Keener Financial Planning LLC
Q4 2024 13F Holdings
- Locationkeller, TX
- Num holdings
184
- Value ($000)
$169
- Date Filed01/29/2025
- Form type13F-HR
- CIK0002004495
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPDR SER TR | PORTFOLI S&P1500 | 78464A805 | $62.45K | 37 % | 874,363 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $33.66K | 20 % | 703,887 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $14.60K | 9 % | 126,728 | ||
AVLV AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | $11.18K | 7 % | 167,394 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $8.94K | 5 % | 203,077 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $4.37K | 3 % | 15,086 | ||
SPYV SPDR SER TR | PRTFLO S&P500 VL | 78464A508 | $3.75K | 2 % | 73,394 | ||
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $3.57K | 2 % | 104,744 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $2.16K | 1 % | 62,582 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $1.25K | 1 % | 2,974 |
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