§ 13F · FUND PROFILE
Keener Financial Planning LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $200.6B (13F)Positions · 219Turnover · — · Q4Filed · Jan 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$424M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPTM | SPDR SERIES TRUST | 1.03M | $84.7B | 36.6% | +5% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 806K | $50.3B | 21.8% | +5% |
| 3 | IJR | ISHARES TR | 166K | $20.0B | 8.6% | +6% |
| 4 | AVLV | AMERICAN CENTY ETF TR | 229K | $17.4B | 7.5% | +8% |
| 5 | VWO | VANGUARD INTL EQUITY INDEX F | 241K | $12.9B | 5.6% | +7% |
| 6 | VTI | VANGUARD INDEX FDS | 15K | $5.0B | 2.2% | ±0% |
| 7 | SPDW | SPDR INDEX SHS FDS | 100K | $4.5B | 1.9% | −3% |
| 8 | SPYV | SPDR SERIES TRUST | 60K | $3.4B | 1.5% | −5% |
| 9 | AAPL | APPLE INC | 11K | $3.1B | 1.3% | +39% |
| 10 | DFAC | DIMENSIONAL ETF TRUST | 73K | $2.9B | 1.2% | +17% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KEENER SIGNAL
AC read
Keener Financial Planning LLC is a Other fund managing $200.6 trillion in assets. The fund runs a broad portfolio of 219 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed