Holdings
Keener Financial Planning LLC
As of Jun 30, 2026, Keener Financial Planning LLC reported 16 positions worth US$13.8M. Largest: Apple Inc, Exxon Mobil Corporation and Nvidia Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 11,303 | US$3.27M | +591 | Jun 30, 2026 |
| Exxon Mobil Corporation | 19,574 | US$2.68M | no change | Jun 30, 2026 |
| Nvidia Corporation | 7,242 | US$1.45M | +66 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 2,640 | US$942K | +309 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 2,843 | US$930K | +299 | Jun 30, 2026 |
| Microsoft Corp. | 2,357 | US$879K | −1,911 | Jun 30, 2026 |
| Eli Lilly And Company | 613 | US$735K | −29 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 1,000 | US$500K | +164 | Jun 30, 2026 |
| Advanced Micro Devices Inc | 753 | US$437K | −1,256 | Jun 30, 2026 |
| Walmart Inc. | 3,464 | US$392K | −1,023 | Jun 30, 2026 |