Keener Financial Planning

Keener Financial Planning as of March 31, 2026

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