Keener Financial Planning Llc Portfolio Stock Holdings
Keener Financial Planning Llc disclosed 58 stock positions valued at approximately $237,919 in its latest SEC 13F filing. The largest holdings include SPDR SERIES TRUST, VANGUARD TAX-MANAGED FDS, and ISHARES TR. The filing reflects positions held as of March 31, 2026 and was filed on May 1, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 58
- Portfolio Value
- $237.9K
Holdings by Sector
Keener Financial Planning Llc Portfolio Holdings in Q1 2026
58 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | SPTM | Other | 36.11% | 1,086,692 | +60,084 | +5.85% | $85,913 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 21.61% | 802,324 | -3,507 | -0.44% | $51,412 |
| ISHARES TR | IJR | Other | 8.96% | 171,412 | +5,033 | +3.03% | $21,308 |
| AMERICAN CENTY ETF TR | AVLV | Other | 7.82% | 230,857 | +1,731 | +0.76% | $18,609 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 5.87% | 258,279 | +17,546 | +7.29% | $13,959 |
| VANGUARD INDEX FDS | VTI | Other | 2.44% | 18,107 | +3,134 | +20.93% | $5,808 |
| SPDR INDEX SHS FDS | SPDW | Other | 1.93% | 100,599 | +136 | +0.14% | $4,592 |
| SPDR SERIES TRUST | SPYV | Other | 1.42% | 59,918 | -92 | -0.15% | $3,390 |
| EXXON MOBIL CORP | XOM | Energy | 1.40% | 19,574 | -2,149 | -9.89% | $3,320 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 1.19% | 72,736 | -201 | -0.28% | $2,826 |
| APPLE INC | AAPL | Technology | 1.14% | 10,712 | -564 | -5.00% | $2,718 |
| MICROSOFT CORP | MSFT | Technology | 0.66% | 4,268 | +490 | +12.97% | $1,579 |
| NVIDIA CORPORATION | NVDA | Technology | 0.53% | 7,176 | -1,971 | -21.55% | $1,251 |
| VANGUARD INDEX FDS | VTV | Other | 0.49% | 5,901 | +20 | +0.34% | $1,157 |
| ISHARES TR | IVV | Other | 0.48% | 1,734 | - | - | $1,132 |
| SPDR SERIES TRUST | SPSM | Other | 0.44% | 21,467 | +48 | +0.22% | $1,037 |
| ISHARES TR | ESGU | Other | 0.41% | 6,971 | +133 | +1.95% | $985 |
| ISHARES TR | ITOT | Other | 0.38% | 6,418 | +582 | +9.97% | $914 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.32% | 15,245 | +2,095 | +15.93% | $760 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.31% | 2,544 | - | - | $748 |
| VANGUARD SCOTTSDALE FDS | VTWO | Other | 0.28% | 6,706 | - | - | $671 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 0.26% | 7,604 | -202 | -2.59% | $629 |
| ISHARES TR | IEFA | Other | 0.26% | 6,901 | +592 | +9.38% | $624 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.26% | 7,690 | -916 | -10.64% | $609 |
| ELI LILLY & CO | LLY | Healthcare | 0.25% | 642 | - | - | $590 |
| WALMART INC | WMT | Consumer Defensive | 0.23% | 4,487 | -44 | -0.97% | $557 |
| ISHARES TR | SUSB | Other | 0.23% | 21,508 | +761 | +3.67% | $539 |
| VANGUARD INDEX FDS | VOO | Other | 0.22% | 895 | +55 | +6.55% | $534 |
| SCHWAB STRATEGIC TR | SCHP | Other | 0.22% | 19,980 | +19,980 | +100.00% | $531 |
| SCHWAB STRATEGIC TR | SCHB | Other | 0.22% | 21,006 | - | - | $527 |
| VANGUARD BD INDEX FDS | BND | Other | 0.21% | 6,800 | -171 | -2.45% | $500 |
| ALPHABET INC | GOOGL | Communication Services | 0.19% | 1,608 | - | - | $462 |
| SPDR INDEX SHS FDS | SPEM | Other | 0.19% | 9,763 | - | - | $457 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.17% | 2,009 | - | - | $408 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.17% | 836 | -11 | -1.30% | $400 |
| VANGUARD INDEX FDS | VB | Other | 0.17% | 1,515 | -8 | -0.53% | $396 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 0.16% | 6,225 | - | - | $388 |
| ISHARES TR | EUSB | Other | 0.16% | 8,552 | +796 | +10.26% | $372 |
| SPDR SERIES TRUST | SPYG | Other | 0.15% | 3,744 | - | - | $366 |
| VANGUARD BD INDEX FDS | BSV | Other | 0.15% | 4,465 | -76 | -1.67% | $350 |
| NUSHARES ETF TR | NUDM | Other | 0.14% | 9,451 | - | - | $341 |
| ISHARES TR | SUSC | Other | 0.13% | 13,442 | +26 | +0.19% | $311 |
| ISHARES INC | ESGE | Other | 0.12% | 6,456 | +448 | +7.46% | $293 |
| PROSHARES TR | DDM | Other | 0.12% | 5,510 | - | - | $286 |
| ISHARES TR | ESGD | Other | 0.12% | 2,953 | -291 | -8.97% | $282 |
| ISHARES INC | IEMG | Other | 0.12% | 4,027 | -14 | -0.35% | $280 |
| UNION PAC CORP | UNP | Industrials | 0.12% | 1,147 | -236 | -17.06% | $278 |
| AMGEN INC | AMGN | Healthcare | 0.11% | 768 | - | - | $270 |
| ISHARES TR | IJS | Other | 0.11% | 2,257 | - | - | $267 |
| SPDR SERIES TRUST | SHM | Other | 0.11% | 5,528 | +760 | +15.94% | $264 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.10% | 374 | - | - | $243 |
| NUSHARES ETF TR | NULV | Other | 0.09% | 4,943 | -21 | -0.42% | $224 |
| HILTON WORLDWIDE HLDGS INC | HLT | Consumer Cyclical | 0.09% | 724 | - | - | $220 |
| ISHARES TR | ESML | Other | 0.09% | 4,622 | +115 | +2.55% | $217 |
| ALPHABET INC | GOOG | Communication Services | 0.09% | 725 | - | - | $207 |
| BROADCOM INC | AVGO | Technology | 0.09% | 661 | - | - | $204 |
| SPDR SERIES TRUST | SPSB | Other | 0.09% | 6,760 | +6,760 | +100.00% | $203 |
| ISHARES TR | AGG | Other | 0.08% | 2,028 | -49 | -2.36% | $201 |