Filed: 7/25/2025ACC: 0001907157-25-000035
📋 What this filing means
KEENER FINANCIAL PLANNING LLC filed this quarterly 13F‑HR report disclosing 219 equity positions with a total reported market value of $200.6K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
219
Positions
$200.6K
Total AUM (reported)
2.91M
Total Shares
Allocation by class
PORTFOLI S&P1500$72.5K36.2%
VAN FTSE DEV MKT$43.5K21.7%
CORE S&P SCP ETF$16.6K8.3%
US LARGE CAP VLU$13.6K6.8%
FTSE EMR MKT ETF$10.9K5.5%
COM$10.7K5.3%
TOTAL STK MKT$4.6K2.3%
Portfolio Concentration
Top 3$132.6K66.1%
4–10$40.8K20.4%
11–25$12.1K6.0%
Rest$15.1K7.5%
Top 3 weight
66.1%
Top 10 weight
86.5%
Voting Authority Distribution
Total shares with voting rights: 2.91M
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
2.91M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole219
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings219
Rows:
SPDR SERIES TRUST
SOLEShares968.45K
TypeSH
Market value$72.5K
36.16%
Sole
0.00
Shared
0.00
None
968.45K
VANGUARD TAX-MANAGED FDS
SOLEShares762.98K
TypeSH
Market value$43.5K
21.69%
Sole
0.00
Shared
0.00
None
762.98K
ISHARES TR
SOLEShares151.67K
TypeSH
Market value$16.6K
8.26%
Sole
0.00
Shared
0.00
None
151.67K
AMERICAN CENTY ETF TR
SOLEShares199.44K
TypeSH
Market value$13.6K
6.78%
Sole
0.00
Shared
0.00
None
199.44K
VANGUARD INTL EQUITY INDEX F
SOLEShares221.34K
TypeSH
Market value$10.9K
5.46%
Sole
0.00
Shared
0.00
None
221.34K
VANGUARD INDEX FDS
SOLEShares15.04K
TypeSH
Market value$4.6K
2.28%
Sole
0.00
Shared
0.00
None
15.04K
SPDR INDEX SHS FDS
SOLEShares104.19K
TypeSH
Market value$4.2K
2.10%
Sole
0.00
Shared
0.00
None
104.19K
SPDR SERIES TRUST
SOLEShares72.22K
TypeSH
Market value$3.8K
1.88%
Sole
0.00
Shared
0.00
None
72.22K
DIMENSIONAL ETF TRUST
SOLEShares62.58K
TypeSH
Market value$2.2K
1.12%
Sole
0.00
Shared
0.00
None
62.58K
MICROSOFT CORP
SOLEShares2.93K
TypeSH
Market value$1.5K
0.73%
Sole
0.00
Shared
0.00
None
2.93K
NVIDIA CORPORATION
SOLEShares7.19K
TypeSH
Market value$1.1K
0.57%
Sole
0.00
Shared
0.00
None
7.19K
ISHARES TR
SOLEShares1.69K
TypeSH
Market value$1.0K
0.52%
Sole
0.00
Shared
0.00
None
1.69K
APPLE INC
SOLEShares5.09K
TypeSH
Market value$1.0K
0.52%
Sole
0.00
Shared
0.00
None
5.09K
VANGUARD INDEX FDS
SOLEShares5.81K
TypeSH
Market value$1.0K
0.51%
Sole
0.00
Shared
0.00
None
5.81K
SPDR SERIES TRUST
SOLEShares21.42K
TypeSH
Market value$912.00
0.45%
Sole
0.00
Shared
0.00
None
21.42K
TEXAS INSTRS INC
SOLEShares4.39K
TypeSH
Market value$910.00
0.45%
Sole
0.00
Shared
0.00
None
4.39K
VANGUARD MUN BD FDS
SOLEShares17.44K
TypeSH
Market value$855.00
0.43%
Sole
0.00
Shared
0.00
None
17.44K
VANGUARD SCOTTSDALE FDS
SOLEShares10.11K
TypeSH
Market value$838.00
0.42%
Sole
0.00
Shared
0.00
None
10.11K
ISHARES TR
SOLEShares5.84K
TypeSH
Market value$788.00
0.39%
Sole
0.00
Shared
0.00
None
5.84K
ISHARES TR
SOLEShares5.60K
TypeSH
Market value$758.00
0.38%
Sole
0.00
Shared
0.00
None
5.60K
VANGUARD SCOTTSDALE FDS
SOLEShares7.51K
TypeSH
Market value$597.00
0.30%
Sole
0.00
Shared
0.00
None
7.51K
VANGUARD SCOTTSDALE FDS
SOLEShares6.81K
TypeSH
Market value$594.00
0.30%
Sole
0.00
Shared
0.00
None
6.81K
VANGUARD BD INDEX FDS
SOLEShares7.09K
TypeSH
Market value$522.00
0.26%
Sole
0.00
Shared
0.00
None
7.09K
ELI LILLY & CO
SOLEShares664.00
TypeSH
Market value$517.00
0.26%
Sole
0.00
Shared
0.00
None
664.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.06K
TypeSH
Market value$512.00
0.26%
Sole
0.00
Shared
0.00
None
1.06K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | PORTFOLI S&P1500 | 968.45K | SH | $72.5K 36.16% | 0.00 | 0.00 | 968.45K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 762.98K | SH | $43.5K 21.69% | 0.00 | 0.00 | 762.98K |
ISHARES TRSOLE | CORE S&P SCP ETF | 151.67K | SH | $16.6K 8.26% | 0.00 | 0.00 | 151.67K |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 199.44K | SH | $13.6K 6.78% | 0.00 | 0.00 | 199.44K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 221.34K | SH | $10.9K 5.46% | 0.00 | 0.00 | 221.34K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 15.04K | SH | $4.6K 2.28% | 0.00 | 0.00 | 15.04K |
SPDR INDEX SHS FDSSOLE | PORTFOLIO DEVLPD | 104.19K | SH | $4.2K 2.10% | 0.00 | 0.00 | 104.19K |
SPDR SERIES TRUSTSOLE | PRTFLO S&P500 VL | 72.22K | SH | $3.8K 1.88% | 0.00 | 0.00 | 72.22K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 62.58K | SH | $2.2K 1.12% | 0.00 | 0.00 | 62.58K |
MICROSOFT CORPSOLE | COM | 2.93K | SH | $1.5K 0.73% | 0.00 | 0.00 | 2.93K |
NVIDIA CORPORATIONSOLE | COM | 7.19K | SH | $1.1K 0.57% | 0.00 | 0.00 | 7.19K |
ISHARES TRSOLE | CORE S&P500 ETF | 1.69K | SH | $1.0K 0.52% | 0.00 | 0.00 | 1.69K |
APPLE INCSOLE | COM | 5.09K | SH | $1.0K 0.52% | 0.00 | 0.00 | 5.09K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 5.81K | SH | $1.0K 0.51% | 0.00 | 0.00 | 5.81K |
SPDR SERIES TRUSTSOLE | PORTFOLIO S&P600 | 21.42K | SH | $912.00 0.45% | 0.00 | 0.00 | 21.42K |
TEXAS INSTRS INCSOLE | COM | 4.39K | SH | $910.00 0.45% | 0.00 | 0.00 | 4.39K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 17.44K | SH | $855.00 0.43% | 0.00 | 0.00 | 17.44K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 10.11K | SH | $838.00 0.42% | 0.00 | 0.00 | 10.11K |
ISHARES TRSOLE | CORE S&P TTL STK | 5.84K | SH | $788.00 0.39% | 0.00 | 0.00 | 5.84K |
ISHARES TRSOLE | ESG AWR MSCI USA | 5.60K | SH | $758.00 0.38% | 0.00 | 0.00 | 5.60K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 7.51K | SH | $597.00 0.30% | 0.00 | 0.00 | 7.51K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS2000IDX | 6.81K | SH | $594.00 0.30% | 0.00 | 0.00 | 6.81K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 7.09K | SH | $522.00 0.26% | 0.00 | 0.00 | 7.09K |
ELI LILLY & COSOLE | COM | 664.00 | SH | $517.00 0.26% | 0.00 | 0.00 | 664.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.06K | SH | $512.00 0.26% | 0.00 | 0.00 | 1.06K |
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