Keener-Financial-Planning
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "PLMR", "TROW", "AAL", "SNOW", "ACN", null, "MMM", "ABT", null, "ABBV", "APD", "MWA", "GOOGL", "APPN", "ASML", "T", "BLK", null, "AVGO", "LOW", null, null, null, "EXPE", null, "GD", "HLT", "MCD", "UNP", "QCOM", "EMXC", "ITW", "EMR", "BKNG", null, "MUB", "IJH", null, null, null, "LHX", "LIN", null, "PWR", "MSFT", "IJR", "ANET", "OKE", "PAYX", null, null, "PANW", "PEP", null, "IEMG", "IJK", "IVV", "UNH", "AAPL", "SPY", "HLN", "NVDA", "OGN", "PFE", "PG", "MRK", "AMGN", "KVUE", null, "FNDX", null, "ROK", "IEFA", "SCHX", "RTX", "SPDW", null, null, null, "AMT", null, null, "SBUX", "SNPS", "TXN", "TGT", "TMO", "TJX", "TWLO", "VO", "VOE", "VWO", "VCIT", null, "EME", "VIG", null, "GL", "VIAV", "TSM", "GSK", null, null, "SRPT", "LITE", "TCBI", "HAL", null, "AFL", "F", "WEC", "AJG", "FVRR", "FDS", "AMZN", "SCHB", null, null, "LUV", null, "ESGD", "HBAN", "VEU", "VPL", "VUG", "VEA", null, null, "VTWO", "VTEB", "BND", "VBR", "VOT", "BSV", "VB", "VOO", "VTV", "V", "VST", "WBD", "WMT", "WIX", "SOLV", null, "SCHD", "SCHG", "SCHF", "NSC", "PSX", null, "DGRO", "SPYV", "GWW", null, "ESGU", "ADP", "BAC", "BRK-B", "BMY", "CNI", "CB", "CMG", "CSCO", "CMA", "COST", "CVS", "DFAC", "ADI", "USMV", "NEE", "MAR", "QQQ", null, "DIS", "GOOG", "XOM", "JNJ", "LLY", "NFLX", "XLK", "ITOT", "VTI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-09
- Total Holdings
- 184
- Total Value
- 153849
- Accession Number
- 0001842974-25-000005
- Form Type
- 13F-HR
- Manager Name
- Keener-Financial-Planning
Data Enrichment
80% identified147 identified37 unidentified
Holdings
184 positions • $153.8K total value
Manager:
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Page 10 of 10
78464A359
Shares:4
Value:$0
% of Portfolio:0.0% ($0/$153.8K)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
8 | All Managers (Combined) | $0 | 0.0% ($0/$153.8K) | QoQ -(+$0) YoY EXITED(-$0) | ||
(cusip78464A359)✕ | 4 | QoQ 0.00% (+0)YoY NEW(+4) | All Managers (Combined) | $0 | 0.0% ($0/$153.8K) | QoQ -(+$0) YoY NEW(+$0) |
3 | QoQ 0.00% (+0)YoY NEW(+3) | All Managers (Combined) | $0 | 0.0% ($0/$153.8K) | QoQ -(+$0) YoY NEW(+$0) | |
3 | QoQ 0.00% (+0)YoY NEW(+3) | All Managers (Combined) | $0 | 0.0% ($0/$153.8K) | QoQ -(+$0) YoY NEW(+$0) |