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Home > Institutional Investor > Keener Financial Planning Llc > Profile

Instuitional Investor - Keener Financial Planning Llc

Fund Profile
Filing Period:
Fund Name: Keener Financial Planning Llc
Portfolio Value $200,580
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 968,454 $72,527 36.16%
2.
Vanguard Tax-Managed Fds
 762,984 $43,497 21.69%
3.
Ishares Trust
 IEF 151,668 $16,575 8.26%
4.
American Centy Etf Tr
 199,443 $13,604 6.78%
5.
Vanguard Intl Equity Index Funds
 VWO 221,336 $10,947 5.46%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)