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 |
|---|---|---|---|---|---|---|---|---|---|
| BNY MELLON ETF TRUST | CORE BOND ETF | Liquidated | $0 | 0 | 0.13 | 4,024 | +Inf | 03-31-2024 | |
| ISHARES TR | ESG AW MSCI EAFE | 52 | $168,000 | 2,098 | 0.12 | 0.12 | 0 | 0.00 | 03-31-2024 |
| SPDR SER TR | PORTFOLIO S&P400 | 53 | $162,000 | 3,027 | 0.11 | 0.12 | -218 | -6.72 | 03-31-2024 |
| NUSHARES ETF TR | NUVEEN ESG LRGVL | 54 | $148,000 | 3,798 | 0.10 | 0.11 | 0 | 0.00 | 03-31-2024 |
