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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 Chg Shares Chg % Period Price ① Since Period ①
1 SPDW SPDR INDEX SHS FDS 97,444.0 $4.9M 1.76% -3K -3.1% $50.39 +3.8%
2 SPYV SPDR SERIES TRUST 53,193.0 $3.2M 1.16% -7K -11.2% $60.78 +4.4%
3 MSFT MICROSOFT CORP Technology 2,357.0 $879K 0.31% -2K -44.8% $372.93 +34.0%
4 VTWO VANGUARD SCOTTSDALE FDS 6,591.0 $800K 0.29% -115.0 -1.7% $121.38 -1.4%
5 LLY ELI LILLY & CO Healthcare 613.0 $735K 0.26% -29.0 -4.5% $1199.02 -4.2%
6 VOO VANGUARD INDEX FDS 827.0 $567K 0.20% -68.0 -7.6% $685.61 +3.3%
7 SPEM SPDR INDEX SHS FDS 8,832.0 $457K 0.16% -931.0 -9.5% $51.74 +3.2%
8 AMD ADVANCED MICRO DEVICES INC Technology 753.0 $437K 0.16% -1K -62.5% $580.35 -17.7%
9 WMT WALMART INC Consumer Defensive 3,464.0 $392K 0.14% -1K -22.8% $113.16 -5.3%
10 AMGN AMGEN INC Healthcare 733.0 $265K 0.10% -35.0 -4.6% $361.53 +20.9%
11 ESML ISHARES TR 4,538.0 $253K 0.09% -84.0 -1.8% $55.75 -1.2%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%