Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KEENER FINANCIAL PLANNING LLC | 05-03-2024 | 03-31-2024 | 186 | 145,413,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PORTFOLI S&P1500 | 1 | $50,455,000 | 786,504 | 34.70 | 33.97 | 34,873 | 4.64 | 03-31-2024 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 2 | $28,879,000 | 575,609 | 19.86 | 19.43 | 51,084 | 9.74 | 03-31-2024 |
| SPDR SER TR | PRTFLO S&P500 VL | 3 | $12,833,000 | 256,148 | 8.83 | 8.74 | 13,658 | 5.63 | 03-31-2024 |
| ISHARES TR | CORE S&P SCP ETF | 4 | $12,108,000 | 109,546 | 8.33 | 8.27 | 10,800 | 10.94 | 03-31-2024 |
