§ 13F · FUND PROFILE
Keener Financial Planning LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $216K (13F)Positions · 227Turnover · — · Q1Filed · May 1, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 1, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPTM | SPDR SERIES TRUST | 1.09M | $86K | 36.1% | +6% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 802K | $51K | 21.6% | ±0% |
| 3 | IJR | ISHARES TR | 171K | $21K | 9.0% | +3% |
| 4 | AVLV | AMERICAN CENTY ETF TR | 231K | $19K | 7.8% | +1% |
| 5 | VWO | VANGUARD INTL EQUITY INDEX F | 258K | $14K | 5.9% | +7% |
| 6 | VTI | VANGUARD INDEX FDS | 18K | $6K | 2.4% | +21% |
| 7 | SPDW | SPDR INDEX SHS FDS | 101K | $5K | 1.9% | ±0% |
| 8 | SPYV | SPDR SERIES TRUST | 60K | $3K | 1.4% | ±0% |
| 9 | XOM | EXXON MOBIL CORP | 20K | $3K | 1.4% | −10% |
| 10 | DFAC | DIMENSIONAL ETF TRUST | 73K | $3K | 1.2% | ±0% |
§ 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 $216 thousand in assets. The fund runs a broad portfolio of 227 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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