Keener Financial Planning LLC
•CIK: 2004495•Filing: Q4 2025
**Keener Financial Planning LLC** manages $231M across a diversified portfolio of 58 positions. The strategy exhibits a significant allocation to international and broad market exposure, notably holding SPTM at $84.7M and VEA at $50.3M. Further concentration is seen in IJR ($20.0M) and AVLV ($17.4M), suggesting a focus on global equity diversification. The top ten holdings represent a strategic mix spanning developed and emerging markets.
Total AUM
$231.4M
QoQ Performance
+7.3%
Positions
32
Top 10 Concentration
88.2%
Latest Filing
Q4 2025
Top Holdings Allocation
SPTM
VEA
IJR
AVLV
VWO
SPTM36.6%
VEA21.8%
IJR8.6%
AVLV7.5%
VWO5.6%
VTI2.2%
SPDW1.9%
SPYV1.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other93.2%
Technology3.5%
Energy1.1%
ETF0.9%
Financial0.5%
Healthcare0.4%
Consumer0.3%
Industrial0.1%
🚪 Exited Positionssold since Q3 2025
+146 more exited positions
Changes from Q3 2025
NEW2 new positions
↑35 increased
↓12 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023