Keener Financial Planning LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 23, 2026, for the 2025 Q4 period, Keener Financial Planning LLC held in its portfolio 54 assets valued at $231,397 (i.e. $231.40K).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($89.73K), VANGUARD TAX-MANAGED FDS ($50.34K), and ISHARES TR ($20.00K).
The chart below shows the top 10 valuable assets, and the table below shows the top 54 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Keener Financial Planning LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 1116549 | 89734 | STATE STREET SPD |
| VANGUARD TAX-MANAGED FDS | 805831 | 50340 | VAN FTSE DEV MKT |
| ISHARES TR | 166379 | 19995 | CORE S&P SCP ETF |
| AMERICAN CENTY ETF TR | 229126 | 17360 | US LARGE CAP VLU |
| VANGUARD INTL EQUITY INDEX F | 240733 | 12941 | FTSE EMR MKT ETF |
| VANGUARD INDEX FDS | 14973 | 5020 | TOTAL STK MKT |
| SPDR INDEX SHS FDS | 100463 | 4461 | PORTFOLIO DEVLPD |
| APPLE INC | 11276 | 3065 | COM |
| DIMENSIONAL ETF TRUST | 72937 | 2887 | US CORE EQUITY 2 |
| EXXON MOBIL CORP | 21723 | 2614 | COM |
| MICROSOFT CORP | 3778 | 1827 | COM |
| NVIDIA CORPORATION | 9147 | 1705 | COM |
| ISHARES TR | 1734 | 1187 | CORE S&P500 ETF |
| VANGUARD INDEX FDS | 5881 | 1123 | VALUE ETF |
| ISHARES TR | 6838 | 1018 | ESG AWR MSCI USA |
| ISHARES TR | 5836 | 867 | CORE S&P TTL STK |
| JPMORGAN CHASE & CO. | 2544 | 819 | COM |
| ELI LILLY & CO | 642 | 689 | COM |
| VANGUARD SCOTTSDALE FDS | 8606 | 686 | SHRT TRM CORP BD |
| VANGUARD SCOTTSDALE FDS | 6706 | 667 | VNG RUS2000IDX |
| VANGUARD MUN BD FDS | 13150 | 661 | TAX EXEMPT BD |
| VANGUARD SCOTTSDALE FDS | 7806 | 653 | INT-TERM CORP |
| ISHARES TR | 6309 | 564 | CORE MSCI EAFE |
| SCHWAB STRATEGIC TR | 21006 | 550 | US BRD MKT ETF |
| VANGUARD INDEX FDS | 840 | 526 | S&P 500 ETF SHS |
| ISHARES TR | 20747 | 523 | ESG AWRE 1 5 YR |
| VANGUARD BD INDEX FDS | 6971 | 516 | TOTAL BND MRKT |
| WALMART INC | 4531 | 504 | COM |
| ALPHABET INC | 1608 | 503 | CAP STK CL A |
| SPDR INDEX SHS FDS | 9763 | 457 | PORTFOLIO EMG MK |
| ADVANCED MICRO DEVICES INC | 2009 | 430 | COM |
| BERKSHIRE HATHAWAY INC DEL | 847 | 425 | CL B NEW |
| VANGUARD INDEX FDS | 1523 | 392 | SMALL CP ETF |
| DIMENSIONAL ETF TRUST | 6225 | 370 | US TARGETED VLU |
| VANGUARD BD INDEX FDS | 4541 | 357 | SHORT TRM BOND |
| NUSHARES ETF TR | 9451 | 342 | NUVEEN ESG INTL |
| ISHARES TR | 7756 | 340 | ESG ADVANCED UNI |
| UNION PAC CORP | 1383 | 319 | COM |
| ISHARES TR | 13416 | 313 | ESG AWRE USD ETF |
| PROSHARES TR | 5510 | 313 | PSHS ULTRA DOW30 |
| ISHARES TR | 3244 | 308 | ESG AW MSCI EAFE |
| ISHARES INC | 4041 | 271 | CORE MSCI EMKT |
| ISHARES INC | 6008 | 265 | ESG AWR MSCI EM |
| ISHARES TR | 2257 | 256 | SP SMCP600VL ETF |
| SPDR S&P 500 ETF TR | 374 | 255 | TR UNIT |
| AMGEN INC | 768 | 251 | COM |
| BROADCOM INC | 661 | 228 | COM |
| ALPHABET INC | 725 | 227 | CAP STK CL C |
| NUSHARES ETF TR | 4964 | 223 | NUVEEN ESG LRGVL |
| GLACIER BANCORP INC NEW | 4945 | 217 | COM |
| EXPEDIA GROUP INC | 750 | 212 | COM NEW |
| HILTON WORLDWIDE HLDGS INC | 724 | 207 | COM |
| ISHARES TR | 2077 | 207 | CORE US AGGBD ET |
| ISHARES TR | 4507 | 207 | ESG AWARE MSCI |
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