KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT
Q4 2024 13F Holdings
- Locationdublin, OH
- Num holdings
70
- Value ($000)
$213,446
- Date Filed01/14/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $19.37M | 9 % | 108,747 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $19.25M | 9 % | 690,562 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $15.89M | 7 % | 38,723 | ||
FNDF SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524755 | $14.86M | 7 % | 447,422 | ||
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $14.55M | 7 % | 211,072 | ||
SCHV SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | $14.49M | 7 % | 555,954 | ||
VIGI VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 | $11.12M | 5 % | 139,051 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $9.45M | 4 % | 55,836 | ||
USMV ISHARES TR | MSCI USA MIN VOL | 46429B697 | $7.76M | 4 % | 87,362 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $7.26M | 3 % | 100,899 |
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