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Cindi Hill

Keener Financial Planning Llc

Assets Managed
$237.919M
Holdings
58
Last Quarter
2026 - Q1
Filed Date
1mo 23d ago
Growth Rate
2.82%(2Q avg: 5.08%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Keener Financial Planning Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 58 positions.

Assets under management

The assets under management (AUM) of Keener Financial Planning Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 237.919M in assets, with a quarterly growth rate of 2.82% and a 2-quarter average growth rate of 5.08%. The portfolio is managed by Cindi Hill, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPTM
Spdr Portfolio S&p 1500 Comp
Recent Activity
Increased 5.86%
36.12%
$85.913M
1.087M shares@ $79.06 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -0.43%
21.61%
$51.412M
802,324 shares@ $64.08 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Increased 3.03%
8.96%
$21.308M
171,412 shares@ $124.31 avg price
AVLV
Avantis Us Large Cap Value
Recent Activity
Increased 0.76%
7.83%
$18.609M
230,857 shares@ $80.61 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Increased 7.29%
5.87%
$13.959M
258,279 shares@ $54.05 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 20.94%
2.45%
$5.808M
18,107 shares@ $320.76 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Increased 0.14%
1.94%
$4.592M
100,599 shares@ $45.65 avg price
SPYV
Spdr Port S&p 500 Value
Recent Activity
Decreased -0.15%
1.43%
$3.39M
59,918 shares@ $56.58 avg price
XOM
Exxon Mobil Corp
Recent Activity
Decreased -9.89%
1.4%
$3.32M
19,574 shares@ $169.62 avg price
DFAC
Dimensional Us Core Equity 2
Recent Activity
Decreased -0.27%
1.19%
$2.826M
72,736 shares@ $38.86 avg price

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