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Keener Financial Planning

Latest statistics and disclosures from Keener Financial Planning's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPTM, VEA, IJR, AVLV, VWO, and represent 80.36% of Keener Financial Planning's stock portfolio.
Added to shares of these 10 stocks: SPTM, VTI, VWO, IJR, SCHP, SPSB, MSFT, AVLV, VTEB, ITOT.
Started 2 new stock positions in SCHP, SPSB.
Reduced shares in these 10 stocks: XOM, NVDA, VEA, , , AAPL, VCSH, UNP, ESGD, VCIT.
Sold out of its positions in EXPE, GBCI.
Keener Financial Planning was a net buyer of stock by $7.1M.
Keener Financial Planning has $238M in assets under management (AUM), dropping by 2.82%.
Central Index Key (CIK): 0002004495

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Portfolio Holdings for Keener Financial Planning

Keener Financial Planning holds 58 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust State Street Spd (SPTM)	36.1	$86M	+5%	1.1M	79.06	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	21.6	$51M		802k	64.08	View chart
Ishares Tr Core S&p Scp Etf (IJR)	9.0	$21M	+3%	171k	124.31	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	7.8	$19M		231k	80.61	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	5.9	$14M	+7%	258k	54.05	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.4	$5.8M	+20%	18k	320.76	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	1.9	$4.6M		101k	45.65	View chart
Spdr Series Trust State Street Spd (SPYV)	1.4	$3.4M		60k	56.58	View chart
Exxon Mobil Corporation (XOM)	1.4	$3.3M	-9%	20k	169.61	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.2	$2.8M		73k	38.85	View chart
Apple (AAPL)	1.1	$2.7M	-5%	11k	253.73	View chart
Microsoft Corporation (MSFT)	0.7	$1.6M	+12%	4.3k	369.96	View chart
NVIDIA Corporation (NVDA)	0.5	$1.3M	-21%	7.2k	174.33	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$1.2M		5.9k	196.07	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$1.1M		1.7k	652.83	View chart
Spdr Series Trust State Street Spd (SPSM)	0.4	$1.0M		22k	48.31	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.4	$985k		7.0k	141.30	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.4	$914k	+9%	6.4k	142.41	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$760k	+15%	15k	49.85	View chart
JPMorgan Chase & Co. (JPM)	0.3	$748k		2.5k	294.03	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.3	$671k		6.7k	100.06	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$629k	-2%	7.6k	82.72	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$624k	+9%	6.9k	90.42	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$609k	-10%	7.7k	79.19	View chart
Eli Lilly & Co. (LLY)	0.2	$590k		642.00	919.00	View chart
Wal-Mart Stores (WMT)	0.2	$557k		4.5k	124.14	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.2	$539k	+3%	22k	25.06	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$534k	+6%	895.00	596.65	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.2	$531k	NEW	20k	26.58	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$527k		21k	25.09	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$500k	-2%	6.8k	73.53	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$462k		1.6k	287.31	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.2	$457k		9.8k	46.81	View chart
Advanced Micro Devices (AMD)	0.2	$408k		2.0k	203.09	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$400k		836.00	478.47	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$396k		1.5k	261.39	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.2	$388k		6.2k	62.33	View chart
Ishares Tr Esg Advanced Uni (EUSB)	0.2	$372k	+10%	8.6k	43.50	View chart
Spdr Series Trust State Street Spd (SPYG)	0.2	$366k		3.7k	97.76	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$350k		4.5k	78.39	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.1	$341k		9.5k	36.08	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$311k		13k	23.14	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$293k	+7%	6.5k	45.38	View chart
Proshares Tr Pshs Ultra Dow30 (DDM)	0.1	$286k		5.5k	51.91	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$282k	-8%	3.0k	95.50	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$280k		4.0k	69.53	View chart
Union Pacific Corporation (UNP)	0.1	$278k	-17%	1.1k	242.37	View chart
Amgen (AMGN)	0.1	$270k		768.00	351.56	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$267k		2.3k	118.30	View chart
Spdr Series Trust State Street Spd (SHM)	0.1	$264k	+15%	5.5k	47.76	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$243k		374.00	649.73	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.1	$224k		4.9k	45.32	View chart
Hilton Worldwide Holdings (HLT)	0.1	$220k		724.00	303.87	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$217k	+2%	4.6k	46.95	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$207k		725.00	285.52	View chart
Broadcom (AVGO)	0.1	$204k		661.00	308.62	View chart
Spdr Series Trust State Street Spd (SPSB)	0.1	$203k	NEW	6.8k	30.03	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$201k	-2%	2.0k	99.11	View chart

Past Filings by Keener Financial Planning

SEC 13F filings are viewable for Keener Financial Planning going back to 2023

Keener Financial Planning 2026 Q1 filed May 1, 2026
Keener Financial Planning 2025 Q4 filed Jan. 23, 2026
Keener Financial Planning 2025 Q3 filed Nov. 7, 2025
Keener Financial Planning 2025 Q2 filed July 25, 2025
Keener Financial Planning 2025 Q1 filed May 9, 2025
Keener Financial Planning 2024 Q4 filed Jan. 29, 2025
Keener Financial Planning 2024 Q3 filed Oct. 18, 2024
Keener Financial Planning 2024 Q2 filed July 26, 2024
Keener Financial Planning 2024 Q1 filed May 3, 2024
Keener Financial Planning 2023 Q4 filed Jan. 26, 2024

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