13F-HR filed by Keener Financial Planning LLC
Keener Financial Planning LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-01, with 58 holding rows worth $237,919,000.
- Accession
- 0002004495-26-000002
- Filer
- CIK 2004495
- Filed
- 2026-05-01
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 58 entries on the cover page, a total value of $237,919,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $237,919,000 with VALUE read as thousands, detected and multiplied, 13F file number 028-23538. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| SPDR Portfolio S&P 1500 Composite Stock Market ETF | 78464A805 | SHS | 1,086,692 | $85,913,000 | thousands, detected and multiplied | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 802,324 | $51,412,000 | thousands, detected and multiplied | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 171,412 | $21,308,000 | thousands, detected and multiplied | |
| Avantis US Large Cap Value ETF | 025072349 | SHS | 230,857 | $18,609,000 | thousands, detected and multiplied | |
| VWO | 922042858 | SHS | 258,279 | $13,959,000 | thousands, detected and multiplied | |
| VTI | 922908769 | COM | 18,107 | $5,808,000 | thousands, detected and multiplied | |
| SPDW | 78463X889 | COM | 100,599 | $4,592,000 | thousands, detected and multiplied | |
| SPDR SER TR | 78464A508 | PRTFLO S&P500 VL | 59,918 | $3,390,000 | thousands, detected and multiplied | |
| EXXON MOBIL CORP | 30231G102 | COM | 19,574 | $3,320,000 | thousands, detected and multiplied | |
| DIMENSIONAL ETF TRUST | 25434V708 | US CORE EQUITY 2 | 72,736 | $2,826,000 | thousands, detected and multiplied | |
| Apple Inc | 037833100 | COM | 10,712 | $2,718,000 | thousands, detected and multiplied | |
| Microsoft Corp | 594918104 | COM | 4,268 | $1,579,000 | thousands, detected and multiplied | |
| NVIDIA Corp | 67066G104 | COM | 7,176 | $1,251,000 | thousands, detected and multiplied | |
| Vanguard Value ETF | 922908744 | SHS | 5,901 | $1,157,000 | thousands, detected and multiplied | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 1,734 | $1,132,000 | thousands, detected and multiplied | |
| SPDR Portfolio S&P 600 Small Cap ETF | 78468R853 | SHS | 21,467 | $1,037,000 | thousands, detected and multiplied | |
| ISHARES TR | 46435G425 | COM | 6,971 | $985,000 | thousands, detected and multiplied | |
| iShares Core S&P Total U.S. Stock Market ETF | 464287150 | SHS | 6,418 | $914,000 | thousands, detected and multiplied | |
| VANGUARD TAX-EXEMPT BOND ETF | 922907746 | ETF | 15,245 | $760,000 | thousands, detected and multiplied | |
| JPMorgan Chase & Co | 46625H100 | COM | 2,544 | $748,000 | thousands, detected and multiplied | |
| VANGUARDRUSSELL2000ETF | 92206C664 | STOK | 6,706 | $671,000 | thousands, detected and multiplied | |
| Vanguard Intermediate-Term Corporate Bond ETF | 92206C870 | SHS | 7,604 | $629,000 | thousands, detected and multiplied | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 6,901 | $624,000 | thousands, detected and multiplied | |
| VANGUARD SCOTTSDALE FDS | 92206C409 | COM | 7,690 | $609,000 | thousands, detected and multiplied | |
| Eli Lilly and Company | 532457108 | COM | 642 | $590,000 | thousands, detected and multiplied | |
| Walmart Inc. | 931142103 | COM | 4,487 | $557,000 | thousands, detected and multiplied | |
| ISHARES TR | 46435G243 | COM | 21,508 | $539,000 | thousands, detected and multiplied | |
| Vanguard S&P 500 ETF | 922908363 | COM | 895 | $534,000 | thousands, detected and multiplied | |
| Schwab US TIPS ETF | 808524870 | SHS | 19,980 | $531,000 | thousands, detected and multiplied | |
| Schwab U.S. Broad Market ETF | 808524102 | SHS | 21,006 | $527,000 | thousands, detected and multiplied | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 6,800 | $500,000 | thousands, detected and multiplied | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 1,608 | $462,000 | thousands, detected and multiplied | |
| SPDR Portfolio Emerging Markets ETF | 78463X509 | SHS | 9,763 | $457,000 | thousands, detected and multiplied | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 2,009 | $408,000 | thousands, detected and multiplied | |
| Berkshire Hathaway Inc | 084670702 | COM | 836 | $400,000 | thousands, detected and multiplied | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 1,515 | $396,000 | thousands, detected and multiplied | |
| DIMENSIONAL ETF TRUST | 25434V609 | US TARGETED VLU | 6,225 | $388,000 | thousands, detected and multiplied | |
| ISHARES ESG ADVANCED UNIVERSAL USD BOND ETF | 46436E619 | COM | 8,552 | $372,000 | thousands, detected and multiplied | |
| SPDR Portfolio S&P 500 Growth ETF | 78464A409 | SHS | 3,744 | $366,000 | thousands, detected and multiplied | |
| Vanguard Short-Term Bond ETF | 921937827 | SHS | 4,465 | $350,000 | thousands, detected and multiplied | |
| NUSHARES ETF TR | 67092P805 | NUVEEN ESG INTL | 9,451 | $341,000 | thousands, detected and multiplied | |
| ISHARES ESG AWARE USD CORPORATE BOND ETF | 46435G193 | ETF | 13,442 | $311,000 | thousands, detected and multiplied | |
| ISHARES INC | 46434G863 | COM | 6,456 | $293,000 | thousands, detected and multiplied | |
| PROSHARES TR PSHS ULTRA DOW30 | 74347r305 | INDX FD | 5,510 | $286,000 | thousands, detected and multiplied | |
| ISHARES TR | 46435G516 | COM | 2,953 | $282,000 | thousands, detected and multiplied | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 4,027 | $280,000 | thousands, detected and multiplied | |
| Union Pacific Corporation | 907818108 | COM | 1,147 | $278,000 | thousands, detected and multiplied | |
| Amgen Inc. | 031162100 | COM | 768 | $270,000 | thousands, detected and multiplied | |
| iShares S&P Small-Cap 600 Value ETF | 464287879 | SHS | 2,257 | $267,000 | thousands, detected and multiplied | |
| SPDR SERIES TRUST | 78468R739 | ST NUVE TERM ETF | 5,528 | $264,000 | thousands, detected and multiplied | |
| SPY | 78462F103 | SHS | 374 | $243,000 | thousands, detected and multiplied | |
| NUSHARES ETF TR | 67092P300 | NUVEEN ESG LRGVL | 4,943 | $224,000 | thousands, detected and multiplied | |
| HILTON WORLDWIDE HLDGS INC COM | 43300A203 | Stock | 724 | $220,000 | thousands, detected and multiplied | |
| iShares ESG Aware MSCI USA Small-Cap ETF | 46435U663 | SHS | 4,622 | $217,000 | thousands, detected and multiplied | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 725 | $207,000 | thousands, detected and multiplied | |
| Broadcom Inc. | 11135F101 | COM | 661 | $204,000 | thousands, detected and multiplied | |
| SPDR SERIES TRUST | 78464A474 | ST SHOR CORP ETF | 6,760 | $203,000 | thousands, detected and multiplied | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 2,028 | $201,000 | thousands, detected and multiplied |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002004495-26-000002 | this filing | 2026-05-01 | acceptance time not in the bulk data set |