KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT
Q1 2025 13F Holdings
- Locationdublin, OH
- Num holdings
71
- Value ($000)
$221,812
- Date Filed05/12/2025
- Form type13F-HR
- CIK0002035883
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $19.74M | 9 % | 116,406 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $18.43M | 8 % | 736,441 | ||
FNDF SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524755 | $16.98M | 8 % | 465,943 | ||
SCHV SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | $15.77M | 7 % | 599,243 | ||
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $15.38M | 7 % | 235,310 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $13.89M | 6 % | 37,486 | ||
VIGI VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 | $12.47M | 6 % | 149,732 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $9.52M | 4 % | 55,710 | ||
USMV ISHARES TR | MSCI USA MIN VOL | 46429B697 | $7.65M | 3 % | 82,472 | ||
EMXC ISHARES INC | MSCI EMRG CHN | 46434G764 | $6.28M | 3 % | 113,860 |
Rows Per Page
10
- 10
- 50
- 100