The Analysis of Keener Financial Planning LLC's Holdings
Currently, Keener Financial Planning LLC holds 58 types of securities in its portfolio with a total value $231.4K. In the most recent quarter, they have increased their positions in SPTM (+50.7K shares, valued at $4.2K), XOM (+21.7K shares, valued at $2.6K), VEA (+36.7K shares, valued at $2.3K); decreased their positions in VTEB (-4.5K shares, valued at $228.4596958174905), SPYV (-3.4K shares, valued at $195.1327278786869), SPDW (-3.5K shares, valued at $156.88077202552182); initiated new positions in GBCI (+4.9K shares, valued at $217), AGG (+2.1K shares, valued at $207). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPTM SPDR SERIES TRUST1.0M shares5.20%2025-12-312026-01-23
VEA VANGUARD TAX-MANAGED FDS805.8K shares4.77%2025-12-312026-01-23 IJR ISHARES TR166.4K shares5.54%2025-12-312026-01-23 AVLV AMERICAN CENTY ETF TR229.1K shares7.66%2025-12-312026-01-23 VWO VANGUARD INTL EQUITY INDEX F240.7K shares6.88%2025-12-312026-01-23 VTI VANGUARD INDEX FDS15.0K shares-0.47%2025-12-312026-01-23 SPDW SPDR INDEX SHS FDS100.5K shares-3.40%2025-12-312026-01-23 SPYV SPDR SERIES TRUST60.0K shares-5.41%2025-12-312026-01-23 AAPL APPLE INC11.3K shares39.40%2025-12-312026-01-23 DFAC DIMENSIONAL ETF TRUST72.9K shares16.55%2025-12-312026-01-23 XOM EXXON MOBIL CORP21.7K shares39396.36%2025-12-312026-01-23 MSFT MICROSOFT CORP3.8K shares25.72%2025-12-312026-01-23 NVDA NVIDIA CORPORATION9.1K shares27.22%2025-12-312026-01-23 IVV ISHARES TR1.7K shares2.73%2025-12-312026-01-23 VTV VANGUARD INDEX FDS5.9K shares1.19%2025-12-312026-01-23 ESGU ISHARES TR6.8K shares29.98%2025-12-312026-01-23 SPSM SPDR SERIES TRUST21.4K shares0.00%2025-12-312026-01-23 ITOT ISHARES TR5.8K shares0.00%2025-12-312026-01-23 JPM JPMORGAN CHASE & CO.2.5K shares60.81%2025-12-312026-01-23 LLY ELI LILLY & CO642 shares-3.31%2025-12-312026-01-23 VCSH VANGUARD SCOTTSDALE FDS8.6K shares9.07%2025-12-312026-01-23 VTWO VANGUARD SCOTTSDALE FDS6.7K shares0.00%2025-12-312026-01-23 VTEB VANGUARD MUN BD FDS13.2K shares-25.69%2025-12-312026-01-23 VCIT VANGUARD SCOTTSDALE FDS7.8K shares-2.79%2025-12-312026-01-23 IEFA ISHARES TR6.3K shares68.69%2025-12-312026-01-23 SCHB SCHWAB STRATEGIC TR21.0K shares-0.69%2025-12-312026-01-23 SUSB ISHARES TR20.7K shares3.49%2025-12-312026-01-23 BND VANGUARD BD INDEX FDS7.0K shares0.00%2025-12-312026-01-23 WMT WALMART INC4.5K shares0.58%2025-12-312026-01-23 ALPHABET INC ALPHABET INC1.6K shares-1.59%2025-12-312026-01-23 SPEM SPDR INDEX SHS FDS9.8K shares-10.88%2025-12-312026-01-23 AMD ADVANCED MICRO DEVICES INC2.0K shares0.45%2025-12-312026-01-23 SPYG SPDR SERIES TRUST3.7K shares0.00%2025-12-312026-01-23 VB VANGUARD INDEX FDS1.5K shares0.53%2025-12-312026-01-23 DFAT DIMENSIONAL ETF TRUST6.2K shares17.92%2025-12-312026-01-23 BSV VANGUARD BD INDEX FDS4.5K shares230.74%2025-12-312026-01-23 NUDM NUSHARES ETF TR9.5K shares0.00%2025-12-312026-01-23 EUSB ISHARES TR7.8K shares41.61%2025-12-312026-01-23 UNP UNION PAC CORP1.4K shares30.84%2025-12-312026-01-23 SUSC ISHARES TR13.4K shares29.34%2025-12-312026-01-23 DDM PROSHARES TR5.5K shares100.00%2025-12-312026-01-23 ESGD ISHARES TR3.2K shares60.75%2025-12-312026-01-23 IEMG ISHARES INC4.0K shares-0.86%2025-12-312026-01-23 ESGE ISHARES INC6.0K shares8.84%2025-12-312026-01-23 IJS ISHARES TR2.3K shares0.00%2025-12-312026-01-23 SPY SPDR S&P 500 ETF TR374 shares10.00%2025-12-312026-01-23 AMGN AMGEN INC768 shares-24.71%2025-12-312026-01-23 BROADCOM INC BROADCOM INC661 shares187.39%2025-12-312026-01-23 SHM SPDR SERIES TRUST4.8K shares44.97%2025-12-312026-01-23 ALPHABET INC ALPHABET INC725 shares45.00%2025-12-312026-01-23 NULV NUSHARES ETF TR5.0K shares30.67%2025-12-312026-01-23 GBCI GLACIER BANCORP INC NEW4.9K sharesnew addition2025-12-312026-01-23 EXPE EXPEDIA GROUP INC750 shares0.00%2025-12-312026-01-23 HLT HILTON WORLDWIDE HLDGS INC724 shares0.00%2025-12-312026-01-23 AGG ISHARES TR2.1K sharesnew addition2025-12-312026-01-23 ESML ISHARES TR4.5K shares34.10%2025-12-312026-01-23 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available