KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT

Est. AUM

$294.8M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$27.1M	554239	9.20%	SOLE
2	SCHWAB STRATEGIC TR	US LCAP GR ETF	$24.6M	845477	8.36%	SOLE
3	SCHWAB STRATEGIC TR	US LCAP VA ETF	$21.0M	687339	7.11%	SOLE
4	SPDR SERIES TRUST	STATE STREET SPD	$20.8M	271144	7.04%	SOLE
5	ISHARES TR	MSCI USA QLT FCT	$17.5M	91166	5.93%	SOLE
6	VANGUARD MALVERN FDS	CORE BD ETF	$17.3M	224174	5.89%	SOLE
7	VANGUARD INDEX FDS	GROWTH ETF	$16.1M	36765	5.45%	SOLE
8	VANGUARD INDEX FDS	VALUE ETF	$11.5M	58856	3.92%	SOLE
9	VANGUARD WHITEHALL FDS	INTL DVD ETF	$10.7M	120568	3.62%	SOLE
10	ISHARES INC	CORE MSCI EMKT	$8.8M	126216	2.99%	SOLE
11	STATE STR SPDR S&P 500 ETF T	TR UNIT	$8.3M	12703	2.80%	SOLE
12	BLACKROCK ETF TRUST	ISHARES US EQUIT	$8.1M	138825	2.74%	SOLE
13	BLACKROCK ETF TRUST	ISHARES A I INNO	$7.9M	240859	2.69%	SOLE
14	ISHARES TR	CORE S&P SCP ETF	$7.9M	63421	2.67%	SOLE
15	ISHARES TR	MSCI USA MIN VOL	$6.9M	74725	2.35%	SOLE
16	VANGUARD STAR FDS	VG TL INTL STK F	$6.2M	80940	2.12%	SOLE
17	NVIDIA CORPORATION	COM	$6.0M	34547	2.04%	SOLE
18	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$5.1M	166923	1.74%	SOLE
19	APPLE INC	COM	$4.2M	16685	1.44%	SOLE
20	VANGUARD WORLD FD	CONSUM STP ETF	$4.0M	17827	1.36%	SOLE
21	SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$3.5M	127177	1.20%	SOLE
22	ISHARES TR	MSCI USA MMENTM	$3.1M	12785	1.04%	SOLE
23	SCHWAB STRATEGIC TR	INTL EQTY ETF	$3.0M	120134	1.01%	SOLE
24	SPDR SERIES TRUST	STATE STREET SPD	$2.7M	55529	0.91%	SOLE
25	CAPITAL GRP FIXED INCM ETF T	SHORT DURATION M	$2.6M	97927	0.87%	SOLE
26	SPDR SERIES TRUST	STATE STREET SPD	$2.2M	22917	0.74%	SOLE
27	ISHARES TR	NATIONAL MUN ETF	$2.1M	20222	0.73%	SOLE
28	CAPITAL GRP FIXED INCM ETF T	MUNICIPAL INCOME	$2.1M	75686	0.70%	SOLE
29	VANGUARD INDEX FDS	SML CP GRW ETF	$2.0M	6685	0.69%	SOLE
30	SCHWAB STRATEGIC TR	US BRD MKT ETF	$1.7M	67823	0.58%	SOLE
31	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.4M	6491	0.47%	SOLE
32	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.4M	2894	0.47%	SOLE
33	ISHARES TR	U.S. TECH ETF	$1.3M	7320	0.45%	SOLE
34	AMAZON COM INC	COM	$1.3M	6016	0.43%	SOLE
35	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.1M	1856	0.38%	SOLE
36	SPDR SERIES TRUST	STATE STREET SPD	$1.0M	10614	0.35%	SOLE
37	T ROWE PRICE ETF INC	PRICE GRW STOCK	$1.0M	25285	0.35%	SOLE
38	ISHARES TR	MSCI EAFE MIN VL	$965K	10556	0.33%	SOLE
39	SCHWAB STRATEGIC TR	US SML CAP ETF	$965K	33171	0.33%	SOLE
40	ISHARES INC	MSCI EMRG CHN	$910K	11575	0.31%	SOLE
41	T ROWE PRICE ETF INC	CAP APPRECIATION	$906K	25452	0.31%	SOLE
42	ALPHABET INC	CAP STK CL A	$875K	3042	0.30%	SOLE
43	MICROSOFT CORP	COM	$864K	2334	0.29%	SOLE
44	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$835K	11340	0.28%	SOLE
45	FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$832K	4000	0.28%	SOLE
46	BROADCOM INC	COM	$761K	2459	0.26%	SOLE
47	VANGUARD INDEX FDS	SM CP VAL ETF	$757K	3483	0.26%	SOLE
48	VANGUARD INDEX FDS	SMALL CP ETF	$628K	2398	0.21%	SOLE
49	RICHMOND MUT BANCORPORATION	COM	$584K	43004	0.20%	SOLE
50	JPMORGAN CHASE & CO	COM	$583K	1981	0.20%	SOLE

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.