Keener Financial Planning LLC Top Holdings and 13F Report (2026) About Keener Financial Planning LLCInvestment ActivityKeener Financial Planning LLC has $279.55 thousand in total holdings as of June 30, 2026.Keener Financial Planning LLC owns shares of 61 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 4.77% of the portfolio was purchased this quarter.About 1.11% of the portfolio was sold this quarter.This quarter, Keener Financial Planning LLC has purchased 58 new stocks and bought additional shares in 29 stocks.Keener Financial Planning LLC sold shares of 12 stocks and completely divested from 2 stocks this quarter.Largest Holdings SPDR Portfolio S&P 1500 Composite Stock Market ETF $103,809Vanguard FTSE Developed Markets ETF $58,714iShares Core S&P Small-Cap ETF $26,003Avantis U.S. Large Cap Value ETF $22,377Vanguard FTSE Emerging Markets ETF $15,997 Largest New Holdings this Quarter 922908611 - Vanguard Small-Cap Value ETF $276 Holding573874104 - Marvell Technology $258 Holding46434G764 - iShares MSCI Emerging Markets ex China ETF $246 Holding316773100 - Fifth Third Bancorp $206 Holding46436E759 - iShares ESG Advanced MSCI EAFE ETF $205 Holding Largest Purchases this Quarter SPDR Portfolio S&P 1500 Composite Stock Market ETF 56,706 shares (about $5.15K)Vanguard FTSE Developed Markets ETF 21,741 shares (about $1.55K)Avantis U.S. Large Cap Value ETF 14,479 shares (about $1.32K)Vanguard Total Stock Market ETF 2,229 shares (about $824.80)iShares Core S&P Small-Cap ETF 3,919 shares (about $581.22) Largest Sales this Quarter Advanced Micro Devices 1,256 shares (about $728.91)Microsoft 1,911 shares (about $712.67)SPDR Portfolio S&P 500 Value ETF 6,725 shares (about $408.74)SPDR Portfolio Developed World ex-US ETF 3,155 shares (about $158.97)WALMART INC 1,023 shares (about $115.77) Sector Allocation Over TimeMap of 500 Largest Holdings ofKeener Financial Planning LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$103,809$5,148 â–²5.2%1,143,39837.1%ETFVEAVanguard FTSE Developed Markets ETF$58,714$1,549 â–²2.7%824,06521.0%ETFIJRiShares Core S&P Small-Cap ETF$26,003$581 â–²2.3%175,3319.3%ETFAVLVAvantis U.S. Large Cap Value ETF$22,377$1,321 â–²6.3%245,3368.0%ETFVWOVanguard FTSE Emerging Markets ETF$15,997$581 â–²3.8%268,0165.7%ETFVTIVanguard Total Stock Market ETF$7,525$825 â–²12.3%20,3362.7%ETFSPDWSPDR Portfolio Developed World ex-US ETF$4,910$159 â–¼-3.1%97,4441.8%ETFAAPLApple$3,270$171 â–²5.5%11,3031.2%TechnologySPYVSPDR Portfolio S&P 500 Value ETF$3,233$409 â–¼-11.2%53,1931.2%ETFDFACDimensional U.S. Core Equity 2 ETF$3,2260.0%72,7361.2%ETFXOMExxonMobil$2,6760.0%19,5741.0%EnergyITOTiShares Core S&P Total U.S. Stock Market ETF$1,603$549 â–²52.1%9,7600.6%ETFNVDANVIDIA$1,449$13 â–²0.9%7,2420.5%TechnologyIVViShares Core S&P 500 ETF$1,333$35 â–²2.7%1,7810.5%ETFVTVVanguard Value ETF$1,2860.0%5,9010.5%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$1,2380.0%21,4670.4%ETFESGUiShares ESG Aware MSCI USA ETF$1,184$43 â–²3.8%7,2360.4%ETFJPMJPMorgan Chase & Co.$930$98 â–²11.8%2,8430.3%FinanceMSFTMicrosoft$879$713 â–¼-44.8%2,3570.3%TechnologyVCSHVanguard Short-Term Corporate Bond ETF$867$260 â–²42.7%10,9750.3%ETFVTEBVanguard Tax-Exempt Bond ETF$824$53 â–²6.9%16,3010.3%ETFVTWOVanguard Russell 2000 ETF$800$14 â–¼-1.7%6,5910.3%ETFLLYEli Lilly and Company$735$35 â–¼-4.5%6130.3%HealthcareIEFAiShares Core MSCI EAFE ETF$700$34 â–²5.1%7,2510.3%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$687$59 â–²9.4%8,3150.2%ETFSCHBSchwab US Broad Market ETF$6080.0%21,0060.2%ETFGOOGLAlphabet$607$33 â–²5.8%1,7010.2%Communication ServicesVOOVanguard S&P 500 ETF$567$47 â–¼-7.6%8270.2%ETFSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$556$19 â–²3.5%22,2590.2%ETFBRK.BBerkshire Hathaway$500$82 â–²19.6%1,0000.2%FinanceBNDVanguard Total Bond Market ETF$4990.0%6,8000.2%ETFSUSCiShares ESG Aware USD Corporate Bond ETF$491$180 â–²58.1%21,2460.2%ETFEUSBiShares ESG Advanced Total USD Bond Market ETF$484$113 â–²30.3%11,1420.2%ETFVBVanguard Small-Cap ETF$463$5 â–²1.0%1,5300.2%ETFSPEMSPDR Portfolio Emerging Markets ETF$457$48 â–¼-9.5%8,8320.2%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$4450.0%3,7440.2%ETFAMDAdvanced Micro Devices$437$729 â–¼-62.5%7530.2%TechnologyDFATDimensional U.S. Targeted Value ETF$4350.0%6,2250.2%ETFESGDiShares ESG Aware MSCI EAFE ETF$408$105 â–²34.7%3,9770.1%ETFWALMART INC$392$116 â–¼-22.8%3,4640.1%COMNUDMNuveen ESG International Developed Markets Equity ETF$3780.0%9,4510.1%ETFESGEiShares ESG Aware MSCI EM ETF$352$0 â–¼-0.1%6,4510.1%ETFIEMGiShares Core MSCI Emerging Markets ETF$350$17 â–²5.1%4,2310.1%ETFBSVVanguard Short-Term Bond ETF$3470.0%4,4650.1%ETFGOOGAlphabet$335$79 â–²31.0%9500.1%Communication ServicesAVGOBroadcom$330$81 â–²32.5%8760.1%TechnologySHMSPDR Nuveen ICE Short Term Municipal Bond ETF$316$52 â–²19.5%6,6070.1%ETFUNPUnion Pacific$3110.0%1,1470.1%IndustrialsIJSiShares S&P Small-Cap 600 Value ETF$3080.0%2,2570.1%ETFNULVNuveen ESG Large-Cap Value ETF$289$43 â–²17.3%5,7960.1%ETFSPYSPDR S&P 500 ETF Trust$2790.0%3740.1%ETFVBRVanguard Small-Cap Value ETF$276$276 â–²New Holding1,1380.1%ETFAMGNAmgen$265$13 â–¼-4.6%7330.1%HealthcareMRVLMarvell Technology$258$258 â–²New Holding8670.1%TechnologyESMLiShares ESG Aware MSCI USA Small-Cap ETF$253$5 â–¼-1.8%4,5380.1%ETFEMXCiShares MSCI Emerging Markets ex China ETF$246$246 â–²New Holding2,4070.1%ETFHLTHilton Worldwide$2390.0%7240.1%Consumer DiscretionarySPSBSPDR Portfolio Short Term Corporate Bond ETF$207$5 â–²2.3%6,9160.1%ETFFITBFifth Third Bancorp$206$206 â–²New Holding3,6670.1%FinanceDMXFiShares ESG Advanced MSCI EAFE ETF$205$205 â–²New Holding2,4300.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$2000.0%2,0280.1%ETFSCHPSchwab U.S. TIPS ETF$0$531 â–¼-100.0%00.0%ETFDDMProShares Ultra Dow30$0$286 â–¼-100.0%00.0%ETFShowing largest 100 holdings. 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