0001792704-24-000007.txt : 20240503 0001792704-24-000007.hdr.sgml : 20240503 20240503130653 ACCESSION NUMBER: 0001792704-24-000007 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240503 DATE AS OF CHANGE: 20240503 EFFECTIVENESS DATE: 20240503 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Keener Financial Planning LLC CENTRAL INDEX KEY: 0002004495 ORGANIZATION NAME: IRS NUMBER: 262793974 STATE OF INCORPORATION: TX FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23538 FILM NUMBER: 24912028 BUSINESS ADDRESS: STREET 1: 1692 KELLER PARKWAY CITY: KELLER STATE: TX ZIP: 76248 BUSINESS PHONE: 8179930401 MAIL ADDRESS: STREET 1: 1692 KELLER PARKWAY CITY: KELLER STATE: TX ZIP: 76248 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0002004495 XXXXXXXX 03-31-2024 03-31-2024 Keener Financial Planning LLC

1692 KELLER PARKWAY KELLER TX 76248

13F HOLDINGS REPORT 028-23538 N Cindi Hil 6197955986 Cindi Hill San Diego CA 05-03-2024 0 186 145413 false INFORMATION TABLE 2 keener13fexport03312024.xml AFLAC INC COM 001055102 20 229 SH SOLE 0 0 229 AT&T INC COM 00206R102 50 2824 SH SOLE 0 0 2824 ABBOTT LABS COM 002824100 67 581 SH SOLE 0 0 581 ABBVIE INC COM 00287Y109 73 400 SH SOLE 0 0 400 ADOBE INC COM 00724F101 17 33 SH SOLE 0 0 33 ADVANCED MICRO DEVICES INC COM 007903107 361 2000 SH SOLE 0 0 2000 AIR PRODS & CHEMS INC COM 009158106 11 42 SH SOLE 0 0 42 ALLIANT ENERGY CORP COM 018802108 12 228 SH SOLE 0 0 228 ALPHABET INC CAP STK CL C 02079K107 77 500 SH SOLE 0 0 500 ALPHABET INC CAP STK CL A 02079K305 314 2080 SH SOLE 0 0 2080 AMAZON COM INC COM 023135106 138 760 SH SOLE 0 0 760 AMEREN CORP COM 023608102 85 1149 SH SOLE 0 0 1149 AMERICAN AIRLS GROUP INC COM 02376R102 112 7240 SH SOLE 0 0 7240 AMERICAN TOWER CORP NEW COM 03027X100 6 30 SH SOLE 0 0 30 AMGEN INC COM 031162100 296 1041 SH SOLE 0 0 1041 ANALOG DEVICES INC COM 032654105 23 112 SH SOLE 0 0 112 ELEVANCE HEALTH INC COM 036752103 450 866 SH SOLE 0 0 866 APPIAN CORP CL A 03782L101 13 314 SH SOLE 0 0 314 APPLE INC COM 037833100 943 5497 SH SOLE 0 0 5497 AUTOMATIC DATA PROCESSING IN COM 053015103 28 109 SH SOLE 0 0 109 BANK AMERICA CORP COM 060505104 56 1454 SH SOLE 0 0 1454 BECTON DICKINSON & CO COM 075887109 14 54 SH SOLE 0 0 54 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 443 1052 SH SOLE 0 0 1052 BLACKROCK INC COM 09247X101 17 20 SH SOLE 0 0 20 BOEING CO COM 097023105 39 200 SH SOLE 0 0 200 BOOKING HOLDINGS INC COM 09857L108 73 20 SH SOLE 0 0 20 BRISTOL-MYERS SQUIBB CO COM 110122108 26 468 SH SOLE 0 0 468 BROADCOM INC COM 11135F101 88 66 SH SOLE 0 0 66 CVS HEALTH CORP COM 126650100 63 783 SH SOLE 0 0 783 CANADIAN NATL RY CO COM 136375102 49 370 SH SOLE 0 0 370 CHEVRON CORP NEW COM 166764100 28 177 SH SOLE 0 0 177 CHIPOTLE MEXICAN GRILL INC COM 169656105 56 19 SH SOLE 0 0 19 CISCO SYS INC COM 17275R102 64 1272 SH SOLE 0 0 1272 CLOROX CO DEL COM 189054109 8 49 SH SOLE 0 0 49 COLGATE PALMOLIVE CO COM 194162103 9 90 SH SOLE 0 0 90 COMCAST CORP NEW CL A 20030N101 11 244 SH SOLE 0 0 244 COMERICA INC COM 200340107 109 1965 SH SOLE 0 0 1965 CONOCOPHILLIPS COM 20825C104 5 33 SH SOLE 0 0 33 COSTCO WHSL CORP NEW COM 22160K105 23 31 SH SOLE 0 0 31 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 288 5279 SH SOLE 0 0 5279 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 2000 62582 SH SOLE 0 0 62582 DISNEY WALT CO COM 254687106 184 1500 SH SOLE 0 0 1500 EOG RES INC COM 26875P101 39 300 SH SOLE 0 0 300 EMERSON ELEC CO COM 291011104 13 109 SH SOLE 0 0 109 ENLINK MIDSTREAM LLC COM UNIT REP LTD 29336T100 10 679 SH SOLE 0 0 679 EVERSOURCE ENERGY COM 30040W108 7 112 SH SOLE 0 0 112 EXPEDIA GROUP INC COM NEW 30212P303 104 750 SH SOLE 0 0 750 EXXON MOBIL CORP COM 30231G102 18 151 SH SOLE 0 0 151 META PLATFORMS INC CL A 30303M102 73 150 SH SOLE 0 0 150 FIDELITY COMWLTH TR NASDAQ COMPSIT 315912808 66 1022 SH SOLE 0 0 1022 FORD MTR CO DEL COM 345370860 48 3580 SH SOLE 0 0 3580 GALLAGHER ARTHUR J & CO COM 363576109 13 49 SH SOLE 0 0 49 GENERAL DYNAMICS CORP COM 369550108 17 60 SH SOLE 0 0 60 GSK PLC SPONSORED ADR 37733W204 2 46 SH SOLE 0 0 46 GLOBE LIFE INC COM 37959E102 49 418 SH SOLE 0 0 418 GRAINGER W W INC COM 384802104 15 14 SH SOLE 0 0 14 HP INC COM 40434L105 22 700 SH SOLE 0 0 700 HALEON PLC SPON ADS 405552100 1 58 SH SOLE 0 0 58 HALLIBURTON CO COM 406216101 8 182 SH SOLE 0 0 182 HEWLETT PACKARD ENTERPRISE C COM 42824C109 13 700 SH SOLE 0 0 700 HOME DEPOT INC COM 437076102 35 89 SH SOLE 0 0 89 HONEYWELL INTL INC COM 438516106 72 350 SH SOLE 0 0 350 HUNTINGTON BANCSHARES INC COM 446150104 404 28915 SH SOLE 0 0 28915 ILLINOIS TOOL WKS INC COM 452308109 21 75 SH SOLE 0 0 75 INTERNATIONAL BUSINESS MACHS COM 459200101 58 300 SH SOLE 0 0 300 INVESCO QQQ TR UNIT SER 1 46090E103 84 189 SH SOLE 0 0 189 INVESCO EXCHANGE TRADED FD T WATER RES ETF 46137V142 40 600 SH SOLE 0 0 600 ISHARES TR CORE S&P TTL STK 464287150 841 7289 SH SOLE 0 0 7289 ISHARES TR CORE S&P500 ETF 464287200 888 1688 SH SOLE 0 0 1688 ISHARES TR CORE S&P MCP ETF 464287507 28 460 SH SOLE 0 0 460 ISHARES TR U.S. FIN SVC ETF 464287770 60 900 SH SOLE 0 0 900 ISHARES TR CORE S&P SCP ETF 464287804 12108 109546 SH SOLE 0 0 109546 ISHARES TR SP SMCP600VL ETF 464287879 229 2225 SH SOLE 0 0 2225 ISHARES TR NATIONAL MUN ETF 464288414 138 1282 SH SOLE 0 0 1282 ISHARES TR MSCI USA MIN VOL 46429B697 27 314 SH SOLE 0 0 314 ISHARES TR CORE MSCI EAFE 46432F842 324 4360 SH SOLE 0 0 4360 ISHARES INC CORE MSCI EMKT 46434G103 203 3930 SH SOLE 0 0 3930 ISHARES INC ESG AWR MSCI EM 46434G863 178 5520 SH SOLE 0 0 5520 ISHARES TR GLOBAL REIT ETF 46434V647 5 204 SH SOLE 0 0 204 ISHARES TR ESG AWRE USD ETF 46435G193 25 1077 SH SOLE 0 0 1077 ISHARES TR ESG AWRE 1 5 YR 46435G243 9 336 SH SOLE 0 0 336 ISHARES TR ESG AWR MSCI USA 46435G425 717 6234 SH SOLE 0 0 6234 ISHARES TR ESG AW MSCI EAFE 46435G516 168 2098 SH SOLE 0 0 2098 ISHARES TR ESG AWR US AGRGT 46435U549 3 49 SH SOLE 0 0 49 ISHARES TR ESG AWARE MSCI 46435U663 133 3284 SH SOLE 0 0 3284 ISHARES TR ESG EAFE ETF 46436E759 185 2702 SH SOLE 0 0 2702 JPMORGAN CHASE & CO COM 46625H100 331 1652 SH SOLE 0 0 1652 JOHNSON & JOHNSON COM 478160104 58 361 SH SOLE 0 0 361 KENVUE INC COM 49177J102 8 369 SH SOLE 0 0 369 L3HARRIS TECHNOLOGIES INC COM 502431109 15 66 SH SOLE 0 0 66 ELI LILLY & CO COM 532457108 416 534 SH SOLE 0 0 534 LOWES COS INC COM 548661107 35 134 SH SOLE 0 0 134 LUMENTUM HLDGS INC COM 55024U109 1 1 SH SOLE 0 0 1 MANULIFE FINL CORP COM 56501R106 19 722 SH SOLE 0 0 722 MARATHON OIL CORP COM 565849106 5 163 SH SOLE 0 0 163 MARRIOTT INTL INC NEW CL A 571903202 34 134 SH SOLE 0 0 134 MASTERCARD INCORPORATED CL A 57636Q104 8 16 SH SOLE 0 0 16 MCDONALDS CORP COM 580135101 50 176 SH SOLE 0 0 176 MERCK & CO INC COM 58933Y105 58 435 SH SOLE 0 0 435 MICROSOFT CORP COM 594918104 1373 3263 SH SOLE 0 0 3263 NEXTERA ENERGY INC COM 65339F101 16 242 SH SOLE 0 0 242 NIKE INC CL B 654106103 9 89 SH SOLE 0 0 89 NORFOLK SOUTHN CORP COM 655844108 18 70 SH SOLE 0 0 70 NVIDIA CORPORATION COM 67066G104 390 431 SH SOLE 0 0 431 NUSHARES ETF TR NUVEEN ESG LRGVL 67092P300 148 3798 SH SOLE 0 0 3798 NUSHARES ETF TR NUVEEN ESG INTL 67092P805 303 9729 SH SOLE 0 0 9729 ORACLE CORP COM 68389X105 11 87 SH SOLE 0 0 87 ORGANON & CO COMMON STOCK 68622V106 1 32 SH SOLE 0 0 32 PPG INDS INC COM 693506107 7 46 SH SOLE 0 0 46 PAYCHEX INC COM 704326107 16 127 SH SOLE 0 0 127 PEPSICO INC COM 713448108 92 524 SH SOLE 0 0 524 PFIZER INC COM 717081103 8 261 SH SOLE 0 0 261 PHILLIPS 66 COM 718546104 26 159 SH SOLE 0 0 159 PRICE T ROWE GROUP INC COM 74144T108 74 600 SH SOLE 0 0 600 PROCTER AND GAMBLE CO COM 742718109 108 661 SH SOLE 0 0 661 PROSHARES TR PSHS ULTRA DOW30 74347R305 240 2755 SH SOLE 0 0 2755 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 23 332 SH SOLE 0 0 332 QUALCOMM INC COM 747525103 93 548 SH SOLE 0 0 548 RTX CORPORATION COM 75513E101 17 165 SH SOLE 0 0 165 ROCKWELL AUTOMATION INC COM 773903109 81 278 SH SOLE 0 0 278 SHELL PLC SPON ADS 780259305 8 107 SH SOLE 0 0 107 SPDR S&P 500 ETF TR TR UNIT 78462F103 178 340 SH SOLE 0 0 340 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 521 14381 SH SOLE 0 0 14381 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 3912 109135 SH SOLE 0 0 109135 SPDR SER TR PORTFOLIO INTRMD 78464A375 87 2651 SH SOLE 0 0 2651 SPDR SER TR PORTFOLIO SHORT 78464A474 70 2346 SH SOLE 0 0 2346 SPDR SER TR PRTFLO S&P500 VL 78464A508 12833 256148 SH SOLE 0 0 256148 SPDR SER TR PORTFOLIO AGRGTE 78464A649 106 4183 SH SOLE 0 0 4183 SPDR SER TR PORTFOLI S&P1500 78464A805 50455 786504 SH SOLE 0 0 786504 SPDR SER TR PORTFOLIO S&P400 78464A847 162 3027 SH SOLE 0 0 3027 SPDR SER TR NUVEEN BLMBRG SH 78468R739 87 1832 SH SOLE 0 0 1832 SPDR SER TR PORTFOLIO S&P600 78468R853 914 21232 SH SOLE 0 0 21232 SALESFORCE INC COM 79466L302 5 15 SH SOLE 0 0 15 SAREPTA THERAPEUTICS INC COM 803607100 4 26 SH SOLE 0 0 26 SCHLUMBERGER LTD COM STK 806857108 6 93 SH SOLE 0 0 93 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 428 7002 SH SOLE 0 0 7002 SCHWAB STRATEGIC TR US TIPS ETF 808524870 13 242 SH SOLE 0 0 242 SNOWFLAKE INC CL A 833445109 5 29 SH SOLE 0 0 29 SOUTHWEST AIRLS CO COM 844741108 41 1400 SH SOLE 0 0 1400 STARBUCKS CORP COM 855244109 10 100 SH SOLE 0 0 100 SYNOPSYS INC COM 871607107 62 108 SH SOLE 0 0 108 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 15 109 SH SOLE 0 0 109 TARGET CORP COM 87612E106 14 76 SH SOLE 0 0 76 TEXAS CAP BANCSHARES INC COM 88224Q107 120 1944 SH SOLE 0 0 1944 TEXAS INSTRS INC COM 882508104 884 5072 SH SOLE 0 0 5072 3M CO COM 88579Y101 21 196 SH SOLE 0 0 196 US BANCORP DEL COM NEW 902973304 8 174 SH SOLE 0 0 174 UNDER ARMOUR INC CL A 904311107 23 3000 SH SOLE 0 0 3000 UNDER ARMOUR INC CL C 904311206 22 3021 SH SOLE 0 0 3021 UNION PAC CORP COM 907818108 219 889 SH SOLE 0 0 889 UNITEDHEALTH GROUP INC COM 91324P102 192 388 SH SOLE 0 0 388 VANECK ETF TRUST LOW CARBN ENERGY 92189F502 5 50 SH SOLE 0 0 50 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 115 1490 SH SOLE 0 0 1490 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 571 7855 SH SOLE 0 0 7855 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 28879 575609 SH SOLE 0 0 575609 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 102 2059 SH SOLE 0 0 2059 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 5 70 SH SOLE 0 0 70 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 7091 169755 SH SOLE 0 0 169755 VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 92 1199 SH SOLE 0 0 1199 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 534 6907 SH SOLE 0 0 6907 VANGUARD SCOTTSDALE FDS TOTAL WLD BD ETF 92206C565 195 2836 SH SOLE 0 0 2836 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 269 3156 SH SOLE 0 0 3156 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 990 12288 SH SOLE 0 0 12288 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 492 9713 SH SOLE 0 0 9713 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 137 284 SH SOLE 0 0 284 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 49 311 SH SOLE 0 0 311 VANGUARD INDEX FDS SM CP VAL ETF 922908611 57 295 SH SOLE 0 0 295 VANGUARD INDEX FDS MID CAP ETF 922908629 71 283 SH SOLE 0 0 283 VANGUARD INDEX FDS GROWTH ETF 922908736 29 83 SH SOLE 0 0 83 VANGUARD INDEX FDS VALUE ETF 922908744 951 5834 SH SOLE 0 0 5834 VANGUARD INDEX FDS SMALL CP ETF 922908751 362 1580 SH SOLE 0 0 1580 VANGUARD INDEX FDS TOTAL STK MKT 922908769 3741 14391 SH SOLE 0 0 14391 VERIZON COMMUNICATIONS INC COM 92343V104 6 126 SH SOLE 0 0 126 VIAVI SOLUTIONS INC COM 925550105 1 8 SH SOLE 0 0 8 VISA INC COM CL A 92826C839 182 651 SH SOLE 0 0 651 WEC ENERGY GROUP INC COM 92939U106 11 124 SH SOLE 0 0 124 WALMART INC COM 931142103 318 5274 SH SOLE 0 0 5274 WARNER BROS DISCOVERY INC COM SER A 934423104 2 168 SH SOLE 0 0 168 WELLS FARGO CO NEW COM 949746101 58 1000 SH SOLE 0 0 1000 WISDOMTREE TR EM EX ST-OWNED 97717X578 11 369 SH SOLE 0 0 369 YUM BRANDS INC COM 988498101 14 100 SH SOLE 0 0 100 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 20 56 SH SOLE 0 0 56 LINDE PLC SHS G54950103 250 538 SH SOLE 0 0 538 MEDTRONIC PLC SHS G5960L103 12 130 SH SOLE 0 0 130 CHUBB LIMITED COM H1467J104 21 79 SH SOLE 0 0 79 FIVERR INTL LTD ORD SHS M4R82T106 3 98 SH SOLE 0 0 98