Keener Financial Planning LLC Top Holdings and 13F Report (2026) About Keener Financial Planning LLCInvestment ActivityKeener Financial Planning LLC has $237.92 thousand in total holdings as of March 31, 2026.Keener Financial Planning LLC owns shares of 58 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 3.70% of the portfolio was purchased this quarter.About 0.73% of the portfolio was sold this quarter.This quarter, Keener Financial Planning LLC has purchased 58 new stocks and bought additional shares in 20 stocks.Keener Financial Planning LLC sold shares of 18 stocks and completely divested from 2 stocks this quarter.Largest Holdings SPDR Portfolio S&P 1500 Composite Stock Market ETF $85,913Vanguard FTSE Developed Markets ETF $51,412iShares Core S&P Small-Cap ETF $21,308Avantis U.S. Large Cap Value ETF $18,609Vanguard FTSE Emerging Markets ETF $13,959 Largest New Holdings this Quarter 808524870 - Schwab U.S. TIPS ETF $531 Holding78464A474 - SPDR Portfolio Short Term Corporate Bond ETF $203 Holding Largest Purchases this Quarter SPDR Portfolio S&P 1500 Composite Stock Market ETF 60,084 shares (about $4.75K)Vanguard Total Stock Market ETF 3,134 shares (about $1.01K)Vanguard FTSE Emerging Markets ETF 17,546 shares (about $948.29)iShares Core S&P Small-Cap ETF 5,033 shares (about $625.65)Schwab U.S. TIPS ETF 19,980 shares (about $531.00) Largest Sales this Quarter ExxonMobil 2,149 shares (about $364.50)NVIDIA 1,971 shares (about $343.61)Vanguard FTSE Developed Markets ETF 3,507 shares (about $224.72)Apple 564 shares (about $143.11)Vanguard Short-Term Corporate Bond ETF 916 shares (about $72.54) 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$85,913$4,750 ▲5.9%1,086,69236.1%ETFVEAVanguard FTSE Developed Markets ETF$51,412$225 ▼-0.4%802,32421.6%ETFIJRiShares Core S&P Small-Cap ETF$21,308$626 ▲3.0%171,4129.0%ETFAVLVAvantis U.S. Large Cap Value ETF$18,609$140 ▲0.8%230,8577.8%ETFVWOVanguard FTSE Emerging Markets ETF$13,959$948 ▲7.3%258,2795.9%ETFVTIVanguard Total Stock Market ETF$5,808$1,005 ▲20.9%18,1072.4%ETFSPDWSPDR Portfolio Developed World ex-US ETF$4,592$6 ▲0.1%100,5991.9%ETFSPYVSPDR Portfolio S&P 500 Value ETF$3,390$5 ▼-0.2%59,9181.4%ETFXOMExxonMobil$3,320$364 ▼-9.9%19,5741.4%EnergyDFACDimensional U.S. Core Equity 2 ETF$2,826$8 ▼-0.3%72,7361.2%ETFAAPLApple$2,718$143 ▼-5.0%10,7121.1%Computer and TechnologyMSFTMicrosoft$1,579$181 ▲13.0%4,2680.7%Computer and TechnologyNVDANVIDIA$1,251$344 ▼-21.5%7,1760.5%Computer and TechnologyVTVVanguard Value ETF$1,157$4 ▲0.3%5,9010.5%ETFIVViShares Core S&P 500 ETF$1,1320.0%1,7340.5%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$1,037$2 ▲0.2%21,4670.4%ETFESGUiShares ESG Aware MSCI USA ETF$985$19 ▲1.9%6,9710.4%ManufacturingITOTiShares Core S&P Total U.S. Stock Market ETF$914$83 ▲10.0%6,4180.4%ETFVTEBVanguard Tax-Exempt Bond ETF$760$104 ▲15.9%15,2450.3%ETFJPMJPMorgan Chase & Co.$7480.0%2,5440.3%FinanceVTWOVanguard Russell 2000 ETF$6710.0%6,7060.3%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$629$17 ▼-2.6%7,6040.3%ETFIEFAiShares Core MSCI EAFE ETF$624$54 ▲9.4%6,9010.3%ETFVCSHVanguard Short-Term Corporate Bond ETF$609$73 ▼-10.6%7,6900.3%ETFLLYEli Lilly and Company$5900.0%6420.2%MedicalWALMART INC$557$5 ▼-1.0%4,4870.2%COMSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$539$19 ▲3.7%21,5080.2%ManufacturingVOOVanguard S&P 500 ETF$534$33 ▲6.5%8950.2%ETFSCHPSchwab U.S. TIPS ETF$531$531 ▲New Holding19,9800.2%ETFSCHBSchwab US Broad Market ETF$5270.0%21,0060.2%ETFBNDVanguard Total Bond Market ETF$500$13 ▼-2.5%6,8000.2%ETFGOOGLAlphabet$4620.0%1,6080.2%Computer and TechnologySPEMSPDR Portfolio Emerging Markets ETF$4570.0%9,7630.2%ETFAMDAdvanced Micro Devices$4080.0%2,0090.2%Computer and TechnologyBRK.BBerkshire Hathaway$400$5 ▼-1.3%8360.2%FinanceVBVanguard Small-Cap ETF$396$2 ▼-0.5%1,5150.2%ETFDFATDimensional U.S. Targeted Value ETF$3880.0%6,2250.2%ETFEUSBiShares ESG Advanced Total USD Bond Market ETF$372$35 ▲10.3%8,5520.2%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$3660.0%3,7440.2%ETFBSVVanguard Short-Term Bond ETF$350$6 ▼-1.7%4,4650.1%ETFNUDMNuveen ESG International Developed Markets Equity ETF$3410.0%9,4510.1%ETFSUSCiShares ESG Aware USD Corporate Bond ETF$311$1 ▲0.2%13,4420.1%ManufacturingESGEiShares ESG Aware MSCI EM ETF$293$20 ▲7.5%6,4560.1%ManufacturingDDMProShares Ultra Dow30$2860.0%5,5100.1%ETFESGDiShares ESG Aware MSCI EAFE ETF$282$28 ▼-9.0%2,9530.1%ManufacturingIEMGiShares Core MSCI Emerging Markets ETF$280$1 ▼-0.3%4,0270.1%ETFUNPUnion Pacific$278$57 ▼-17.1%1,1470.1%TransportationAMGNAmgen$2700.0%7680.1%MedicalIJSiShares S&P Small-Cap 600 Value ETF$2670.0%2,2570.1%ETFSHMSPDR Nuveen ICE Short Term Municipal Bond ETF$264$36 ▲15.9%5,5280.1%FinanceSPYSPDR S&P 500 ETF Trust$2430.0%3740.1%FinanceNULVNuveen ESG Large-Cap Value ETF$224$1 ▼-0.4%4,9430.1%ETFHLTHilton Worldwide$2200.0%7240.1%Consumer DiscretionaryESMLiShares ESG Aware MSCI USA Small-Cap ETF$217$5 ▲2.6%4,6220.1%ETFGOOGAlphabet$2070.0%7250.1%Computer and TechnologyAVGOBroadcom$2040.0%6610.1%Computer and TechnologySPSBSPDR Portfolio Short Term Corporate Bond ETF$203$203 ▲New Holding6,7600.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$201$5 ▼-2.4%2,0280.1%FinanceGLACIER BANCORP INC NEW$0$217 ▼-100.0%00.0%COMEXPEExpedia Group$0$212 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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