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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 101 | $49,000 | 311 | 0.03 | 0.03 | 0 | 0.00 | 03-31-2024 |
| GLOBE LIFE INC | COM | 102 | $49,000 | 418 | 0.03 | 418 | +Inf | 03-31-2024 | |
| CANADIAN NATL RY CO | COM | 103 | $49,000 | 370 | 0.03 | 0.04 | 0 | 0.00 | 03-31-2024 |
| FORD MTR CO DEL | COM | 104 | $48,000 | 3,580 | 0.03 | 0.03 | 0 | 0.00 | 03-31-2024 |
