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KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT

Q1 2026 13F Holdings

  • Location
    dublin, OH
  • Num holdings

    82

  • Value ($000)

    $294,759

  • Date Filed
    05/04/2026
  • Form type
    13F-HR
  • CIK
    0002035883
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
F
FNDF

SCHWAB STRATEGIC TR

FUNDAMENTAL INTL
808524755
$27.12M
9 %

554,239

S
SCHG

SCHWAB STRATEGIC TR

US LCAP GR ETF
808524300
$24.63M
8 %

845,477

S
SCHV

SCHWAB STRATEGIC TR

US LCAP VA ETF
808524409
$20.96M
7 %

687,339

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78464A854
$20.75M
7 %

271,144

Q
QUAL

ISHARES TR

MSCI USA QLT FCT
46432F339
$17.49M
6 %

91,166

V
VCRB

VANGUARD MALVERN FDS

CORE BD ETF
922020748
$17.35M
6 %

224,174

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$16.06M
5 %

36,765

V
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$11.55M
4 %

58,856

V
VIGI

VANGUARD WHITEHALL FDS

INTL DVD ETF
921946810
$10.67M
4 %

120,568

I
IEMG

ISHARES INC

CORE MSCI EMKT
46434G103
$8.8M
3 %

126,216

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