StockDriftsStockDriftsTop 50 Keener Financial Planning LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPTM | SPDR SERIES TRUST | 36.11% | 1.09M | $85.9M | +5.85%(+60.08K) | $61.87(+45.29%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 21.61% | 802.3K | $51.4M | -0.44%(-3.51K) | $48.50(+45.63%) | 2026-03-31 | |
| IJR | ISHARES TR | 8.96% | 171.4K | $21.3M | +3.03%(+5.03K) | $106.41(+27.13%) | 2026-03-31 | |
| AVLV | AMERICAN CENTY ETF TR | 7.82% | 230.9K | $18.6M | +0.76%(+1.73K) | $65.76(+34.23%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 5.87% | 258.3K | $14.0M | +7.29%(+17.55K) | $43.82(+36.78%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 2.44% | 18.1K | $5.8M | +20.93%(+3.13K) | $262.45(+38.96%) | 2026-03-31 | |
| SPDW | SPDR INDEX SHS FDS | 1.93% | 100.6K | $4.6M | +0.14%(+136) | $33.57(+49.73%) | 2026-03-31 | |
| SPYV | SPDR SERIES TRUST | 1.42% | 59.9K | $3.4M | -0.15%(-92) | $45.43(+32.47%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 1.4% | 19.6K | $3.3M | -9.89%(-2.15K) | $116.53(+30.07%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 1.19% | 72.7K | $2.8M | -0.28%(-201) | $32.84(+31.62%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.14% | +44.84% |
| Top 20 Holdings Unweighted | +9.70% | +32.01% |
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