§ 13F · FUND PROFILE
Keener Financial Planning LLC.
AUM · $280K (13F)Positions · 61Turnover · n/a · Q2Filed · Jul 31, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 31, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPTM | SPDR SERIES TRUST | 1.14M | $104K | 37.1% | +5% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 824K | $59K | 21.0% | +3% |
| 3 | IJR | ISHARES TR | 175K | $26K | 9.3% | +2% |
| 4 | AVLV | AMERICAN CENTY ETF TR | 245K | $22K | 8.0% | +6% |
| 5 | VWO | VANGUARD INTL EQUITY INDEX F | 268K | $16K | 5.7% | +4% |
| 6 | VTI | VANGUARD INDEX FDS | 20K | $8K | 2.7% | +12% |
| 7 | SPDW | SPDR INDEX SHS FDS | 97K | $5K | 1.8% | −3% |
| 8 | AAPL | APPLE INC | 11K | $3K | 1.2% | +6% |
| 9 | SPYV | SPDR SERIES TRUST | 53K | $3K | 1.2% | −11% |
| 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 $280 thousand in assets. The fund runs a portfolio of 61 positions.
Read the full dossier →