Keener Financial Planning LLC 13F 持仓 · 2026年Q2
Keener Financial Planning 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 61 只证券，申报市值合计 2.80 亿美元。前几大持仓：SPTM（37.13%）、VEA（21.00%）、IJR（9.30%）。本季前 25 大持仓中：增持 16 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPTM | SPDR SERIES TRUST | $103.8M | 37.13% | 1.1M | 增持 |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $58.7M | 21.00% | 824,065 | 增持 |
| 3 | IJR | ISHARES TR | $26.0M | 9.30% | 175,331 | 增持 |
| 4 | AVLV | AMERICAN CENTY ETF TR | $22.4M | 8.00% | 245,336 | 增持 |
| 5 | VWO | VANGUARD INTL EQUITY INDEX F | $16.0M | 5.72% | 268,016 | 增持 |
| 6 | VTI | VANGUARD INDEX FDS | $7.5M | 2.69% | 20,336 | 增持 |
| 7 | SPDW | SPDR INDEX SHS FDS | $4.9M | 1.76% | 97,444 | 减持 |
| 8 | AAPL | APPLE INC | $3.3M | 1.17% | 11,303 | 增持 |
| 9 | SPYV | SPDR SERIES TRUST | $3.2M | 1.16% | 53,193 | 减持 |
| 10 | DFAC | DIMENSIONAL ETF TRUST | $3.2M | 1.15% | 72,736 | 持平 |
| 11 | XOM | EXXON MOBIL CORP | $2.7M | 0.96% | 19,574 | 持平 |
| 12 | ITOT | ISHARES TR | $1.6M | 0.57% | 9,760 | 增持 |
| 13 | NVDA | NVIDIA CORPORATION | $1.4M | 0.52% | 7,242 | 增持 |
| 14 | IVV | ISHARES TR | $1.3M | 0.48% | 1,781 | 增持 |
| 15 | VTV | VANGUARD INDEX FDS | $1.3M | 0.46% | 5,901 | 持平 |
| 16 | SPSM | SPDR SERIES TRUST | $1.2M | 0.44% | 21,467 | 持平 |
| 17 | ESGU | ISHARES TR | $1.2M | 0.42% | 7,236 | 增持 |
| 18 | JPM | JPMORGAN CHASE & CO | $930,000 | 0.33% | 2,843 | 增持 |
| 19 | MSFT | MICROSOFT CORP | $879,000 | 0.31% | 2,357 | 减持 |
| 20 | VCSH | VANGUARD SCOTTSDALE FDS | $867,000 | 0.31% | 10,975 | 增持 |
| 21 | VTEB | VANGUARD MUN BD FDS | $824,000 | 0.29% | 16,301 | 增持 |
| 22 | VTWO | VANGUARD SCOTTSDALE FDS | $800,000 | 0.29% | 6,591 | 减持 |
| 23 | LLY | ELI LILLY & CO | $735,000 | 0.26% | 613 | 减持 |
| 24 | IEFA | ISHARES TR | $700,000 | 0.25% | 7,251 | 增持 |
| 25 | VCIT | VANGUARD SCOTTSDALE FDS | $687,000 | 0.25% | 8,315 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR