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Ishares Tr shares owned by Keener Financial Planning

Quarter-by-quarter ownership of Ishares Tr (DMXF) shares owned by Keener Financial Planning from 13F filings

Historical chart of Keener Financial Planning investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Keener Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Keener Financial Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $185k 2.7k 68.47
2023-12-31 $173k 2.7k 64.03

More positions owned by Keener Financial Planning

Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Ishares Tr Core S&p500 Etf (IVV)
Texas Instruments Incorporated (TXN)

View all positions for Keener Financial Planning

Top funds holding Ishares Tr

Envestnet Portfolio Solutions
Hanson McClain Advisors
SigFig Wealth Management
Jpmorgan Chase & Co
Park Avenue Securities
Advisor Group Holdings
Adviser Investments
Invera Wealth Advisors
Jane Street
Sei Investments
Financial Connections Group
HighTower Advisors
UBS Group
One Wealth Advisors
Bank of America Corporation

View all funds holding Ishares Tr