Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Keener Financial Planning LLC (CIK 2004495) reported $237.9M across 58 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPTM ($85.9M, 36.11%), VEA ($51.4M, 21.61%), IJR ($21.3M, 8.96%), AVLV ($18.6M, 7.82%), VWO ($14.0M, 5.87%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPTM | SPDR SERIES TRUST | $85.9M | 36.11% | 1.1M | Added |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $51.4M | 21.61% | 802,324 | Trimmed |
| 3 | IJR | ISHARES TR | $21.3M | 8.96% | 171,412 | Added |
| 4 | AVLV | AMERICAN CENTY ETF TR | $18.6M | 7.82% | 230,857 | Added |
| 5 | VWO | VANGUARD INTL EQUITY INDEX F | $14.0M | 5.87% | 258,279 | Added |
| 6 | VTI | VANGUARD INDEX FDS | $5.8M | 2.44% | 18,107 | Added |
| 7 | SPDW | SPDR INDEX SHS FDS | $4.6M | 1.93% | 100,599 | Added |
| 8 | SPYV | SPDR SERIES TRUST | $3.4M | 1.42% | 59,918 | Trimmed |
| 9 | XOM | EXXON MOBIL CORP | $3.3M | 1.40% | 19,574 | Trimmed |
| 10 | DFAC | DIMENSIONAL ETF TRUST | $2.8M | 1.19% | 72,736 | Trimmed |
| 11 | AAPL | APPLE INC | $2.7M | 1.14% | 10,712 | Trimmed |
| 12 | MSFT | MICROSOFT CORP | $1.6M | 0.66% | 4,268 | Added |
| 13 | NVDA | NVIDIA CORPORATION | $1.3M | 0.53% | 7,176 | Trimmed |
| 14 | VTV | VANGUARD INDEX FDS | $1.2M | 0.49% | 5,901 | Added |
| 15 | IVV | ISHARES TR | $1.1M | 0.48% | 1,734 | Hold |
| 16 | SPSM | SPDR SERIES TRUST | $1.0M | 0.44% | 21,467 | Added |
| 17 | ESGU | ISHARES TR | $985,000 | 0.41% | 6,971 | Added |
| 18 | ITOT | ISHARES TR | $914,000 | 0.38% | 6,418 | Added |
| 19 | VTEB | VANGUARD MUN BD FDS | $760,000 | 0.32% | 15,245 | Added |
| 20 | JPM | JPMORGAN CHASE & CO | $748,000 | 0.31% | 2,544 | Hold |
| 21 | VTWO | VANGUARD SCOTTSDALE FDS | $671,000 | 0.28% | 6,706 | Hold |
| 22 | IEFA | ISHARES TR | $624,000 | 0.26% | 6,901 | Added |
| 23 | VCSH | VANGUARD SCOTTSDALE FDS | $609,000 | 0.26% | 7,690 | Trimmed |
| 24 | VCIT | VANGUARD SCOTTSDALE FDS | $629,000 | 0.26% | 7,604 | Trimmed |
| 25 | LLY | ELI LILLY & CO | $590,000 | 0.25% | 642 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31