Keener Financial Planning LLC
CIK 0002004495 · KELLER, TX · Quarter end: 2026-06-30 · Filed on: 2026-07-31 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$279.6K
2026 Q2
Positions
61
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
89.1%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
SPTM
SPDR SERIES TRUST
37.1%
VEA
VANGUARD TAX-MANAGED FDS
21.0%
IJR
ISHARES TR
9.3%
AVLV
AMERICAN CENTY ETF TR
8.0%
VWO
VANGUARD INTL EQUITY INDEX F
5.7%
VTI
VANGUARD INDEX FDS
2.7%
SPDW
SPDR INDEX SHS FDS
1.8%
AAPL
APPLE INC
1.2%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.