Portfolio (Quarterly) Guide ↗

Keener Financial Planning LLC

· CIK 0002004495

13F Portfolio $280M AUM 61 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 5 New 29 Added 11 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	SCHP	SCHWAB STRATEGIC TR	—	19,980	$531K	0.22%	SOLD
2	DDM	PROSHARES TR	—	5,510	$286K	0.12%	SOLD

Sector Allocation

Technology 49.9%

Energy 20.2%

Financial Services 10.7%

Healthcare 7.5%

Communication Services 4.6%

Consumer Defensive 3.0%

Industrials 2.3%

Consumer Cyclical 1.8%