Keener Financial Planning LLC
Q1 2025 13F Holdings
- Locationkeller, TX
- Num holdings
184
- Value ($000)
$154
- Date Filed05/09/2025
- Form type13F-HR
- CIK0002004495
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPDR SER TR | PORTFOLI S&P1500 | 78464A805 | $55.75K | 36 % | 819,766 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $34.15K | 22 % | 671,853 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $12.63K | 8 % | 120,812 | ||
AVLV AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | $10.28K | 7 % | 157,594 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $8.48K | 6 % | 187,304 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $3.47K | 2 % | 12,623 | ||
SPYV SPDR SER TR | PRTFLO S&P500 VL | 78464A508 | $3.44K | 2 % | 67,348 | ||
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $3.27K | 2 % | 89,801 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $2.06K | 1 % | 62,582 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $1.10K | 1 % | 2,934 |
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