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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 $231,397
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 1,026,608 $84,695 36.6%
2.
Vanguard Tax-Managed Fds
 805,831 $50,340 21.75%
3.
Ishares Trust
 IEF 166,379 $19,995 8.64%
4.
American Centy Etf Tr
 229,126 $17,360 7.5%
5.
Vanguard Intl Equity Index Funds
 VWO 240,733 $12,941 5.59%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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