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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 $129,314
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 751,631 $43,933 33.97%
2.
Vanguard Tax-Managed Fds
 524,525 $25,125 19.42%
3.
Spdr Series Trust
 242,490 $11,307 8.74%
4.
Ishares Trust
 IEF 98,746 $10,689 8.26%
5.
Vanguard Intl Equity Index Funds
 VWO 152,420 $6,264 4.84%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)