0002004495-24-000001.txt : 20240126 0002004495-24-000001.hdr.sgml : 20240126 20240126124627 ACCESSION NUMBER: 0002004495-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240126 DATE AS OF CHANGE: 20240126 EFFECTIVENESS DATE: 20240126 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: 24566252 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 12-31-2023 12-31-2023 Keener Financial Planning LLC

1692 KELLER PARKWAY KELLER TX 76248

13F HOLDINGS REPORT 028-23538 N Cindi Hill 6197955986 Cindi Hil San Diego CA 01-26-2024 0 185 129314 false INFORMATION TABLE 2 keener13fexport12312023.xml AT&T INC COM 00206R102 21 1247 SH SOLE 0 0 1247 ABBOTT LABS COM 002824100 102 927 SH SOLE 0 0 927 ABBVIE INC COM 00287Y109 62 400 SH SOLE 0 0 400 ABRDN GOLD ETF TRUST PHYSCL GOLD SHS 00326A104 35 1767 SH SOLE 0 0 1767 ADOBE INC COM 00724F101 20 33 SH SOLE 0 0 33 ADVANCED MICRO DEVICES INC COM 007903107 295 2000 SH SOLE 0 0 2000 ALLIANT ENERGY CORP COM 018802108 12 228 SH SOLE 0 0 228 ALPHABET INC CAP STK CL C 02079K107 70 500 SH SOLE 0 0 500 ALPHABET INC CAP STK CL A 02079K305 291 2080 SH SOLE 0 0 2080 AMAZON COM INC COM 023135106 115 760 SH SOLE 0 0 760 AMEREN CORP COM 023608102 83 1149 SH SOLE 0 0 1149 AMERICAN AIRLS GROUP INC COM 02376R102 136 9922 SH SOLE 0 0 9922 AMERICAN TOWER CORP NEW COM 03027X100 6 30 SH SOLE 0 0 30 AMGEN INC COM 031162100 281 977 SH SOLE 0 0 977 ELEVANCE HEALTH INC COM 036752103 408 866 SH SOLE 0 0 866 APPIAN CORP CL A 03782L101 12 314 SH SOLE 0 0 314 APPLE INC COM 037833100 968 5028 SH SOLE 0 0 5028 AUTOMATIC DATA PROCESSING IN COM 053015103 8 33 SH SOLE 0 0 33 BANK AMERICA CORP COM 060505104 49 1454 SH SOLE 0 0 1454 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 375 1052 SH SOLE 0 0 1052 BNY MELLON ETF TRUST US LRG CP CORE 09661T107 206 2278 SH SOLE 0 0 2278 BNY MELLON ETF TRUST US MDCP CORE EQT 09661T206 58 636 SH SOLE 0 0 636 BNY MELLON ETF TRUST US SMLCP CORE 09661T305 10 106 SH SOLE 0 0 106 BNY MELLON ETF TRUST INTERNATIONL EQT 09661T404 45 633 SH SOLE 0 0 633 BNY MELLON ETF TRUST EMRG MKT EQUIT 09661T503 12 211 SH SOLE 0 0 211 BNY MELLON ETF TRUST CORE BOND ETF 09661T602 171 4024 SH SOLE 0 0 4024 BNY MELLON ETF TRUST HIGH YIELD BETA 09661T800 42 895 SH SOLE 0 0 895 BOEING CO COM 097023105 52 200 SH SOLE 0 0 200 BOOKING HOLDINGS INC COM 09857L108 71 20 SH SOLE 0 0 20 BRISTOL-MYERS SQUIBB CO COM 110122108 24 468 SH SOLE 0 0 468 BROADCOM INC COM 11135F101 147 132 SH SOLE 0 0 132 CANADIAN NATL RY CO COM 136375102 46 370 SH SOLE 0 0 370 CHEVRON CORP NEW COM 166764100 55 367 SH SOLE 0 0 367 CHIPOTLE MEXICAN GRILL INC COM 169656105 43 19 SH SOLE 0 0 19 CISCO SYS INC COM 17275R102 57 1121 SH SOLE 0 0 1121 CLOVER HEALTH INVESTMENTS CO COM CL A 18914F103 0 20 SH SOLE 0 0 20 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 15 202 SH SOLE 0 0 202 COMERICA INC COM 200340107 110 1965 SH SOLE 0 0 1965 CONOCOPHILLIPS COM 20825C104 4 33 SH SOLE 0 0 33 CORBUS PHARMACEUTICALS HLDGS COM NEW 21833P301 0 6 SH SOLE 0 0 6 COSTCO WHSL CORP NEW COM 22160K105 7 11 SH SOLE 0 0 11 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 276 5279 SH SOLE 0 0 5279 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 1829 62582 SH SOLE 0 0 62582 DISNEY WALT CO COM 254687106 145 1602 SH SOLE 0 0 1602 EOG RES INC COM 26875P101 36 300 SH SOLE 0 0 300 ENLINK MIDSTREAM LLC COM UNIT REP LTD 29336T100 8 679 SH SOLE 0 0 679 EXPEDIA GROUP INC COM NEW 30212P303 114 750 SH SOLE 0 0 750 EXXON MOBIL CORP COM 30231G102 80 799 SH SOLE 0 0 799 META PLATFORMS INC CL A 30303M102 53 150 SH SOLE 0 0 150 FIDELITY COMWLTH TR NASDAQ COMPSIT 315912808 61 1022 SH SOLE 0 0 1022 FORD MTR CO DEL COM 345370860 44 3580 SH SOLE 0 0 3580 GALLAGHER ARTHUR J & CO COM 363576109 11 49 SH SOLE 0 0 49 GSK PLC SPONSORED ADR 37733W204 2 46 SH SOLE 0 0 46 HP INC COM 40434L105 21 700 SH SOLE 0 0 700 HALEON PLC SPON ADS 405552100 0 58 SH SOLE 0 0 58 HALLIBURTON CO COM 406216101 7 182 SH SOLE 0 0 182 HEWLETT PACKARD ENTERPRISE C COM 42824C109 12 700 SH SOLE 0 0 700 HOME DEPOT INC COM 437076102 31 89 SH SOLE 0 0 89 HONEYWELL INTL INC COM 438516106 99 470 SH SOLE 0 0 470 HUNTINGTON BANCSHARES INC COM 446150104 368 28915 SH SOLE 0 0 28915 INTERNATIONAL BUSINESS MACHS COM 459200101 49 300 SH SOLE 0 0 300 INVESCO QQQ TR UNIT SER 1 46090E103 77 189 SH SOLE 0 0 189 INVESCO EXCHANGE TRADED FD T WATER RES ETF 46137V142 37 600 SH SOLE 0 0 600 ISHARES TR CORE S&P TTL STK 464287150 767 7289 SH SOLE 0 0 7289 ISHARES TR TIPS BD ETF 464287176 39 367 SH SOLE 0 0 367 ISHARES TR CORE S&P500 ETF 464287200 776 1624 SH SOLE 0 0 1624 ISHARES TR CORE US AGGBD ET 464287226 35 355 SH SOLE 0 0 355 ISHARES TR CORE S&P MCP ETF 464287507 25 92 SH SOLE 0 0 92 ISHARES TR CORE S&P US VLU 464287663 9 109 SH SOLE 0 0 109 ISHARES TR US INDUSTRIALS 464287754 13 110 SH SOLE 0 0 110 ISHARES TR U.S. FIN SVC ETF 464287770 54 300 SH SOLE 0 0 300 ISHARES TR CORE S&P SCP ETF 464287804 10689 98746 SH SOLE 0 0 98746 ISHARES TR SP SMCP600VL ETF 464287879 221 2148 SH SOLE 0 0 2148 ISHARES TR JPMORGAN USD EMG 464288281 64 713 SH SOLE 0 0 713 ISHARES TR NATIONAL MUN ETF 464288414 139 1282 SH SOLE 0 0 1282 ISHARES TR US AER DEF ETF 464288760 23 178 SH SOLE 0 0 178 ISHARES TR MSCI USA MIN VOL 46429B697 26 332 SH SOLE 0 0 332 ISHARES TR 0-5 YR TIPS ETF 46429B747 4 36 SH SOLE 0 0 36 ISHARES TR MSCI USA QLT FCT 46432F339 19 131 SH SOLE 0 0 131 ISHARES TR CORE MSCI TOTAL 46432F834 9 135 SH SOLE 0 0 135 ISHARES TR CORE MSCI EAFE 46432F842 307 4360 SH SOLE 0 0 4360 ISHARES INC CORE MSCI EMKT 46434G103 177 3491 SH SOLE 0 0 3491 ISHARES INC ESG AWR MSCI EM 46434G863 175 5469 SH SOLE 0 0 5469 ISHARES TR GLOBAL REIT ETF 46434V647 5 204 SH SOLE 0 0 204 ISHARES TR ESG AWRE USD ETF 46435G193 15 638 SH SOLE 0 0 638 ISHARES TR HIGH YLD BD FCTR 46435G250 8 179 SH SOLE 0 0 179 ISHARES TR ESG AWR MSCI USA 46435G425 665 6342 SH SOLE 0 0 6342 ISHARES TR FALN ANGLS USD 46435G474 6 224 SH SOLE 0 0 224 ISHARES TR ESG AW MSCI EAFE 46435G516 158 2098 SH SOLE 0 0 2098 ISHARES TR ESG AWR US AGRGT 46435U549 2 37 SH SOLE 0 0 37 ISHARES TR ESG AWARE MSCI 46435U663 125 3284 SH SOLE 0 0 3284 ISHARES TR ESG EAFE ETF 46436E759 173 2702 SH SOLE 0 0 2702 JPMORGAN CHASE & CO COM 46625H100 256 1507 SH SOLE 0 0 1507 JOHNSON & JOHNSON COM 478160104 40 254 SH SOLE 0 0 254 KENVUE INC COM 49177J102 8 369 SH SOLE 0 0 369 LEMONADE INC COM 52567D107 3 207 SH SOLE 0 0 207 ELI LILLY & CO COM 532457108 311 534 SH SOLE 0 0 534 LUMENTUM HLDGS INC COM 55024U109 0 1 SH SOLE 0 0 1 MANULIFE FINL CORP COM 56501R106 16 722 SH SOLE 0 0 722 MARATHON OIL CORP COM 565849106 4 163 SH SOLE 0 0 163 MARRIOTT INTL INC NEW CL A 571903202 30 134 SH SOLE 0 0 134 MASTERCARD INCORPORATED CL A 57636Q104 7 16 SH SOLE 0 0 16 MCDONALDS CORP COM 580135101 39 133 SH SOLE 0 0 133 MERCK & CO INC COM 58933Y105 47 435 SH SOLE 0 0 435 MICROSOFT CORP COM 594918104 1153 3067 SH SOLE 0 0 3067 NEW YORK TIMES CO CL A 650111107 4 91 SH SOLE 0 0 91 NORFOLK SOUTHN CORP COM 655844108 1 4 SH SOLE 0 0 4 NVIDIA CORPORATION COM 67066G104 213 431 SH SOLE 0 0 431 NUSHARES ETF TR NUVEEN ESG LRGVL 67092P300 136 3798 SH SOLE 0 0 3798 NUSHARES ETF TR NUVEEN ESG INTL 67092P805 286 9729 SH SOLE 0 0 9729 ORACLE CORP COM 68389X105 9 87 SH SOLE 0 0 87 ORGANON & CO COMMON STOCK 68622V106 0 32 SH SOLE 0 0 32 PAYPAL HLDGS INC COM 70450Y103 17 280 SH SOLE 0 0 280 PEPSICO INC COM 713448108 76 450 SH SOLE 0 0 450 PFIZER INC COM 717081103 8 261 SH SOLE 0 0 261 PRICE T ROWE GROUP INC COM 74144T108 65 600 SH SOLE 0 0 600 PROCTER AND GAMBLE CO COM 742718109 86 590 SH SOLE 0 0 590 PROSHARES TR PSHS ULTRA DOW30 74347R305 218 2755 SH SOLE 0 0 2755 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 20 332 SH SOLE 0 0 332 PUBMATIC INC COM CL A 74467Q103 9 533 SH SOLE 0 0 533 QUALCOMM INC COM 747525103 79 548 SH SOLE 0 0 548 RTX CORPORATION COM 75513E101 10 120 SH SOLE 0 0 120 ROCKWELL AUTOMATION INC COM 773903109 86 278 SH SOLE 0 0 278 SHELL PLC SPON ADS 780259305 7 107 SH SOLE 0 0 107 SPDR S&P 500 ETF TR TR UNIT 78462F103 162 340 SH SOLE 0 0 340 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 458 12922 SH SOLE 0 0 12922 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 3762 110618 SH SOLE 0 0 110618 SPDR SER TR S&P 600 SMCP VAL 78464A300 9 111 SH SOLE 0 0 111 SPDR SER TR PORTFOLIO INTRMD 78464A375 93 2829 SH SOLE 0 0 2829 SPDR SER TR PORTFOLIO SHORT 78464A474 41 1375 SH SOLE 0 0 1375 SPDR SER TR PRTFLO S&P500 VL 78464A508 11307 242490 SH SOLE 0 0 242490 SPDR SER TR PORTFOLIO AGRGTE 78464A649 107 4183 SH SOLE 0 0 4183 SPDR SER TR PORTFOLI S&P1500 78464A805 43933 751631 SH SOLE 0 0 751631 SPDR SER TR PORTFOLIO S&P400 78464A847 158 3245 SH SOLE 0 0 3245 SPDR SER TR NUVEEN BLMBRG SH 78468R739 59 1238 SH SOLE 0 0 1238 SPDR SER TR PORTFOLIO S&P600 78468R853 896 21245 SH SOLE 0 0 21245 SPDR SER TR BLOOMBERG 1 10 Y 78468R861 5 283 SH SOLE 0 0 283 SALESFORCE INC COM 79466L302 4 15 SH SOLE 0 0 15 SAREPTA THERAPEUTICS INC COM 803607100 3 26 SH SOLE 0 0 26 SCHLUMBERGER LTD COM STK 806857108 5 93 SH SOLE 0 0 93 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 390 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 6 29 SH SOLE 0 0 29 SOUTHWEST AIRLS CO COM 844741108 40 1400 SH SOLE 0 0 1400 STARBUCKS CORP COM 855244109 10 100 SH SOLE 0 0 100 SYNOPSYS INC COM 871607107 56 108 SH SOLE 0 0 108 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 11 109 SH SOLE 0 0 109 TEXAS CAP BANCSHARES INC COM 88224Q107 139 2157 SH SOLE 0 0 2157 TEXAS INSTRS INC COM 882508104 916 5372 SH SOLE 0 0 5372 3M CO COM 88579Y101 21 196 SH SOLE 0 0 196 UNDER ARMOUR INC CL A 904311107 26 3000 SH SOLE 0 0 3000 UNDER ARMOUR INC CL C 904311206 25 3021 SH SOLE 0 0 3021 UNION PAC CORP COM 907818108 218 889 SH SOLE 0 0 889 UNITEDHEALTH GROUP INC COM 91324P102 184 350 SH SOLE 0 0 350 VANECK ETF TRUST LOW CARBN ENERGY 92189F502 6 50 SH SOLE 0 0 50 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 122 1578 SH SOLE 0 0 1578 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 707 9618 SH SOLE 0 0 9618 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 25125 524525 SH SOLE 0 0 524525 VANGUARD WHITEHALL FDS EM MK GOV BD ETF 921946885 0 2 SH SOLE 0 0 2 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 12 249 SH SOLE 0 0 249 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 119 2407 SH SOLE 0 0 2407 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 6264 152420 SH SOLE 0 0 152420 VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 86 1199 SH SOLE 0 0 1199 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 575 7437 SH SOLE 0 0 7437 VANGUARD SCOTTSDALE FDS TOTAL WLD BD ETF 92206C565 184 2653 SH SOLE 0 0 2653 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 256 3156 SH SOLE 0 0 3156 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 1015 12488 SH SOLE 0 0 12488 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 461 9023 SH SOLE 0 0 9023 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 124 284 SH SOLE 0 0 284 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 45 311 SH SOLE 0 0 311 VANGUARD INDEX FDS SM CP VAL ETF 922908611 53 295 SH SOLE 0 0 295 VANGUARD INDEX FDS MID CAP ETF 922908629 66 283 SH SOLE 0 0 283 VANGUARD INDEX FDS VALUE ETF 922908744 849 5681 SH SOLE 0 0 5681 VANGUARD INDEX FDS SMALL CP ETF 922908751 337 1580 SH SOLE 0 0 1580 VANGUARD INDEX FDS TOTAL STK MKT 922908769 3277 13816 SH SOLE 0 0 13816 VERIZON COMMUNICATIONS INC COM 92343V104 5 126 SH SOLE 0 0 126 VIAVI SOLUTIONS INC COM 925550105 0 8 SH SOLE 0 0 8 VISA INC COM CL A 92826C839 169 651 SH SOLE 0 0 651 WALMART INC COM 931142103 264 1675 SH SOLE 0 0 1675 WARNER BROS DISCOVERY INC COM SER A 934423104 4 321 SH SOLE 0 0 321 WELLS FARGO CO NEW COM 949746101 49 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 13 100 SH SOLE 0 0 100 LINDE PLC SHS G54950103 200 488 SH SOLE 0 0 488 FIVERR INTL LTD ORD SHS M4R82T106 3 98 SH SOLE 0 0 98