025-11-07 FNDE SCHWAB STRATEGIC TR436 shares0.00%2025-09-302025-11-07 YUM YUM BRANDS INC100 shares0.00%2025-09-302025-11-07 ADI ANALOG DEVICES INC57 shares0.00%2025-09-302025-11-07 MWA MUELLER WTR PRODS INC571 shares0.00%2025-09-302025-11-07 AFL AFLAC INC125 shares0.00%2025-09-302025-11-07 DGRO ISHARES TR186 shares0.00%2025-09-302025-11-07 LIN LINDE PLC26 shares0.00%2025-09-302025-11-07 ANET ARISTA NETWORKS INC80 shares0.00%2025-09-302025-11-07 BLK BLACKROCK INC10 shares0.00%2025-09-302025-11-07 PSX PHILLIPS 6682 shares0.00%2025-09-302025-11-07 COST COSTCO WHSL CORP NEW11 shares0.00%2025-09-302025-11-07 GD GENERAL DYNAMICS CORP31 shares0.00%2025-09-302025-11-07 ITW ILLINOIS TOOL WKS INC40 shares0.00%2025-09-302025-11-07 LHX L3HARRIS TECHNOLOGIES INC35 shares0.00%2025-09-302025-11-07 NFLX NETFLIX INC9 shares0.00%2025-09-302025-11-07 NSC NORFOLK SOUTHN CORP34 shares0.00%2025-09-302025-11-07 VEU VANGUARD INTL EQUITY INDEX F148 shares0.00%2025-09-302025-11-07 CB CHUBB LIMITED36 shares0.00%2025-09-302025-11-07 APPN APPIAN CORP314 shares0.00%2025-09-302025-11-07 CLM CORNERSTONE STRATEGIC INVEST1.1K sharesnew addition2025-09-302025-11-07 PAYX PAYCHEX INC69 shares0.00%2025-09-302025-11-07 PWR QUANTA SVCS INC21 shares0.00%2025-09-302025-11-07 SBUX STARBUCKS CORP100 shares0.00%2025-09-302025-11-07 EMR EMERSON ELEC CO58 shares0.00%2025-09-302025-11-07 GWW GRAINGER W W INC8 shares0.00%2025-09-302025-11-07 PLMR PALOMAR HLDGS INC60 shares0.00%2025-09-302025-11-07 QTWO Q2 HLDGS INC97 sharesnew addition2025-09-302025-11-07 ACN ACCENTURE PLC IRELAND30 shares0.00%2025-09-302025-11-07 APD AIR PRODS & CHEMS INC24 shares0.00%2025-09-302025-11-07 XOM EXXON MOBIL CORP55 shares0.00%2025-09-302025-11-07 XLG INVESCO EXCHANGE TRADED FD T115 shares0.00%2025-09-302025-11-07 REET ISHARES TR267 shares-34.24%2025-09-302025-11-07 NEE NEXTERA ENERGY INC80 shares0.00%2025-09-302025-11-07 OKE ONEOK INC NEW95 shares0.00%2025-09-302025-11-07 PFE PFIZER INC261 shares0.00%2025-09-302025-11-07 XLE SELECT SECTOR SPDR TR75 shares0.00%2025-09-302025-11-07 SNOW SNOWFLAKE INC29 shares0.00%2025-09-302025-11-07 SMOG VANECK ETF TRUST50 shares0.00%2025-09-302025-11-07 WIX WIX COM LTD36 shares0.00%2025-09-302025-11-07 AMT AMERICAN TOWER CORP NEW30 shares0.00%2025-09-302025-11-07 KVUE KENVUE INC369 shares0.00%2025-09-302025-11-07 RTX RTX CORPORATION35 shares0.00%2025-09-302025-11-07 WEC WEC ENERGY GROUP INC50 shares0.00%2025-09-302025-11-07 FDS FACTSET RESH SYS INC17 shares0.00%2025-09-302025-11-07 HAL HALLIBURTON CO182 shares0.00%2025-09-302025-11-07 SCHP SCHWAB STRATEGIC TR156 shares0.00%2025-09-302025-11-07 VONG VANGUARD SCOTTSDALE FDS37 sharesnew addition2025-09-302025-11-07 VONV VANGUARD SCOTTSDALE FDS47 sharesnew addition2025-09-302025-11-07 NCLH NORWEGIAN CRUISE LINE HLDG L200 shares100.00%2025-09-302025-11-07 SCHX SCHWAB STRATEGIC TR138 shares0.00%2025-09-302025-11-07 SCHG SCHWAB STRATEGIC TR108 shares-94.56%2025-09-302025-11-07 SOLV SOLVENTUM CORP49 shares0.00%2025-09-302025-11-07 TGT TARGET CORP38 shares0.00%2025-09-302025-11-07 TMO THERMO FISHER SCIENTIFIC INC8 shares0.00%2025-09-302025-11-07 XOVR ENTREPRENEURSHARES SERIES TR100 shares0.00%2025-09-302025-11-07 IJK ISHARES TR29 shares0.00%2025-09-302025-11-07 USIG ISHARES TR53 sharesnew addition2025-09-302025-11-07 FVRR FIVERR INTL LTD98 shares0.00%2025-09-302025-11-07 F FORD MTR CO100 shares0.00%2025-09-302025-11-07 GSK GSK PLC46 shares0.00%2025-09-302025-11-07 MBB ISHARES TR20 sharesnew addition2025-09-302025-11-07 KD KYNDRYL HLDGS INC34 shares0.00%2025-09-302025-11-07 FNDX SCHWAB STRATEGIC TR72 shares0.00%2025-09-302025-11-07 SCHD SCHWAB STRATEGIC TR45 shares0.00%2025-09-302025-11-07 HLN HALEON PLC58 shares0.00%2025-09-302025-11-07 PCY INVESCO EXCH TRADED FD TR II11 sharesnew addition2025-09-302025-11-07 IXN ISHARES TR1 sharesnew addition2025-09-302025-11-07 EMB ISHARES TR8 sharesnew addition2025-09-302025-11-07 GOVT ISHARES TR17 sharesnew addition2025-09-302025-11-07 USHY ISHARES TR4 sharesnew addition2025-09-302025-11-07 SGOV ISHARES TR3 shares-97.46%2025-09-302025-11-07 LITE LUMENTUM HLDGS INC1 shares0.00%2025-09-302025-11-07 OGN ORGANON & CO32 shares0.00%2025-09-302025-11-07 CWB SPDR SERIES TRUST4 shares0.00%2025-09-302025-11-07 SCHF SCHWAB STRATEGIC TR40 shares0.00%2025-09-302025-11-07 SCHC SCHWAB STRATEGIC TR17 shares0.00%2025-09-302025-11-07 XLF SELECT SECTOR SPDR TR7 sharesnew addition2025-09-302025-11-07 TJX TJX COS INC NEW3 shares0.00%2025-09-302025-11-07 TWLO TWILIO INC1 shares0.00%2025-09-302025-11-07 EMLC VANECK ETF TRUST14 sharesnew addition2025-09-302025-11-07 VMBS VANGUARD SCOTTSDALE FDS10 sharesnew addition2025-09-302025-11-07 VOT VANGUARD INDEX FDS3 shares0.00%2025-09-302025-11-07 VIAV VIAVI SOLUTIONS INC8 shares0.00%2025-09-302025-11-07 WBD WARNER BROS DISCOVERY INCN/A sharesnew addition2025-09-302025-11-07 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available