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CIK: 0002004495
Total reported value
$279.6M
$279.6M
219 檔
56.2%
As reported in its official Q2 2025 Form 13F filing, Keener Financial Planning LLC's tracked investment portfolio stood at $279.6M with 219 total positions.
During Q2 2025, Keener Financial Planning LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 219 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 36.16% | +1.02% | +18.14% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 21.69% | -0.61% | +13.56% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 8.26% | +0.34% | +25.54% | |
| 4 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 6.78% | +0.18% | +26.55% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.46% | -0.15% | +18.17% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.28% | +0.25% | +19.18% | |
| 7 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 2.10% | -0.17% | +16.03% | |
| 8 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.88% | -0.26% | +7.24% | |
| 9 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.12% | -0.04% | — | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 0.73% | -0.35% | — | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 0.57% | -0.01% | +125.39% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.52% | — | — | |
| 13 | AAPL | Apple Inc | Stock-Tech | 0.52% | +0.03% | +16.58% | |
| 14 | VTV | Vanguard Value ETF | ETF-Other | 0.51% | -0.03% | +32.36% | |
| 15 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.45% | — | +14.16% | |
| 16 | TXN | Texas Instruments Inc | Stock-Tech | 0.45% | — | +12.87% | |
| 17 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.43% | -0.03% | +128.67% | |
| 18 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.42% | -0.01% | +52.74% | |
| 19 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.39% | +0.19% | +317.16% | |
| 20 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.38% | +0.01% | +2.26% | |
| 21 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.30% | +0.05% | +4.48% | |
| 22 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.30% | +0.01% | +57.51% | |
| 23 | BND | Vanguard Total Bond Market | ETF-Other | 0.26% | -0.03% | +59.68% | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.26% | +0.01% | — | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.26% | +0.01% | — | |
| 26 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 0.25% | -0.03% | — | |
| 27 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.25% | — | — | |
| 28 | HBAN | Huntington Bancshares Inc | Stock-Financials | 0.24% | — | — | |
| 29 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.23% | -0.03% | -8.03% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.23% | +0.02% | +23.40% | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 0.22% | -0.09% | +1377.05% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.19% | +0.03% | — | |
| 33 | VB | Vanguard Small-cap ETF | ETF-Other | 0.18% | — | — | |
| 34 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.18% | +0.01% | — | |
| 35 | NUDM | Nuveen Esg Intl Devel Mrk Eq | ETF-Other | 0.17% | — | — | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.16% | -0.02% | +97.96% | |
| 37 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.15% | -0.01% | +30.86% | |
| 38 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.14% | +0.01% | +18.66% | |
| 39 | AMGN | Amgen Inc | Stock-Healthcare | 0.14% | -0.02% | +2272.09% | |
| 40 | DFAT | Dimensional US Target Value | ETF-Other | 0.14% | — | — | |
| 41 | AMD | Advanced Micro Devices | Stock-Tech | 0.14% | -0.01% | — | |
| 42 | DDM | Proshares Ultra Dow30 | ETF-Other | 0.13% | -0.12% | EXIT | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.12% | — | +16.76% | |
| 44 | AVGO | Broadcom Inc | Stock-Tech | 0.12% | +0.03% | — | |
| 45 | UNP | Union Pacific CORP | Stock-Industrials | 0.12% | -0.01% | +18.90% | |
| 46 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.12% | +0.01% | +1.10% | |
| 47 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.11% | -0.02% | -13.20% | |
| 48 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.11% | — | +1.44% | |
| 49 | BNDW | Vanguard Total World Bond Et | ETF-Other | 0.10% | — | +5.21% | |
| 50 | SUSC | Ishares Esg Aware Usd Corpor | ETF-Other | 0.10% | +0.05% | +0.38% |
According to official SEC Form 13F filings, Keener Financial Planning LLC reported a total U.S. public equity portfolio value of $279.6M across 219 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPTM, VEA, IJR) accounted for 56.2% of total reported equity market value during Q2 2025.
During Q2 2025, Keener Financial Planning LLC's top holdings by market value included SPTM (36.2%)、VEA (21.7%)、IJR (8.3%). The largest single position, SPTM, represented 36.2% of total portfolio value.
In Q2 2025, Keener Financial Planning LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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