Keener Financial Planning LLC

KELLER, TX · CIK 2004495 · 13F filing filed 2026-07-31

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyKeller, TX

$279.6m reported value +17.5% vs Q1 2026

61positions

89.1%in top 10

5 new 29 added 12 reduced 2 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SPDR SERIES TRUST PORTFOLI S&P1500 SPTM	SPTM	1,143,398	$103.8m37.13%	37.13%	Added +56.7k	+56,706 5.2%
2	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	824,065	$58.7m21.00%	21.00%	Added +21.7k	+21,741 2.7%
3	ISHARES TR CORE S&P SCP ETF IJR	IJR	175,331	$26.0m9.30%	9.30%	Added +3.9k	+3,919 2.3%
4	AMERICAN CENTY ETF TR US LARGE CAP VLU AVLV	AVLV	245,336	$22.4m8.00%	8.00%	Added +14.5k	+14,479 6.3%
5	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	268,016	$16.0m5.72%	5.72%	Added +9.7k	+9,737 3.8%
6	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	20,336	$7.5m2.69%	2.69%	Added +2.2k	+2,229 12.3%
7	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	97,444	$4.9m1.76%	1.76%	Reduced -3.2k	-3,155 -3.1%
8	APPLE INC COM AAPL	AAPL	11,303	$3.3m1.17%	1.17%	Added +591	+591 5.5%
9	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	53,193	$3.2m1.16%	1.16%	Reduced -6.7k	-6,725 -11.2%
10	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	72,736	$3.2m1.15%	1.15%	Unchanged
11	EXXON MOBIL CORP COM XOM	XOM	19,574	$2.7m0.96%	0.96%	Unchanged
12	ISHARES TR CORE S&P TTL STK ITOT	ITOT	9,760	$1.6m0.57%	0.57%	Added +3.3k	+3,342 52.1%
13	NVIDIA CORPORATION COM NVDA	NVDA	7,242	$1.4m0.52%	0.52%	Added +66	+66 0.9%
14	ISHARES TR CORE S&P500 ETF IVV	IVV	1,781	$1.3m0.48%	0.48%	Added +47	+47 2.7%
15	VANGUARD INDEX FDS VALUE ETF VTV	VTV	5,901	$1.3m0.46%	0.46%	Unchanged
16	SPDR SER TR PORTFOLIO S&P600 SPSM	SPSM	21,467	$1.2m0.44%	0.44%	Unchanged
17	ISHARES TR ESG AWR MSCI USA ESGU	ESGU	7,236	$1.2m0.42%	0.42%	Added +265	+265 3.8%
18	JPMORGAN CHASE & CO COM JPM	JPM	2,843	$930.0k0.33%	0.33%	Added +299	+299 11.8%
19	MICROSOFT CORP COM MSFT	MSFT	2,357	$879.0k0.31%	0.31%	Reduced -1.9k	-1,911 -44.8%
20	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	10,975	$867.0k0.31%	0.31%	Added +3.3k	+3,285 42.7%
21	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	16,301	$824.0k0.29%	0.29%	Added +1.1k	+1,056 6.9%
22	VANGUARD SCOTTSDALE FDS VNG RUS2000IDX VTWO	VTWO	6,591	$800.0k0.29%	0.29%	Reduced -115	-115 -1.7%
23	ELI LILLY & CO COM LLY	LLY	613	$735.0k0.26%	0.26%	Reduced -29	-29 -4.5%
24	ISHARES TR CORE MSCI EAFE IEFA	IEFA	7,251	$700.0k0.25%	0.25%	Added +350	+350 5.1%
25	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	8,315	$687.0k0.25%	0.25%	Added +711	+711 9.3%
26	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	21,006	$608.0k0.22%	0.22%	Unchanged
27	ALPHABET INC CAP STK CL A GOOGL	GOOGL	1,701	$607.0k0.22%	0.22%	Added +93	+93 5.8%
28	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	827	$567.0k0.20%	0.20%	Reduced -68	-68 -7.6%
29	ISHARES TR ESG AWRE 1 5 YR SUSB	SUSB	22,259	$556.0k0.20%	0.20%	Added +751	+751 3.5%
30	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	1,000	$500.0k0.18%	0.18%	Added +164	+164 19.6%
31	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	6,800	$499.0k0.18%	0.18%	Unchanged
32	ISHARES TR ESG AWRE USD ETF SUSC	SUSC	21,246	$491.0k0.18%	0.18%	Added +7.8k	+7,804 58.1%
33	ISHARES TR ESG ADV TTL USD EUSB	EUSB	11,142	$484.0k0.17%	0.17%	Added +2.6k	+2,590 30.3%
34	VANGUARD INDEX FDS SMALL CP ETF VB	VB	1,530	$463.0k0.17%	0.17%	Added +15	+15 1.0%
35	SPDR INDEX SHS FDS PORTFOLIO EMG MK SPEM	SPEM	8,832	$457.0k0.16%	0.16%	Reduced -931	-931 -9.5%
36	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	3,744	$445.0k0.16%	0.16%	Unchanged
37	ADVANCED MICRO DEVICES INC COM AMD	AMD	753	$437.0k0.16%	0.16%	Reduced -1.3k	-1,256 -62.5%
38	DIMENSIONAL ETF TRUST US TARGETED VLU DFAT	DFAT	6,225	$435.0k0.16%	0.16%	Unchanged
39	ISHARES TR ESG AW MSCI EAFE ESGD	ESGD	3,977	$408.0k0.15%	0.15%	Added +1.0k	+1,024 34.7%
40	WALMART INC COM WMT	WMT	3,464	$392.0k0.14%	0.14%	Reduced -1.0k	-1,023 -22.8%
41	NUSHARES ETF TR NUVEEN ESG INTL NUDM	NUDM	9,451	$378.0k0.14%	0.14%	Unchanged
42	ISHARES INC ESG AWR MSCI EM ESGE	ESGE	6,451	$352.0k0.13%	0.13%	Reduced -5	-5 -0.1%
43	ISHARES INC CORE MSCI EMKT IEMG	IEMG	4,231	$350.0k0.13%	0.13%	Added +204	+204 5.1%
44	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	4,465	$347.0k0.12%	0.12%	Unchanged
45	ALPHABET INC CAP STK CL C GOOG	GOOG	950	$335.0k0.12%	0.12%	Added +225	+225 31.0%
46	BROADCOM INC COM AVGO	AVGO	876	$330.0k0.12%	0.12%	Added +215	+215 32.5%
47	SPDR SER TR NUVEEN BLMBRG SH SHM	SHM	6,607	$316.0k0.11%	0.11%	Added +1.1k	+1,079 19.5%
48	UNION PAC CORP COM UNP	UNP	1,147	$311.0k0.11%	0.11%	Unchanged
49	ISHARES TR SP SMCP600VL ETF IJS	IJS	2,257	$308.0k0.11%	0.11%	Unchanged
50	NUSHARES ETF TR NUVEEN ESG LRGVL NULV	NULV	5,796	$289.0k0.10%	0.10%	Added +853	+853 17.3%
51	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	374	$279.0k0.10%	0.10%	Unchanged
52	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	1,138	$276.0k0.10%	0.10%	New
53	AMGEN INC COM AMGN	AMGN	733	$265.0k0.09%	0.09%	Reduced -35	-35 -4.6%
54	MARVELL TECHNOLOGY INC COM MRVL	MRVL	867	$258.0k0.09%	0.09%	New
55	ISHARES TR ESG AWARE MSCI ESML	ESML	4,538	$253.0k0.09%	0.09%	Reduced -84	-84 -1.8%
56	ISHARES INC MSCI EMRG CHN EMXC	EMXC	2,407	$246.0k0.09%	0.09%	New
57	HILTON WORLDWIDE HLDGS INC COM HLT	HLT	724	$239.0k0.09%	0.09%	Unchanged
58	SPDR SER TR PORTFOLIO SHORT SPSB	SPSB	6,916	$207.0k0.07%	0.07%	Added +156	+156 2.3%
59	FIFTH THIRD BANCORP COM FITB	FITB	3,667	$206.0k0.07%	0.07%	New
60	ISHARES TR ESG EAFE ETF DMXF	DMXF	2,430	$205.0k0.07%	0.07%	New
61	ISHARES TR CORE US AGGBD ET AGG	AGG	2,028	$200.0k0.07%	0.07%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
SCHWAB STRATEGIC TR SCHP	SCHP	19,980	$531.0k20.0k shares
PROSHARES TR DDM	DDM	5,510	$286.0k5.5k shares