KERR FINANCIAL PLANNING Corp Q4 2025 Filing

Filed February 10, 2026

Portfolio Value

$74.0M

Holdings

508

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (508 positions)

#	Stock	Shares	Value	% Portfolio
201	BMYBMY	744	$44K	0.06%
202	DYHTGT	400	$44K	0.06%
203	TTTT	102	$44K	0.06%
204	BCCCPAVE	813	$43K	0.06%
205	VBRVANGUARD SMALL CAP VALUEETF	211	$43K	0.06%
206	OXYOXY	962	$43K	0.06%
207	VPUVPU	231	$43K	0.06%
208	PFEPFE	1,625	$43K	0.06%
209	FANGFANG	254	$42K	0.06%
210	PANWPANW	262	$41K	0.06%
211	TMOTMO	75	$41K	0.06%
212	DISDIS	389	$41K	0.06%
213	SCHRSCHR	1,645	$41K	0.06%
214	PCGPCG	2,560	$41K	0.06%
215	WMTWMT	328	$41K	0.06%
216	SCHRSCHWAB INTERMEDIATE TERMUS TRS ETF	1,645	$41K	0.06%
217	ARKQARKQ	345	$40K	0.05%
218	SMRSMR	2,675	$40K	0.05%
219	SIXGSIXG	601	$39K	0.05%
220	UBFOUBFO	3,472	$39K	0.05%
221	SPGISPGI	88	$39K	0.05%
222	MPCMPC	198	$38K	0.05%
223	SIXGDEFIANCE CONNECTIVE TECNLG ETF	602	$38K	0.05%
224	BACVZ	799	$37K	0.05%
225	VGTVANGUARD INFORMATION TECHNOLOGY ETF	48	$36K	0.05%
226	NOCNOC	52	$36K	0.05%
227	CTVACTVA	501	$36K	0.05%
228	IGMIGM	300	$36K	0.05%
229	SMLFSMLF	454	$35K	0.05%
230	EPREPR	625	$35K	0.05%
231	ANETANET	275	$35K	0.05%
232	NLYNLY	1,530	$35K	0.05%
233	ABTABT	326	$35K	0.05%
234	CBCB	105	$34K	0.05%
235	DMLDNN	10,000	$34K	0.05%
236	VGTVGT	48	$34K	0.05%
237	TLTISHARES 20 PLS YEAR TREASURY BND ETF	387	$34K	0.05%
238	ISHGISHG	450	$34K	0.05%
239	LYVLYV	250	$34K	0.05%
240	IWRIWR	336	$33K	0.04%
241	COPCOP	320	$33K	0.04%
242	CLCL	354	$33K	0.04%
243	FF	2,448	$33K	0.04%
244	DEDE	59	$33K	0.04%
245	ISRGISRG	70	$33K	0.04%
246	PKGPKG	140	$32K	0.04%
247	SMLFISHS US SMALLA CAP EQTY FACT ETF	453	$32K	0.04%
248	XLVXLV	211	$32K	0.04%
249	XLVSELECT SECTOR HEALTH CARE SPDR ETF	211	$32K	0.04%
250	TLTTLT	360	$31K	0.04%
251	SNPSSNPS	77	$31K	0.04%
252	KOKO	399	$31K	0.04%
253	XETYXETY	2,117	$31K	0.04%
254	SCHDSCHD	1,000	$31K	0.04%
255	URIURI	37	$31K	0.04%
256	QYLDQYLD	1,776	$30K	0.04%
257	WCNWCN	179	$30K	0.04%
258	VSSVSS	200	$30K	0.04%
259	TJXTJX	194	$30K	0.04%
260	ARKTARKW	250	$29K	0.04%
261	VSSVGRD FTSE ALL WRLD EX USSML CAP ETF	200	$28K	0.04%
262	XAGGMORGAN STANLEY ETF TR EATON VANCE INCOME OPPORTUNITIES ETF	563	$28K	0.04%
263	LINLIN	61	$28K	0.04%
264	XAGGXAGG	568	$28K	0.04%
265	ABNBABNB	231	$28K	0.04%
266	PAYXPAYX	292	$28K	0.04%
267	SDIVSDIV	1,064	$27K	0.04%
268	DUKDUK	221	$27K	0.04%
269	MLMMLM	40	$26K	0.04%
270	UMBFUMBF	203	$26K	0.04%
271	MRSHMRSH	141	$26K	0.04%
272	RTXRTX	136	$26K	0.04%
273	IWMIWM	102	$26K	0.04%
274	MDLZMDLZ	440	$26K	0.04%
275	—BLV	369	$25K	0.03%
276	VHTVHT	90	$25K	0.03%
277	ZTSZTS	204	$25K	0.03%
278	VHTVANGUARD HEALTH CARE ETF	90	$25K	0.03%
279	WMBWMB	380	$25K	0.03%
280	VALEVALE	1,500	$24K	0.03%
281	STPZSTPZ	454	$24K	0.03%
282	XLYXLY	210	$24K	0.03%
283	PKSTPKST	1,198	$24K	0.03%
284	STPZPIMCO 1-5 YEAR US TIPS INDEX ETF	452	$24K	0.03%
285	CARRCARR	400	$24K	0.03%
286	AQLTIEO	242	$24K	0.03%
287	XLYSPDR FUND CONSUMER DISCRE SELECT ETF	105	$24K	0.03%
288	IXCIXC	500	$24K	0.03%
289	SDIVGLOBAL X SUPERDIVIDEND ETF	1,008	$24K	0.03%
290	DONDIA	50	$24K	0.03%
291	JPXAVAV	101	$23K	0.03%
292	EXPEEXPE	100	$23K	0.03%
293	EQIXEQIX	29	$23K	0.03%
294	GQ9GLD	53	$23K	0.03%
295	BKNGBKNG	5	$22K	0.03%
296	GDGD	63	$22K	0.03%
297	ADIADI	68	$22K	0.03%
298	IDXXIDXX	35	$22K	0.03%
299	LENLEN	189	$21K	0.03%
300	UNMUNM	278	$21K	0.03%

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