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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 $237,919
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 1,086,692 $85,913 36.11%
2.
Vanguard Tax-Managed Fds
 802,324 $51,412 21.61%
3.
Ishares Trust
 IEF 171,412 $21,308 8.96%
4.
American Centy Etf Tr
 230,857 $18,609 7.82%
5.
Vanguard Intl Equity Index Funds
 VWO 258,279 $13,959 5.87%
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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