Keener Financial Planning LLC Portfolio Holdings
Q3 2025•204 long positions•$212.2M portfolio value
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Holding217 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $78.7M 37.08% | +$600.4K Bought | — 975.9K shares | 968.5K → 975.9K +$600.4K | +0.77% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $46.1M 21.71% | +$367.3K Bought | — 769.1K shares | 763.0K → 769.1K +$367.3K | +0.8% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $18.7M 8.83% | +$710.6K Bought | — 157.6K shares | 151.7K → 157.6K +$710.6K | +3.94% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $15.4M 7.25% | +$967.2K Bought | — 212.8K shares | 199.4K → 212.8K +$967.2K | +6.71% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $12.2M 5.75% | +$211.7K Bought | — 225.2K shares | 221.3K → 225.2K +$211.7K | +1.77% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $4.9M 2.33% | — | — 15.0K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $4.4M 2.1% | -$8.4K Sold | — 104.0K shares | 104.2K → 104.0K −$8.4K | -0.19% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $3.5M 1.65% | -$485.6K Sold | — 63.4K shares | 72.2K → 63.4K −$485.6K | -12.15% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.4M 1.14% | — | — 62.6K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
Consumer Electronics Technology | $2.1M 0.97% | +$763.4K Bought | 0.0% 8.1K shares | 5.1K → 8.1K +$763.4K | +58.89% | $3.78T Mega Cap | Q4 2023 Held for 1y 11m | |
Software - Infrastructure Technology | $1.6M 0.733% | +$36.8K Bought | 0.0% 3.0K shares | 2.9K → 3.0K +$36.8K | +2.42% | $3.85T Mega Cap | Q4 2023 Held for 1y 11m | |
Semiconductors Technology | $1.3M 0.632% | — | 0.0% 7.2K shares | — | — | $4.54T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.1M 0.532% | — | — 1.7K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.1M 0.511% | — | — 5.8K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $992.1K 0.467% | — | — 21.4K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $850.0K 0.401% | — | — 5.8K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $675.4K 0.318% | -$174.7K Sold | — 8.0K shares | 10.1K → 8.0K −$174.7K | -20.55% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $656.0K 0.309% | -$10.6K Sold | — 6.7K shares | 6.8K → 6.7K −$10.6K | -1.58% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $630.6K 0.297% | +$30.3K Bought | — 7.9K shares | 7.5K → 7.9K +$30.3K | +5.05% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $543.8K 0.256% | +$3.8K Bought | — 21.2K shares | 21.0K → 21.2K +$3.8K | +0.7% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $518.4K 0.244% | -$8.9K Sold | — 7.0K shares | 7.1K → 7.0K −$8.9K | -1.68% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $512.8K 0.242% | -$1.6K Sold | — 11.0K shares | 11.0K → 11.0K −$1.6K | -0.32% | — — | Q4 2023 Held for 1y 11m | |
Drug Manufacturers - General Healthcare | $506.6K 0.239% | — | 0.0% 664.0 shares | — | — | $684.00B Mega Cap | Q4 2023 Held for 1y 11m | |
Banks - Diversified Financial Services | $499.0K 0.235% | — | 0.0% 1.6K shares | — | — | $867.35B Mega Cap | Q4 2023 Held for 1y 11m | |
Discount Stores Consumer Defensive | $464.3K 0.219% | — | 0.0% 4.5K shares | — | — | $821.68B Mega Cap | Q4 2023 Held for 1y 11m | |
Insurance - Diversified Financial Services | $430.3K 0.203% | -$100.5K Sold | 0.0% 856.0 shares | 1.1K → 856.0 −$100.5K | -18.94% | $1.08T Mega Cap | Q4 2023 Held for 1y 11m | |
Internet Content & Information Communication Services | $397.2K 0.187% | -$121.5K Sold | 0.0% 1.6K shares | 2.1K → 1.6K −$121.5K | -23.43% | $2.95T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $391.3K 0.184% | — | — 3.7K shares | — | — | — — | Q2 2025 Held for 5 months | |
ETF ETF | $385.2K 0.182% | — | — 1.5K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $355.5K 0.168% | — | — 9.5K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $326.5K 0.154% | +$6.3K Bought | — 3.7K shares | 3.7K → 3.7K +$6.3K | +1.96% | — — | Q4 2023 Held for 1y 11m | |
Semiconductors Technology | $323.6K 0.152% | — | 0.0% 2.0K shares | — | — | $262.56B Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $307.3K 0.145% | — | — 5.3K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $295.6K 0.139% | — | — 2.8K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
Drug Manufacturers - General Healthcare | $287.8K 0.136% | — | 0.0% 1.0K shares | — | — | $151.93B Large Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $268.7K 0.127% | -$46.5K Sold | — 4.1K shares | 4.8K → 4.1K −$46.5K | -14.76% | — — | Q4 2023 Held for 1y 11m | |
Railroads Industrials | $249.8K 0.118% | — | 0.0% 1.1K shares | — | — | $140.18B Large Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $249.6K 0.118% | — | — 2.3K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $240.5K 0.113% | +$47.3K Bought | — 5.5K shares | 4.4K → 5.5K +$47.3K | +24.51% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $239.7K 0.113% | -$23.2K Sold | — 5.5K shares | 6.1K → 5.5K −$23.2K | -8.84% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $236.3K 0.111% | +$8.8K Bought | — 7.8K shares | 7.5K → 7.8K +$8.8K | +3.89% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $226.5K 0.107% | -$38.0K Sold | — 340.0 shares | 397.0 → 340.0 −$38.0K | -14.36% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $203.3K 0.096% | -$3.4K Sold | — 2.9K shares | 3.0K → 2.9K −$3.4K | -1.65% | — — | Q4 2023 Held for 1y 11m | |
Travel Lodging Consumer Cyclical | $187.8K 0.089% | — | 0.0% 724.0 shares | — | — | $61.0B Large Cap | Q3 2024 Held for 1y 2m | |
ETF ETF | $183.0K 0.086% | — | — 2.4K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $180.0K 0.085% | -$176.4K Sold | — 294.0 shares | 582.0 → 294.0 −$176.4K | -49.48% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $173.1K 0.082% | — | — 3.0K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
Entertainment Communication Services | $172.3K 0.081% | — | 0.0% 1.5K shares | — | — | $205.86B Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $166.5K 0.078% | +$10.7K Bought | — 3.8K shares | 3.6K → 3.8K +$10.7K | +6.86% | — — | Q4 2023 Held for 1y 11m | |
Banks - Regional Financial Services | $164.3K 0.077% | — | 0.004% 1.9K shares | — | — | $3.9B Mid Cap | Q4 2023 Held for 1y 11m |
