KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT
Q2 2026 13F Holdings
- Locationdublin, OH
- Num holdings
85
- Value ($000)
$352,271
- Date Filed 07/24/2026
- 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 Q2 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524755 | $29.9M | 9 % | 566,686 | ||
SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $29.18M | 8 % | 862,230 | ||
SPDR SERIES TRUST | ST STR P500ETF | 78464A854 | $25.04M | 7 % | 284,987 | ||
SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | $24.36M | 7 % | 699,917 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $19.58M | 6 % | 227,328 | ||
VANGUARD MALVERN FDS | CORE BD ETF | 922020748 | $19.17M | 5 % | 248,157 | ||
BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $16.11M | 5 % | 236,828 | ||
ISHARES TR | MSCI USA QLT FCT | 46432F339 | $14.03M | 4 % | 63,933 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | $13.29M | 4 % | 60,981 | ||
BLACKROCK ETF TRUST | ISHA I IN TE ETF | 09290C780 | $12.4M | 4 % | 235,240 |
Rows Per Page
10
- 10
- 50
- 100