KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT
Q2 2025 13F Holdings
- Locationdublin, OH
- Num holdings
77
- Value ($000)
$249,903
- Date Filed07/28/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $22.63M | 9 % | 774,887 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $21.78M | 9 % | 119,148 | ||
FNDF SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524755 | $19.24M | 8 % | 480,682 | ||
KRE SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | $17.43M | 7 % | 239,783 | ||
SCHV SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | $17.10M | 7 % | 618,080 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $16.39M | 7 % | 37,390 | ||
VIGI VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 | $13.76M | 6 % | 152,675 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $10.23M | 4 % | 57,882 | ||
VCRB VANGUARD MALVERN FDS | CORE BD ETF | 922020748 | $9.42M | 4 % | 121,433 | ||
USMV ISHARES TR | MSCI USA MIN VOL | 46429B697 | $7.67M | 3 % | 81,697 |
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