account_balance
Investment manager · 13F filer · SEC CIK 2004495
Keener Financial Planning LLC
Reported value$283Mas of Sep 30, 2026
Positions64 6 new, 3 sold out
Top 10 weight88.2%SPTM alone is 38%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPTMSPDR Series Trust
37.6%
VEAVanguard Tax-Managed FDS
20.7%
IJRiShares Tr
8.4%
AVLVAmerican Centy ETF Tr
7.6%Trimmed −4%
VWOVanguard Intl Equity Index F
5.9%Added +5%
VTIVanguard Index FDS
2.6%
SPDWSPDR Index SHS FDS
1.7%
DFAC
XOM1.1%SPYV1.1%
SPTMSPDR Series Trust
37.6%
VEAVanguard Tax-Managed FDS
20.7%
IJRiShares Tr
8.4%
AVLVAmerican Centy ETF Tr
7.6%
VWO5.9%
VTI2.6%
SPDW
AAPLDFAC
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPTM SPDR Series Trust 37.6% Held
VEA Vanguard Tax-Managed FDS 20.7% Held
IJR iShares Tr 8.4% Held
AVLV American Centy ETF Tr 7.6% Trimmed −4%
VWO Vanguard Intl Equity Index F 5.9% Added +5%
VTI Vanguard Index FDS 2.6% Trimmed −4%
SPDW SPDR Index SHS FDS 1.7% Held
AAPL Apple Inc. 1.4% Added +8%DFAC Dimensional ETF Trust 1.1% Held
XOM ExxonMobil Holdings Corp 1.1% HeldSPYV SPDR Series Trust 1.1% Trimmed −2%
NVDA NVIDIA Corp 0.6% Added +6%What changed
Biggest moves since Jun 30, 2026
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