Keener Financial Planning LLC

Est. AUM

$237.9M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SPDR SERIES TRUST	STATE STREET SPD	$85.9M	1086692	36.11%	SOLE
2	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$51.4M	802324	21.61%	SOLE
3	ISHARES TR	CORE S&P SCP ETF	$21.3M	171412	8.96%	SOLE
4	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$18.6M	230857	7.82%	SOLE
5	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$14.0M	258279	5.87%	SOLE
6	VANGUARD INDEX FDS	TOTAL STK MKT	$5.8M	18107	2.44%	SOLE
7	SPDR INDEX SHS FDS	STATE STREET SPD	$4.6M	100599	1.93%	SOLE
8	SPDR SERIES TRUST	STATE STREET SPD	$3.4M	59918	1.42%	SOLE
9	EXXON MOBIL CORP	COM	$3.3M	19574	1.40%	SOLE
10	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$2.8M	72736	1.19%	SOLE
11	APPLE INC	COM	$2.7M	10712	1.14%	SOLE
12	MICROSOFT CORP	COM	$1.6M	4268	0.66%	SOLE
13	NVIDIA CORPORATION	COM	$1.3M	7176	0.53%	SOLE
14	VANGUARD INDEX FDS	VALUE ETF	$1.2M	5901	0.49%	SOLE
15	ISHARES TR	CORE S&P500 ETF	$1.1M	1734	0.48%	SOLE
16	SPDR SERIES TRUST	STATE STREET SPD	$1.0M	21467	0.44%	SOLE
17	ISHARES TR	ESG AWR MSCI USA	$985K	6971	0.41%	SOLE
18	ISHARES TR	CORE S&P TTL STK	$914K	6418	0.38%	SOLE
19	VANGUARD MUN BD FDS	TAX EXEMPT BD	$760K	15245	0.32%	SOLE
20	JPMORGAN CHASE & CO	COM	$748K	2544	0.31%	SOLE
21	VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$671K	6706	0.28%	SOLE
22	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$629K	7604	0.26%	SOLE
23	ISHARES TR	CORE MSCI EAFE	$624K	6901	0.26%	SOLE
24	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$609K	7690	0.26%	SOLE
25	ELI LILLY & CO	COM	$590K	642	0.25%	SOLE
26	WALMART INC	COM	$557K	4487	0.23%	SOLE
27	ISHARES TR	ESG AWRE 1 5 YR	$539K	21508	0.23%	SOLE
28	VANGUARD INDEX FDS	S&P 500 ETF SHS	$534K	895	0.22%	SOLE
29	SCHWAB STRATEGIC TR	US TIPS ETF	$531K	19980	0.22%	SOLE
30	SCHWAB STRATEGIC TR	US BRD MKT ETF	$527K	21006	0.22%	SOLE
31	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$500K	6800	0.21%	SOLE
32	ALPHABET INC	CAP STK CL A	$462K	1608	0.19%	SOLE
33	SPDR INDEX SHS FDS	STATE STREET SPD	$457K	9763	0.19%	SOLE
34	ADVANCED MICRO DEVICES INC	COM	$408K	2009	0.17%	SOLE
35	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$400K	836	0.17%	SOLE
36	VANGUARD INDEX FDS	SMALL CP ETF	$396K	1515	0.17%	SOLE
37	DIMENSIONAL ETF TRUST	US TARGETED VLU	$388K	6225	0.16%	SOLE
38	ISHARES TR	ESG ADVANCED UNI	$372K	8552	0.16%	SOLE
39	SPDR SERIES TRUST	STATE STREET SPD	$366K	3744	0.15%	SOLE
40	VANGUARD BD INDEX FDS	SHORT TRM BOND	$350K	4465	0.15%	SOLE
41	NUSHARES ETF TR	NUVEEN ESG INTL	$341K	9451	0.14%	SOLE
42	ISHARES TR	ESG AWRE USD ETF	$311K	13442	0.13%	SOLE
43	ISHARES INC	ESG AWR MSCI EM	$293K	6456	0.12%	SOLE
44	PROSHARES TR	PSHS ULTRA DOW30	$286K	5510	0.12%	SOLE
45	ISHARES TR	ESG AW MSCI EAFE	$282K	2953	0.12%	SOLE
46	ISHARES INC	CORE MSCI EMKT	$280K	4027	0.12%	SOLE
47	UNION PAC CORP	COM	$278K	1147	0.12%	SOLE
48	AMGEN INC	COM	$270K	768	0.11%	SOLE
49	ISHARES TR	SP SMCP600VL ETF	$267K	2257	0.11%	SOLE
50	SPDR SERIES TRUST	STATE STREET SPD	$264K	5528	0.11%	SOLE

1–50 of 58

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.