Keener Financial Planning LLC — 13F holdings

Keener Financial Planning LLC reported 61 holdings worth $280M in its 13F filing for Q2 2026, filed July 31, 2026.

Largest positions

1. SPTM SPDR SERIES TRUST — $104M (37.1%)
2. VEA VANGUARD TAX-MANAGED FDS — $58.7M (21.0%)
3. IJR ISHARES TR — $26.0M (9.3%)
4. AVLV AMERICAN CENTY ETF TR — $22.4M (8.0%)
5. VWO VANGUARD INTL EQUITY INDEX F — $16.0M (5.7%)
6. VTI VANGUARD INDEX FDS — $7.53M (2.7%)
7. SPDW SPDR INDEX SHS FDS — $4.91M (1.8%)
8. AAPL APPLE INC — $3.27M (1.2%)
9. SPYV SPDR SERIES TRUST — $3.23M (1.2%)
10. DIMENSIONAL ETF TRUST — $3.23M (1.2%)