Keener Financial Planning LLC
Q3 2025 13F Holdings
- Locationkeller, TX
- Num holdings
227
- Value ($000)
$216
- Date Filed11/07/2025
- Form type13F-HR
- CIK0002004495
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUST | PORTFOLI S&P1500 | 78464A805 | $78.71 K | 37 % | 975,898 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $46.09 K | 21 % | 769,114 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $18.73 K | 9 % | 157,648 | ||
AVLV AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | $15.38 K | 7 % | 212,828 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $12.20 K | 6 % | 225,243 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $4.94 K | 2 % | 15,044 | ||
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $4.45 K | 2 % | 103,996 | ||
SPYV SPDR SERIES TRUST | PRTFLO S&P500 VL | 78464A508 | $3.51 K | 2 % | 63,445 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $2.41 K | 1 % | 62,582 | ||
AAPL APPLE INC | COM | 037833100 | $2.06 K | 1 % | 8,089 |
Rows Per Page
10
- 10
- 50
- 100