Keener Financial Planning LLC: 13F holdings
CIK 20044952026Q2
| Positions | 61 |
|---|
| Reported value | $279.6m |
|---|
| Filed | 2026-07-31 |
|---|
Change since last quarter
| Positions | 61 (+3 vs prior quarter) |
|---|
| Reported value | $279.6m (+17.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPYM SPDR SERIES TRUST | 1,143,398 | $103.8m | 37.1% |
| VEA VANGUARD TAX-MANAGED FDS | 824,065 | $58.7m | 21.0% |
| IJR ISHARES TR | 175,331 | $26.0m | 9.3% |
| AVLV AMERICAN CENTY ETF TR | 245,336 | $22.4m | 8.0% |
| VWO VANGUARD INTL EQUITY INDEX F | 268,016 | $16.0m | 5.7% |
| VTI VANGUARD INDEX FDS | 20,336 | $7.5m | 2.7% |
| EWU SPDR INDEX SHS FDS | 97,444 | $4.9m | 1.8% |
| AAPL APPLE INC | 11,303 | $3.3m | 1.2% |
| SPYV SPDR SERIES TRUST | 53,193 | $3.2m | 1.2% |
| DIMENSIONAL ETF TRUST | 72,736 | $3.2m | 1.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2004495")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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