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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 $215,599
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 975,898 $78,706 36.51%
2.
Vanguard Tax-Managed Fds
 769,114 $46,085 21.38%
3.
Ishares Trust
 IEF 157,648 $18,733 8.69%
4.
American Centy Etf Tr
 212,828 $15,378 7.13%
5.
Vanguard Intl Equity Index Funds
 VWO 225,243 $12,203 5.66%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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