KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 27, 2026, for the 2025 Q4 period, KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT held in its portfolio 76 assets valued at $288,436,864 (i.e. $288.44M).
The most valuable assets in the portfolio included: SCHWAB STRATEGIC TR ($27.09M), SPDR SERIES TRUST ($27.06M), and SCHWAB STRATEGIC TR ($24.79M).
The chart below shows the top 10 valuable assets, and the table below shows the top 76 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 830536 | 27092074 | US LCAP GR ETF |
| SPDR SERIES TRUST | 355327 | 27057231 | STATE STREET SPD |
| SCHWAB STRATEGIC TR | 548291 | 24788239 | FUNDAMENTAL INTL |
| ISHARES TR | 122770 | 24384624 | MSCI USA QLT FCT |
| SCHWAB STRATEGIC TR | 680325 | 20144412 | US LCAP VA ETF |
| VANGUARD INDEX FDS | 36185 | 17653182 | GROWTH ETF |
| VANGUARD MALVERN FDS | 215100 | 16755248 | CORE BD ETF |
| VANGUARD WHITEHALL FDS | 162197 | 14832927 | INTL DVD ETF |
| VANGUARD INDEX FDS | 57705 | 11021025 | VALUE ETF |
| ISHARES INC | 118091 | 7938098 | CORE MSCI EMKT |
| SPDR S&P 500 ETF TR | 11119 | 7582071 | TR UNIT |
| ISHARES TR | 62467 | 7507230 | CORE S&P SCP ETF |
| BLACKROCK ETF TRUST | 222402 | 7405979 | ISHARES A I INNO |
| ISHARES TR | 75411 | 7100716 | MSCI USA MIN VOL |
| NVIDIA CORPORATION | 34440 | 6423077 | COM |
| APPLE INC | 17109 | 4651163 | COM |
| SCHWAB STRATEGIC TR | 160120 | 4392086 | US DIVIDEND EQ |
| VANGUARD WORLD FD | 18299 | 3865456 | CONSUM STP ETF |
| ISHARES TR | 12904 | 3230096 | MSCI USA MMENTM |
| SCHWAB STRATEGIC TR | 120794 | 2903899 | INTL EQTY ETF |
| CAPITAL GRP FIXED INCM ETF | 85528 | 2252802 | SHORT DURATION M |
| CAPITAL GRP FIXED INCM ETF | 75142 | 2057391 | MUNICIPAL INCOME |
| VANGUARD INDEX FDS | 6683 | 2018928 | SML CP GRW ETF |
| ISHARES TR | 18682 | 2001022 | NATIONAL MUN ETF |
| SCHWAB STRATEGIC TR | 69231 | 1815919 | US BRD MKT ETF |
| VANGUARD STAR FDS | 23761 | 1792540 | VG TL INTL STK F |
| ISHARES TR | 8943 | 1785822 | U.S. TECH ETF |
| BLACKROCK ETF TRUST | 28141 | 1711226 | ISHARES US EQUIT |
| BERKSHIRE HATHAWAY INC DEL | 2894 | 1454669 | CL B NEW |
| VANGUARD SPECIALIZED FUNDS | 6451 | 1417892 | DIV APP ETF |
| ISHARES INC | 17427 | 1266589 | MSCI EMRG CHN |
| T ROWE PRICE ETF INC | 25411 | 1169237 | PRICE GRW STOCK |
| MICROSOFT CORP | 2287 | 1106247 | COM |
| AMAZON COM INC | 4389 | 1012960 | COM |
| VANGUARD BD INDEX FDS | 13351 | 988875 | TOTAL BND MRKT |
| SCHWAB STRATEGIC TR | 32957 | 938602 | US SML CAP ETF |
| ISHARES TR | 10556 | 910472 | MSCI EAFE MIN VL |
| ALPHABET INC | 2748 | 859973 | CAP STK CL A |
| BROADCOM INC | 2408 | 833409 | COM |
| CAPITAL GRP FIXED INCM ETF | 31024 | 822753 | CORE BOND ETF |
| T ROWE PRICE ETF INC | 20142 | 769833 | CAP APPRECIATION |
| VANGUARD INDEX FDS | 3495 | 740283 | SM CP VAL ETF |
| ISHARES TR | 14045 | 739067 | US INFRASTRUC |
| VISA INC | 1883 | 660288 | COM CL A |
| JPMORGAN CHASE & CO. | 2026 | 652975 | COM |
| VANGUARD INDEX FDS | 2410 | 621631 | SMALL CP ETF |
| RICHMOND MUT BANCORPORATION | 43004 | 603769 | COM |
| ALPHABET INC | 1691 | 530734 | CAP STK CL C |
| SCHWAB STRATEGIC TR | 14070 | 460798 | EMRG MKTEQ ETF |
| TORO CO | 5294 | 416713 | COM |
| VANGUARD ADMIRAL FDS INC | 3573 | 396434 | SMLLCP 600 IDX |
| RTX CORPORATION | 2097 | 384498 | COM |
| ISHARES TR | 539 | 369056 | CORE S&P500 ETF |
| INVESCO QQQ TR | 576 | 354147 | UNIT SER 1 |
| TESLA INC | 724 | 325576 | COM |
| ISHARES U S ETF TR | 6366 | 320361 | SHORT MATURITY M |
| CORNING INC | 3615 | 316529 | COM |
| CHEVRON CORP NEW | 2074 | 316163 | COM |
| MIDDLEFIELD BANC CORP | 9064 | 313071 | COM NEW |
| INVESCO EXCHANGE TRADED FD | 5181 | 307130 | S&P 500 TOP 50 |
| META PLATFORMS INC | 450 | 297270 | CL A |
| SCHWAB STRATEGIC TR | 10839 | 294929 | FUNDAMENTAL US L |
| PRINCIPAL FINANCIAL GROUP | 3332 | 293916 | COM |
| VANGUARD INDEX FDS | 816 | 273637 | TOTAL STK MKT |
| ABBVIE INC | 1169 | 267193 | COM |
| UPSTART HLDGS INC | 6007 | 262686 | COM |
| ISHARES TR | 1897 | 259441 | MSCI USA VALUE |
| GILEAD SCIENCES INC | 2080 | 255296 | COM |
| AMEREN CORP | 2401 | 239764 | COM |
| JOHNSON & JOHNSON | 1127 | 233130 | COM |
| VANGUARD WHITEHALL FDS | 1575 | 226062 | HIGH DIV YLD |
| SOUTHERN CO | 2479 | 216169 | COM |
| STIFEL FINL CORP | 1721 | 215504 | COM |
| MASTERCARD INCORPORATED | 373 | 212761 | CL A |
| PROCTER AND GAMBLE CO | 1406 | 201486 | COM |
| DESIGNER BRANDS INC | 19166 | 142403 | CL A |
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