KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT
Q3 2025 13F Holdings
- Locationdublin, OH
- Num holdings
79
- Value ($000)
$272,829
- Date Filed 10/29/2025
- Form type13F-HR
- CIK 0002035883
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
S SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $25.68M | 9 % | 804,785 | ||
Q ISHARES TR | MSCI USA QLT FCT | 46432F339 | $24.44M | 9 % | 125,676 | ||
F SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524755 | $21.99M | 8 % | 511,807 | ||
K SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | $19.80M | 7 % | 252,792 | ||
S SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | $18.91M | 7 % | 649,609 | ||
V VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $17.68M | 7 % | 36,870 | ||
V VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 | $14.74M | 5 % | 164,518 | ||
V VANGUARD MALVERN FDS | CORE BD ETF | 922020748 | $14.31M | 5 % | 182,450 | ||
V VANGUARD INDEX FDS | VALUE ETF | 922908744 | $10.72M | 4 % | 57,487 | ||
S SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $7.53M | 3 % | 11,308 |
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