KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT
Q4 2025 13F Holdings
- Locationdublin, OH
- Num holdings
79
- Value ($000)
$288,437
- Date Filed01/27/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $27.09M | 9 % | 830,536 | ||
SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524755 | $24.79M | 9 % | 548,291 | ||
ISHARES TR | MSCI USA QLT FCT | 46432F339 | $24.38M | 9 % | 122,770 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A854 | $21.39M | 7 % | 266,614 | ||
SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | $20.14M | 7 % | 680,325 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $17.65M | 6 % | 36,185 | ||
VANGUARD MALVERN FDS | CORE BD ETF | 922020748 | $16.76M | 6 % | 215,100 | ||
VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 | $14.83M | 5 % | 162,197 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | $11.02M | 4 % | 57,705 | ||
ISHARES INC | CORE MSCI EMKT | 46434G103 | $7.94M | 3 % | 118,091 |
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