Keener Financial Planning LLC - Portfolio overview
Keener Financial Planning LLC has 202 reported holdings in this dataset, with the latest filing dated 2026-05-01.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Technology and Energy.
Largest reported holdings by portfolio allocation
- SPTM - SPDR SERIES TRUST, 36.11%
- VEA - VANGUARD TAX-MANAGED FDS, 21.61%
- IJR - ISHARES TR, 8.96%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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