Keener Financial Planning LLC

Q3 2025 13F Holdings

  • Location
    keller, TX
  • Num holdings

    227

  • Value ($000)

    $216

  • Date Filed
    11/07/2025
  • Form type
    13F-HR
  • CIK
    0002004495
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

SPDR SERIES TRUST

PORTFOLI S&P1500
78464A805
$78.71K
37 %

975,898

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$46.09K
21 %

769,114

I
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$18.73K
9 %

157,648

A
AVLV

AMERICAN CENTY ETF TR

US LARGE CAP VLU
025072349
$15.38K
7 %

212,828

V
VWO

VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF
922042858
$12.20K
6 %

225,243

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$4.94K
2 %

15,044

S
SPDW

SPDR INDEX SHS FDS

PORTFOLIO DEVLPD
78463X889
$4.45K
2 %

103,996

S
SPYV

SPDR SERIES TRUST

PRTFLO S&P500 VL
78464A508
$3.51K
2 %

63,445

D
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
25434V708
$2.41K
1 %

62,582

A
AAPL

APPLE INC

COM
037833100
$2.06K
1 %

8,089

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