Notify me when Keener Financial Planning LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 58 | $231,397,000 | +$17,146,263 | -$7,108,628 | +$10,037,635 | SPTM, VEA, IJR, AVLV, VWO | 13F-HR | 23 Jan 2026, 16:35 |
| Q3 2025 | 207 | $215,599,000 | +$4,157,658 | -$3,025,783 | +$1,131,875 | SPTM, VEA, IJR, AVLV, VWO | 13F-HR | 07 Nov 2025, 13:48 |
| Q2 2025 | 208 | $200,580,000 | +$32,681,930 | -$165,007 | +$32,516,923 | SPTM, VEA, IJR, AVLV, VWO | 13F-HR | 24 Jul 2025, 19:02 |
| Q1 2025 | 171 | $153,849,000 | +$845,150 | -$13,224,383 | -$12,379,233 | SPTM, VEA, IJR, AVLV, VWO | 13F-HR | 09 May 2025, 14:47 |
| Q4 2024 | 171 | $169,327,000 | +$20,488,964 | -$519,100 | +$19,969,864 | SPTM, VEA, IJR, AVLV, VWO | 13F-HR | 29 Jan 2025, 15:51 |
| Q3 2024 | 176 | $152,740,000 | +$4,845,032 | -$15,267,118 | -$10,422,086 | SPTM, VEA, IJR, AVLV, VWO | 13F-HR | 18 Oct 2024, 12:34 |
| Q2 2024 | 181 | $153,260,000 | +$12,759,573 | -$5,623,511 | +$7,136,062 | SPTM, VEA, IJR, VWO, SPYV | 13F-HR | 26 Jul 2024, 16:20 |
| Q1 2024 | 186 | $145,396,000 | +$9,033,378 | -$1,555,798 | +$7,477,580 | SPTM, VEA, SPYV, IJR, VWO | 13F-HR | 03 May 2024, 13:06 |
| Q4 2023 | 178 | $129,314,000 | $0 | $0 | $0 | SPTM, VEA, SPYV, IJR, VWO | 13F-HR | 26 Jan 2024, 12:46 |