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

SEC FilingSEC DataHachi Filing

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
CIK: keener-financial-planning
Manager Name: Keener-Financial-Planning

Data Enrichment

80% identified

147 identified37 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

184 positions • $153.8K total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 2 of 10

Sort by:

46435G243

Shares:20.0K

Value:$501.0K

% of Portfolio:325.6% ($501.0K/$153.8K)

78463X509

Shares:11.9K

Value:$470.0K

% of Portfolio:305.5% ($470.0K/$153.8K)

808524102

SCHB|808524102

Shares:21.0K

Value:$452.0K

% of Portfolio:293.8% ($452.0K/$153.8K)

HUNTINGTON BANCSHARES INC /MD/

HBAN|446150104

Shares:28.9K

Value:$434.0K

% of Portfolio:282.1% ($434.0K/$153.8K)

922907746

VTEB|922907746

Shares:7.6K

Value:$378.0K

% of Portfolio:245.7% ($378.0K/$153.8K)

92206C664

VTWO|92206C664

Shares:4.3K

Value:$348.0K

% of Portfolio:226.2% ($348.0K/$153.8K)

NVIDIA CORP

NVDA|67066G104

Shares:3.2K

Value:$345.0K

% of Portfolio:224.2% ($345.0K/$153.8K)

922908751

VB|922908751

Shares:1.5K

Value:$335.0K

% of Portfolio:217.7% ($335.0K/$153.8K)

Alphabet Inc.

GOOGL|02079K305

Shares:2.1K

Value:$330.0K

% of Portfolio:214.5% ($330.0K/$153.8K)

921937835

BND|921937835

Shares:4.4K

Value:$326.0K

% of Portfolio:211.9% ($326.0K/$153.8K)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:1.3K

Value:$314.0K

% of Portfolio:204.1% ($314.0K/$153.8K)

67092P805

Shares:9.5K

Value:$301.0K

% of Portfolio:195.6% ($301.0K/$153.8K)

25434V609

Shares:5.3K

Value:$271.0K

% of Portfolio:176.1% ($271.0K/$153.8K)

78464A474

Shares:8.7K

Value:$260.0K

% of Portfolio:169.0% ($260.0K/$153.8K)

74347R305

Shares:2.8K

Value:$252.0K

% of Portfolio:163.8% ($252.0K/$153.8K)

46434G103

IEMG|46434G103

Shares:4.0K

Value:$217.0K

% of Portfolio:141.0% ($217.0K/$153.8K)

464287879

Shares:2.2K

Value:$216.0K

% of Portfolio:140.4% ($216.0K/$153.8K)

46432F842

IEFA|46432F842

Shares:2.8K

Value:$212.0K

% of Portfolio:137.8% ($212.0K/$153.8K)

UNION PACIFIC CORP

UNP|907818108

Shares:889

Value:$210.0K

% of Portfolio:136.5% ($210.0K/$153.8K)

46434G863

Shares:6.0K

Value:$209.0K

% of Portfolio:135.8% ($209.0K/$153.8K)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46435G243)✕	20.0K	QoQ +9.38% (+1.7K) YoY +5866.66% (+19.7K)	All Managers (Combined)	$501.0K	325.6% ($501.0K/$153.8K)	QoQ +10.84% (+$0) YoY +5466.66% (+$0)
(cusip78463X509)✕	11.9K	QoQ +0.14% (+17) YoY -16.90% (-2.4K)	All Managers (Combined)	$470.0K	305.5% ($470.0K/$153.8K)	QoQ +2.84% (+$0) YoY -9.78% (-$0)
(SCHBcusip808524102)	21.0K	QoQ 0.00% (-0) YoY +200.00% (+14.0K)	All Managers (Combined)	$452.0K	293.8% ($452.0K/$153.8K)	QoQ -5.04% (-$0) YoY +5.60% (+$0)
HUNTINGTON BANCSHARES INC /MD/(HBANcusip446150104)	28.9K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$434.0K	282.1% ($434.0K/$153.8K)	QoQ -7.65% (-$0) YoY +7.42% (+$0)
(VTEBcusip922907746)	7.6K	QoQ -36.77% (-4.4K) YoY -21.47% (-2.1K)	All Managers (Combined)	$378.0K	245.7% ($378.0K/$153.8K)	QoQ -37.41% (-$0) YoY -23.17% (-$0)
(VTWOcusip92206C664)	4.3K	QoQ +2.87% (-121) YoY +37.07% (+1.2K)	All Managers (Combined)	$348.0K	226.2% ($348.0K/$153.8K)	QoQ -7.20% (-$0) YoY +29.36% (+$0)
NVIDIA CORP(NVDAcusip67066G104)	3.2K	QoQ -25.98% (-1.1K) YoY +640.13% (-2.8K)	All Managers (Combined)	$345.0K	224.2% ($345.0K/$153.8K)	QoQ -40.31% (-$0) YoY -11.53% (-$0)
(VBcusip922908751)	1.5K	QoQ 0.00% (-0) YoY -4.11% (-65)	All Managers (Combined)	$335.0K	217.7% ($335.0K/$153.8K)	QoQ -7.96% (-$0) YoY -7.45% (-$0)
Alphabet Inc.(GOOGLcusip02079K305)	2.1K	QoQ +14.73% (-274) YoY +2.59% (+54)	All Managers (Combined)	$330.0K	214.5% ($330.0K/$153.8K)	QoQ -6.25% (-$0) YoY +5.09% (+$0)
(BNDcusip921937835)	4.4K	QoQ -37.13% (-2.6K) YoY -43.47% (-3.4K)	All Managers (Combined)	$326.0K	211.9% ($326.0K/$153.8K)	QoQ -35.70% (-$0) YoY -42.90% (-$0)
JPMORGAN CHASE & CO(JPMcusip46625H100)	1.3K	QoQ -18.96% (-300) YoY -22.39% (-370)	All Managers (Combined)	$314.0K	204.1% ($314.0K/$153.8K)	QoQ -17.15% (-$0) YoY -5.13% (-$0)
(cusip67092P805)✕	9.5K	QoQ 0.00% (+0) YoY -2.85% (-278)	All Managers (Combined)	$301.0K	195.6% ($301.0K/$153.8K)	QoQ +5.98% (+$0) YoY -0.66% (-$0)
(cusip25434V609)✕	5.3K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$271.0K	176.1% ($271.0K/$153.8K)	QoQ -7.50% (-$0) YoY -5.90% (-$0)
(cusip78464A474)✕	8.7K	QoQ -2.40% (-213) YoY +268.71% (+6.3K)	All Managers (Combined)	$260.0K	169.0% ($260.0K/$153.8K)	QoQ -1.51% (-$0) YoY +271.42% (+$0)
(cusip74347R305)✕	2.8K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$252.0K	163.8% ($252.0K/$153.8K)	QoQ -3.81% (-$0) YoY +5.00% (+$0)
(IEMGcusip46434G103)	4.0K	QoQ +2.54% (+100) YoY +2.54% (+100)	All Managers (Combined)	$217.0K	141.0% ($217.0K/$153.8K)	QoQ +5.85% (+$0) YoY +6.89% (+$0)
(cusip464287879)✕	2.2K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$216.0K	140.4% ($216.0K/$153.8K)	QoQ -10.37% (-$0) YoY -5.67% (-$0)
(IEFAcusip46432F842)	2.8K	QoQ 0.00% (+0) YoY -35.71% (-1.6K)	All Managers (Combined)	$212.0K	137.8% ($212.0K/$153.8K)	QoQ +8.16% (+$0) YoY -34.56% (-$0)
UNION PACIFIC CORP(UNPcusip907818108)	889	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$210.0K	136.5% ($210.0K/$153.8K)	QoQ +3.96% (+$0) YoY -4.10% (-$0)
(cusip46434G863)✕	6.0K	QoQ 0.00% (+0) YoY +8.49% (+469)	All Managers (Combined)	$209.0K	135.8% ($209.0K/$153.8K)	QoQ +5.02% (+$0) YoY +17.41% (+$0)