KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationdublin, OH
- CIK0002035883
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
71 | $221.81 M | QUAL, SCHG, FNDF, SCHV | 13F-HR | May 12, 2025 | 000121465925007390 | ||
70 | $213.45 M | QUAL, SCHG, VUG, FNDF | 13F-HR | Jan 14, 2025 | 000121465925000551 | ||
71 | $205.27 M | QUAL, SCHG, FNDF, VUG | 13F-HR | Oct 9, 2024 | 000121465924017369 | ||
64 | $182.09 M | SCHG, VUG, FNDF, QUAL | 13F-HR | Oct 3, 2024 | 000121465924017109 | ||
64 | $166.49 M | FNDF, VUG, SCHG, USMV | 13F-HR | Oct 3, 2024 | 000121465924017108 | ||
56 | $138.28 M | USMV, FNDF, VUG, SCHG | 13F-HR | Oct 3, 2024 | 000121465924017103 | ||
47 | $110.34 M | USMV, MTUM, FNDF, VANGUARD WORLD FDS | 13F-HR | Oct 3, 2024 | 000121465924017101 | ||
50 | $108.60 M | USMV, EFAV, MTUM, VANGUARD WORLD FDS | 13F-HR | Oct 3, 2024 | 000121465924017099 |