Keener Financial Planning LLC Portfolio Holdings by Sector

Keener Financial Planning LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SPTM VEA IJR VWO SPDW SPYV DFAC IVV 38 stocks	$194,435 90.99% of portfolio	24	7	1	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$5,020 2.35% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$3,065 1.43% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$2,614 1.22% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AMD AVGO 3 stocks	$2,363 1.11% of portfolio	3	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$1,827 0.85% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY AMGN 2 stocks	$940 0.44% of portfolio	-	2	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$819 0.38% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL GOOG 2 stocks	$730 0.34% of portfolio	1	1	-	-	0 Calls 0 Puts

Discount Stores \| Consumer Defensive WMT 1 stocks	$504 0.24% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$425 0.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP 1 stocks	$319 0.15% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services GBCI 1 stocks	$217 0.1% of portfolio	1	-	1	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical EXPE 1 stocks	$212 0.1% of portfolio	-	-	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical HLT 1 stocks	$207 0.1% of portfolio	-	-	-	-	0 Calls 0 Puts

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