Keener Financial Planning Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$238K
Q ending 2026-03-31
Prior quarter
$231K
Q ending 2025-12-31
Change
+2.8% QoQ · +54.6% YoY
Positions
58
reported holdings
Largest positions
All 58 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Spdr Series Trust | SPTM | Shares | $86K | 1.1M |
| Vanguard Tax-Managed Fds | VEA | Shares | $51K | 802K |
| Ishares Tr | IJR | Shares | $21K | 171K |
| American Centy Etf Tr | AVLV | Shares | $19K | 231K |
| Vanguard Intl Equity Index F | VWO | Shares | $14K | 258K |
| Vanguard Index Fds | VTI | Shares | $6K | 18K |
| Spdr Index Shs Fds | SPDW | Shares | $5K | 101K |
| Spdr Series Trust | SPYV | Shares | $3K | 60K |
| Exxon Mobil Corp | XOM | Shares | $3K | 20K |
| Dimensional Etf Trust | DFAC | Shares | $3K | 73K |
| Apple Inc | AAPL | Shares | $3K | 11K |
| Microsoft Corp | MSFT | Shares | $2K | 4K |
| Nvidia Corporation | NVDA | Shares | $1K | 7K |
| Vanguard Index Fds | VTV | Shares | $1K | 6K |
| Ishares Tr | IVV | Shares | $1K | 2K |
| Spdr Series Trust | SPSM | Shares | $1K | 21K |
| Ishares Tr | ESGU | Shares | $985 | 7K |
| Ishares Tr | ITOT | Shares | $914 | 6K |
| Vanguard Mun Bd Fds | VTEB | Shares | $760 | 15K |
| Jpmorgan Chase & Co | JPM | Shares | $748 | 3K |
| Vanguard Scottsdale Fds | VTWO | Shares | $671 | 7K |
| Vanguard Scottsdale Fds | VCIT | Shares | $629 | 8K |
| Ishares Tr | IEFA | Shares | $624 | 7K |
| Vanguard Scottsdale Fds | VCSH | Shares | $609 | 8K |
| Eli Lilly & Co | LLY | Shares | $590 | 642 |
| Walmart Inc | WMT | Shares | $557 | 4K |
| Ishares Tr | SUSB | Shares | $539 | 22K |
| Vanguard Index Fds | VOO | Shares | $534 | 895 |
| Schwab Strategic Tr | SCHP | Shares | $531 | 20K |
| Schwab Strategic Tr | SCHB | Shares | $527 | 21K |
| Vanguard Bd Index Fds | BND | Shares | $500 | 7K |
| Alphabet Inc | GOOGL | Shares | $462 | 2K |
| Spdr Index Shs Fds | SPEM | Shares | $457 | 10K |
| Advanced Micro Devices Inc | AMD | Shares | $408 | 2K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $400 | 836 |
| Vanguard Index Fds | VB | Shares | $396 | 2K |
| Dimensional Etf Trust | DFAT | Shares | $388 | 6K |
| Ishares Tr | EUSB | Shares | $372 | 9K |
| Spdr Series Trust | SPYG | Shares | $366 | 4K |
| Vanguard Bd Index Fds | BSV | Shares | $350 | 4K |
| Nushares Etf Tr | NUDM | Shares | $341 | 9K |
| Ishares Tr | SUSC | Shares | $311 | 13K |
| Ishares Inc | ESGE | Shares | $293 | 6K |
| Proshares Tr | DDM | Shares | $286 | 6K |
| Ishares Tr | ESGD | Shares | $282 | 3K |
| Ishares Inc | IEMG | Shares | $280 | 4K |
| Union Pac Corp | UNP | Shares | $278 | 1K |
| Amgen Inc | AMGN | Shares | $270 | 768 |
| Ishares Tr | IJS | Shares | $267 | 2K |
| Spdr Series Trust | SHM | Shares | $264 | 6K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $243 | 374 |
| Nushares Etf Tr | NULV | Shares | $224 | 5K |
| Hilton Worldwide Hldgs Inc | HLT | Shares | $220 | 724 |
| Ishares Tr | ESML | Shares | $217 | 5K |
| Alphabet Inc | GOOG | Shares | $207 | 725 |
| Broadcom Inc | AVGO | Shares | $204 | 661 |
| Spdr Series Trust | SPSB | Shares | $203 | 7K |
| Ishares Tr | AGG | Shares | $201 | 2K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.