Long-term investor
Keener Financial Planning LLC @keenerfinancialplanningl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002004495).
Record
- Tracked since 2025-06-30 (454 days), 39 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +16.3%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78464A805 · 37.1% · long · since 2025-06-30
- 921943858 · 21.0% · long · since 2025-06-30
- 464287804 · 9.3% · long · since 2025-06-30
- 025072349 · 8.0% · long · since 2025-06-30
- 922042858 · 5.7% · long · since 2025-06-30
- 922908769 · 2.7% · long · since 2025-06-30
- 78463X889 · 1.8% · long · since 2025-06-30
- AAPL · 1.2% · long · since 2025-06-30
- 78464A508 · 1.2% · long · since 2025-06-30
- 25434V708 · 1.2% · long · since 2025-06-30
- XOM · 1.0% · long · since 2025-06-30
- 464287150 · 0.6% · long · since 2025-06-30