Filed: 11/7/2025ACC: 0002004495-25-000002
📋 What this filing means
KEENER FINANCIAL PLANNING LLC filed this quarterly 13F‑HR report disclosing 227 equity positions with a total reported market value of $215.6K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
227
Positions
$215.6K
Total AUM (reported)
2.91M
Total Shares
Allocation by class
PORTFOLI S&P1500$78.7K36.5%
VAN FTSE DEV MKT$46.1K21.4%
CORE S&P SCP ETF$18.7K8.7%
US LARGE CAP VLU$15.4K7.1%
FTSE EMR MKT ETF$12.2K5.7%
COM$10.8K5.0%
TOTAL STK MKT$4.9K2.3%
Portfolio Concentration
Top 3$143.5K66.6%
4–10$44.9K20.8%
11–25$12.6K5.9%
Rest$14.5K6.7%
Top 3 weight
66.6%
Top 10 weight
87.4%
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)
Sole227
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings227
Rows:
SPDR SERIES TRUST
SOLEShares975.90K
TypeSH
Market value$78.7K
36.51%
Sole
0.00
Shared
0.00
None
975.90K
VANGUARD TAX-MANAGED FDS
SOLEShares769.11K
TypeSH
Market value$46.1K
21.38%
Sole
0.00
Shared
0.00
None
769.11K
ISHARES TR
SOLEShares157.65K
TypeSH
Market value$18.7K
8.69%
Sole
0.00
Shared
0.00
None
157.65K
AMERICAN CENTY ETF TR
SOLEShares212.83K
TypeSH
Market value$15.4K
7.13%
Sole
0.00
Shared
0.00
None
212.83K
VANGUARD INTL EQUITY INDEX F
SOLEShares225.24K
TypeSH
Market value$12.2K
5.66%
Sole
0.00
Shared
0.00
None
225.24K
VANGUARD INDEX FDS
SOLEShares15.04K
TypeSH
Market value$4.9K
2.29%
Sole
0.00
Shared
0.00
None
15.04K
SPDR INDEX SHS FDS
SOLEShares104K
TypeSH
Market value$4.4K
2.06%
Sole
0.00
Shared
0.00
None
104K
SPDR SERIES TRUST
SOLEShares63.45K
TypeSH
Market value$3.5K
1.63%
Sole
0.00
Shared
0.00
None
63.45K
DIMENSIONAL ETF TRUST
SOLEShares62.58K
TypeSH
Market value$2.4K
1.12%
Sole
0.00
Shared
0.00
None
62.58K
APPLE INC
SOLEShares8.09K
TypeSH
Market value$2.1K
0.96%
Sole
0.00
Shared
0.00
None
8.09K
MICROSOFT CORP
SOLEShares3K
TypeSH
Market value$1.6K
0.72%
Sole
0.00
Shared
0.00
None
3K
NVIDIA CORPORATION
SOLEShares7.19K
TypeSH
Market value$1.3K
0.62%
Sole
0.00
Shared
0.00
None
7.19K
ISHARES TR
SOLEShares1.69K
TypeSH
Market value$1.1K
0.52%
Sole
0.00
Shared
0.00
None
1.69K
VANGUARD INDEX FDS
SOLEShares5.81K
TypeSH
Market value$1.1K
0.50%
Sole
0.00
Shared
0.00
None
5.81K
SPDR SERIES TRUST
SOLEShares21.42K
TypeSH
Market value$992.00
0.46%
Sole
0.00
Shared
0.00
None
21.42K
VANGUARD MUN BD FDS
SOLEShares17.70K
TypeSH
Market value$885.00
0.41%
Sole
0.00
Shared
0.00
None
17.70K
ISHARES TR
SOLEShares5.84K
TypeSH
Market value$850.00
0.39%
Sole
0.00
Shared
0.00
None
5.84K
ISHARES TR
SOLEShares5.26K
TypeSH
Market value$766.00
0.36%
Sole
0.00
Shared
0.00
None
5.26K
VANGUARD SCOTTSDALE FDS
SOLEShares8.03K
TypeSH
Market value$675.00
0.31%
Sole
0.00
Shared
0.00
None
8.03K
VANGUARD SCOTTSDALE FDS
SOLEShares6.71K
TypeSH
Market value$655.00
0.30%
Sole
0.00
Shared
0.00
None
6.71K
VANGUARD SCOTTSDALE FDS
SOLEShares7.89K
TypeSH
Market value$630.00
0.29%
Sole
0.00
Shared
0.00
None
7.89K
SCHWAB STRATEGIC TR
SOLEShares21.15K
TypeSH
Market value$543.00
0.25%
Sole
0.00
Shared
0.00
None
21.15K
VANGUARD BD INDEX FDS
SOLEShares6.97K
TypeSH
Market value$518.00
0.24%
Sole
0.00
Shared
0.00
None
6.97K
SPDR INDEX SHS FDS
SOLEShares10.96K
TypeSH
Market value$512.00
0.24%
Sole
0.00
Shared
0.00
None
10.96K
ISHARES TR
SOLEShares20.05K
TypeSH
Market value$507.00
0.24%
Sole
0.00
Shared
0.00
None
20.05K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | PORTFOLI S&P1500 | 975.90K | SH | $78.7K 36.51% | 0.00 | 0.00 | 975.90K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 769.11K | SH | $46.1K 21.38% | 0.00 | 0.00 | 769.11K |
ISHARES TRSOLE | CORE S&P SCP ETF | 157.65K | SH | $18.7K 8.69% | 0.00 | 0.00 | 157.65K |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 212.83K | SH | $15.4K 7.13% | 0.00 | 0.00 | 212.83K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 225.24K | SH | $12.2K 5.66% | 0.00 | 0.00 | 225.24K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 15.04K | SH | $4.9K 2.29% | 0.00 | 0.00 | 15.04K |
SPDR INDEX SHS FDSSOLE | PORTFOLIO DEVLPD | 104K | SH | $4.4K 2.06% | 0.00 | 0.00 | 104K |
SPDR SERIES TRUSTSOLE | PRTFLO S&P500 VL | 63.45K | SH | $3.5K 1.63% | 0.00 | 0.00 | 63.45K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 62.58K | SH | $2.4K 1.12% | 0.00 | 0.00 | 62.58K |
APPLE INCSOLE | COM | 8.09K | SH | $2.1K 0.96% | 0.00 | 0.00 | 8.09K |
MICROSOFT CORPSOLE | COM | 3K | SH | $1.6K 0.72% | 0.00 | 0.00 | 3K |
NVIDIA CORPORATIONSOLE | COM | 7.19K | SH | $1.3K 0.62% | 0.00 | 0.00 | 7.19K |
ISHARES TRSOLE | CORE S&P500 ETF | 1.69K | SH | $1.1K 0.52% | 0.00 | 0.00 | 1.69K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 5.81K | SH | $1.1K 0.50% | 0.00 | 0.00 | 5.81K |
SPDR SERIES TRUSTSOLE | PORTFOLIO S&P600 | 21.42K | SH | $992.00 0.46% | 0.00 | 0.00 | 21.42K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 17.70K | SH | $885.00 0.41% | 0.00 | 0.00 | 17.70K |
ISHARES TRSOLE | CORE S&P TTL STK | 5.84K | SH | $850.00 0.39% | 0.00 | 0.00 | 5.84K |
ISHARES TRSOLE | ESG AWR MSCI USA | 5.26K | SH | $766.00 0.36% | 0.00 | 0.00 | 5.26K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 8.03K | SH | $675.00 0.31% | 0.00 | 0.00 | 8.03K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS2000IDX | 6.71K | SH | $655.00 0.30% | 0.00 | 0.00 | 6.71K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 7.89K | SH | $630.00 0.29% | 0.00 | 0.00 | 7.89K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 21.15K | SH | $543.00 0.25% | 0.00 | 0.00 | 21.15K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 6.97K | SH | $518.00 0.24% | 0.00 | 0.00 | 6.97K |
SPDR INDEX SHS FDSSOLE | PORTFOLIO EMG MK | 10.96K | SH | $512.00 0.24% | 0.00 | 0.00 | 10.96K |
ISHARES TRSOLE | ESG AWRE 1 5 YR | 20.05K | SH | $507.00 0.24% | 0.00 | 0.00 | 20.05K |
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