Filed: 5/9/2025ACC: 0001842974-25-000005
📋 What this filing means
KEENER FINANCIAL PLANNING LLC filed this quarterly 13F‑HR report disclosing 184 equity positions with a total reported market value of $153.8K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
184
Positions
$153.8K
Total AUM (reported)
2.48M
Total Shares
Allocation by class
PORTFOLI S&P1500$55.8K36.2%
VAN FTSE DEV MKT$34.1K22.2%
CORE S&P SCP ETF$12.6K8.2%
US LARGE CAP VLU$10.3K6.7%
FTSE EMR MKT ETF$8.5K5.5%
COM$6.9K4.5%
TOTAL STK MKT$3.5K2.3%
Portfolio Concentration
Top 3$102.5K66.6%
4–10$32.1K20.9%
11–25$9.3K6.0%
Rest$10.0K6.5%
Top 3 weight
66.6%
Top 10 weight
87.5%
Voting Authority Distribution
Total shares with voting rights: 2.48M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.48M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole184
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings184
Rows:
SPDR SER TR
SOLEShares819.77K
TypeSH
Market value$55.8K
36.24%
Sole
0.00
Shared
0.00
None
819.77K
VANGUARD TAX-MANAGED FDS
SOLEShares671.85K
TypeSH
Market value$34.1K
22.20%
Sole
0.00
Shared
0.00
None
671.85K
ISHARES TR
SOLEShares120.81K
TypeSH
Market value$12.6K
8.21%
Sole
0.00
Shared
0.00
None
120.81K
AMERICAN CENTY ETF TR
SOLEShares157.59K
TypeSH
Market value$10.3K
6.68%
Sole
0.00
Shared
0.00
None
157.59K
VANGUARD INTL EQUITY INDEX F
SOLEShares187.30K
TypeSH
Market value$8.5K
5.51%
Sole
0.00
Shared
0.00
None
187.30K
VANGUARD INDEX FDS
SOLEShares12.62K
TypeSH
Market value$3.5K
2.25%
Sole
0.00
Shared
0.00
None
12.62K
SPDR SER TR
SOLEShares67.35K
TypeSH
Market value$3.4K
2.24%
Sole
0.00
Shared
0.00
None
67.35K
SPDR INDEX SHS FDS
SOLEShares89.80K
TypeSH
Market value$3.3K
2.12%
Sole
0.00
Shared
0.00
None
89.80K
DIMENSIONAL ETF TRUST
SOLEShares62.58K
TypeSH
Market value$2.1K
1.34%
Sole
0.00
Shared
0.00
None
62.58K
MICROSOFT CORP
SOLEShares2.93K
TypeSH
Market value$1.1K
0.72%
Sole
0.00
Shared
0.00
None
2.93K
APPLE INC
SOLEShares4.37K
TypeSH
Market value$970.00
0.63%
Sole
0.00
Shared
0.00
None
4.37K
ISHARES TR
SOLEShares1.69K
TypeSH
Market value$948.00
0.62%
Sole
0.00
Shared
0.00
None
1.69K
SPDR SER TR
SOLEShares18.76K
TypeSH
Market value$764.00
0.50%
Sole
0.00
Shared
0.00
None
18.76K
VANGUARD INDEX FDS
SOLEShares4.39K
TypeSH
Market value$758.00
0.49%
Sole
0.00
Shared
0.00
None
4.39K
TEXAS INSTRS INC
SOLEShares3.89K
TypeSH
Market value$698.00
0.45%
Sole
0.00
Shared
0.00
None
3.89K
ISHARES TR
SOLEShares5.48K
TypeSH
Market value$667.00
0.43%
Sole
0.00
Shared
0.00
None
5.48K
VANGUARD SCOTTSDALE FDS
SOLEShares7.19K
TypeSH
Market value$567.00
0.37%
Sole
0.00
Shared
0.00
None
7.19K
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.06K
TypeSH
Market value$562.00
0.37%
Sole
0.00
Shared
0.00
None
1.06K
ELI LILLY & CO
SOLEShares664.00
TypeSH
Market value$548.00
0.36%
Sole
0.00
Shared
0.00
None
664.00
VANGUARD SCOTTSDALE FDS
SOLEShares6.62K
TypeSH
Market value$541.00
0.35%
Sole
0.00
Shared
0.00
None
6.62K
ISHARES TR
SOLEShares20.05K
TypeSH
Market value$501.00
0.33%
Sole
0.00
Shared
0.00
None
20.05K
SPDR INDEX SHS FDS
SOLEShares11.95K
TypeSH
Market value$470.00
0.31%
Sole
0.00
Shared
0.00
None
11.95K
SCHWAB STRATEGIC TR
SOLEShares21.01K
TypeSH
Market value$452.00
0.29%
Sole
0.00
Shared
0.00
None
21.01K
HUNTINGTON BANCSHARES INC
SOLEShares28.91K
TypeSH
Market value$434.00
0.28%
Sole
0.00
Shared
0.00
None
28.91K
VANGUARD MUN BD FDS
SOLEShares7.63K
TypeSH
Market value$378.00
0.25%
Sole
0.00
Shared
0.00
None
7.63K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SER TRSOLE | PORTFOLI S&P1500 | 819.77K | SH | $55.8K 36.24% | 0.00 | 0.00 | 819.77K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 671.85K | SH | $34.1K 22.20% | 0.00 | 0.00 | 671.85K |
ISHARES TRSOLE | CORE S&P SCP ETF | 120.81K | SH | $12.6K 8.21% | 0.00 | 0.00 | 120.81K |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 157.59K | SH | $10.3K 6.68% | 0.00 | 0.00 | 157.59K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 187.30K | SH | $8.5K 5.51% | 0.00 | 0.00 | 187.30K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 12.62K | SH | $3.5K 2.25% | 0.00 | 0.00 | 12.62K |
SPDR SER TRSOLE | PRTFLO S&P500 VL | 67.35K | SH | $3.4K 2.24% | 0.00 | 0.00 | 67.35K |
SPDR INDEX SHS FDSSOLE | PORTFOLIO DEVLPD | 89.80K | SH | $3.3K 2.12% | 0.00 | 0.00 | 89.80K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 62.58K | SH | $2.1K 1.34% | 0.00 | 0.00 | 62.58K |
MICROSOFT CORPSOLE | COM | 2.93K | SH | $1.1K 0.72% | 0.00 | 0.00 | 2.93K |
APPLE INCSOLE | COM | 4.37K | SH | $970.00 0.63% | 0.00 | 0.00 | 4.37K |
ISHARES TRSOLE | CORE S&P500 ETF | 1.69K | SH | $948.00 0.62% | 0.00 | 0.00 | 1.69K |
SPDR SER TRSOLE | PORTFOLIO S&P600 | 18.76K | SH | $764.00 0.50% | 0.00 | 0.00 | 18.76K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 4.39K | SH | $758.00 0.49% | 0.00 | 0.00 | 4.39K |
TEXAS INSTRS INCSOLE | COM | 3.89K | SH | $698.00 0.45% | 0.00 | 0.00 | 3.89K |
ISHARES TRSOLE | ESG AWR MSCI USA | 5.48K | SH | $667.00 0.43% | 0.00 | 0.00 | 5.48K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 7.19K | SH | $567.00 0.37% | 0.00 | 0.00 | 7.19K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.06K | SH | $562.00 0.37% | 0.00 | 0.00 | 1.06K |
ELI LILLY & COSOLE | COM | 664.00 | SH | $548.00 0.36% | 0.00 | 0.00 | 664.00 |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 6.62K | SH | $541.00 0.35% | 0.00 | 0.00 | 6.62K |
ISHARES TRSOLE | ESG AWRE 1 5 YR | 20.05K | SH | $501.00 0.33% | 0.00 | 0.00 | 20.05K |
SPDR INDEX SHS FDSSOLE | PORTFOLIO EMG MK | 11.95K | SH | $470.00 0.31% | 0.00 | 0.00 | 11.95K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 21.01K | SH | $452.00 0.29% | 0.00 | 0.00 | 21.01K |
HUNTINGTON BANCSHARES INCSOLE | COM | 28.91K | SH | $434.00 0.28% | 0.00 | 0.00 | 28.91K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 7.63K | SH | $378.00 0.25% | 0.00 | 0.00 | 7.63K |
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