Keener Financial Planning LLC

RIA/Wealth

Keener Financial Planning LLC is a RIA/Wealth led by Kelli Hinton, reporting $362.8M in AUM as of Q3 2025 with 94% ETF concentration, 89% concentrated in top 10 holdings, 37% allocation to SPTM, and minimal technology exposure.

DirectorKelli Hinton

Portfolio Value: $212.2M
Positions: 185
Top Holding: SPTM at 37.08%
Last Reported: Q3 2025

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Top Holdings

Largest long holdings in Keener Financial Planning LLC's portfolio (88.8% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM	ETF ETF	$78.7M	37.08%	+$600.4K Bought	— 975.9K shares	Q4 2023 Held for 1y 11m
2 Vanguard FTSE Developed Markets VEA	ETF ETF	$46.1M	21.71%	+$367.3K Bought	— 769.1K shares	Q4 2023 Held for 1y 11m
3 iShares Core S&P Small-Cap ETF IJR	ETF ETF	$18.7M	8.83%	+$710.6K Bought	— 157.6K shares	Q4 2023 Held for 1y 11m
4 AVLV Avantis U.S. Large Cap Value AVLV	ETF ETF	$15.4M	7.25%	+$967.2K Bought	— 212.8K shares	Q2 2024 Held for 1y 5m
5 Vanguard FTSE Emerging Markets VWO	ETF ETF	$12.2M	5.75%	+$211.7K Bought	— 225.2K shares	Q4 2023 Held for 1y 11m
6 Vanguard Total Stock Market VTI	ETF ETF	$4.9M	2.33%	—	— 15.0K shares	Q4 2023 Held for 1y 11m
7 SPDR Portfolio Developed World ex-US ETF SPDW	ETF ETF	$4.4M	2.10%	-$8.4K Sold	— 104.0K shares	Q4 2023 Held for 1y 11m
8 SPYV SPDR Portfolio S&P 500 Value ETF SPYV	ETF ETF	$3.5M	1.65%	-$485.6K Sold	— 63.4K shares	Q4 2023 Held for 1y 11m
9 Dimensional U.S. Core Equity 2 DFAC	ETF ETF	$2.4M	1.14%	—	— 62.6K shares	Q4 2023 Held for 1y 11m
10 Apple AAPL	Consumer Electronics Technology	$2.1M	0.97%	+$763.4K Bought	0.00% 8.1K shares	Q4 2023 Held for 1y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Keener Financial Planning LLC's latest filing

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Market Value

$212.2M

Prior: $197.6M

Q/Q Change

+7.38%

+$14.6M

Net Flows % of MV

+0.389%

Turnover Ratio

1.58%

New Purchases

12 stocks

$19.4K

Added To

19 stocks

+$3.8M

Sold Out Of

13 stocks

$748.8K

Reduced Holdings

24 stocks

-$2.2M

Increased Positions

Position	Shares Δ	Change
1 Q2 Holdings QTWO	New	0 → 97.0 +$7.0K
2 Vanguard Russell 1000 Growth VONG	New	0 → 37.0 +$4.5K
3 Vanguard Russell 1000 Value ETF VONV	New	0 → 47.0 +$4.2K
4 iShares Broad USD Investment Grade Corporate Bond USIG	New	0 → 53.0 +$2.8K
5 iShares MBS MBB	New	0 → 20.0 +$1.0K

Decreased Positions

Position	Shares Δ	Change
1 Huntington Bancshares HBAN	Sold	28.9K → 0 −$484.6K
2 Booking Holdings Inc. BKNG	Sold	20.0 → 0 −$115.8K
3 Schwab U.S. Large-Cap Value SCHV	Sold	1.2K → 0 −$34.1K
4 SPDR Bloomberg International Treasury Bond ETF BWX	Sold	1.2K → 0 −$27.3K
5 FNDF Schwab Fundamental International Equity FNDF	Sold	555.0 → 0 −$22.2K