KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    dublin, OH
  • CIK
    0002035883
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

70

$213.45M
QUAL, SCHG, VUG, FNDF
13F-HR
Jan 14, 2025
000121465925000551

71

$205.27M
QUAL, SCHG, FNDF, VUG
13F-HR
Oct 9, 2024
000121465924017369

64

$182.09M
SCHG, VUG, FNDF, QUAL
13F-HR
Oct 3, 2024
000121465924017109

64

$166.49M
FNDF, VUG, SCHG, USMV
13F-HR
Oct 3, 2024
000121465924017108

56

$138.28M
USMV, FNDF, VUG, SCHG
13F-HR
Oct 3, 2024
000121465924017103

47

$110.34M
USMV, MTUM, FNDF, VANGUARD WORLD FDS
13F-HR
Oct 3, 2024
000121465924017101

50

$108.60M
USMV, EFAV, MTUM, VANGUARD WORLD FDS
13F-HR
Oct 3, 2024
000121465924017099
Keeler & Nadler Financial Planning & Wealth Management 13F Filings