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CIK 0002035883 • 6 13F filings • May 12, 2025 – Jul 24, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $235K | 0.1% | 1,147 SH | |
| ALPHABET INC | CAP STK CL A | $414K | 0.2% | 2,681 SH | |
| ALPHABET INC | CAP STK CL C | $260K | 0.1% | 1,666 SH | |
| AMAZON COM INC | COM | $825K | 0.4% | 4,280 SH | |
| AMEREN CORP | COM | $239K | 0.1% | 2,400 SH | |
| APPLE INC | COM | $1.8M | 0.8% | 8,242 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.6M | 0.7% | 2,982 SH | |
| BROADCOM INC | COM | $403K | 0.2% | 2,385 SH | |
| CAPITAL GRP FIXED INCM ETF T | CORE BOND ETF | $4.8M | 2.2% | 184,480 SH | |
| CAPITAL GRP FIXED INCM ETF T | MUNICIPAL INCOME | $1.0M | 0.5% | 37,396 SH | |
| CAPITAL GRP FIXED INCM ETF T | SHORT DURATION M | $974K | 0.4% | 37,460 SH | |
| CHEVRON CORP NEW | COM | $348K | 0.2% | 2,094 SH | |
| DESIGNER BRANDS INC | CL A | $68K | 0.0% | 19,166 SH | |
| GALLAGHER ARTHUR J & CO | COM | $251K | 0.1% | 736 SH | |
| GILEAD SCIENCES INC | COM | $232K | 0.1% | 2,075 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P 500 TOP 50 | $309K | 0.1% | 6,743 SH | |
| ISHARES INC | MSCI EMRG CHN | $6.3M | 2.8% | 113,860 SH | |
| ISHARES TR | 20 YR TR BD ETF | $1.6M | 0.7% | 17,569 SH | |
| ISHARES TR | CORE S&P SCP ETF | $5.5M | 2.5% | 53,043 SH | |
| ISHARES TR | CORE S&P500 ETF | $286K | 0.1% | 512 SH | |
| ISHARES TR | MSCI EAFE MIN VL | $1.0M | 0.5% | 12,801 SH | |
| ISHARES TR | MSCI USA MIN VOL | $7.6M | 3.4% | 82,472 SH | |
| ISHARES TR | MSCI USA MMENTM | $2.8M | 1.3% | 13,947 SH | |
| ISHARES TR | MSCI USA QLT FCT | $19.7M | 8.9% | 116,406 SH | |
| ISHARES TR | NATIONAL MUN ETF | $759K | 0.3% | 7,220 SH | |
| ISHARES TR | U.S. TECH ETF | $5.7M | 2.6% | 40,591 SH | |
| ISHARES TR | US INFRASTRUC | $4.0M | 1.8% | 89,626 SH | |
| ISHARES U S ETF TR | SHORT MATURITY M | $416K | 0.2% | 8,286 SH | |
| JPMORGAN CHASE & CO. | COM | $481K | 0.2% | 1,982 SH | |
| META PLATFORMS INC | CL A | $222K | 0.1% | 385 SH | |
| MICROSOFT CORP | COM | $859K | 0.4% | 2,266 SH | |
| MIDDLEFIELD BANC CORP | COM NEW | $275K | 0.1% | 10,058 SH | |
| NVIDIA CORPORATION | COM | $4.1M | 1.8% | 37,204 SH | |
| PRINCIPAL FINANCIAL GROUP IN | COM | $277K | 0.1% | 3,332 SH | |
| PROCTER AND GAMBLE CO | COM | $201K | 0.1% | 1,195 SH | |
| RICHMOND MUT BANCORPORATION | COM | $556K | 0.3% | 43,004 SH | |
| RTX CORPORATION | COM | $278K | 0.1% | 2,108 SH | |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $406K | 0.2% | 14,721 SH | |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | $17.0M | 7.7% | 465,943 SH | |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $2.4M | 1.1% | 118,184 SH | |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $1.6M | 0.7% | 73,460 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $2.7M | 1.2% | 98,738 SH | |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $18.4M | 8.3% | 736,441 SH | |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $15.8M | 7.1% | 599,243 SH | |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $794K | 0.4% | 33,834 SH | |
| SOUTHERN CO | COM | $227K | 0.1% | 2,496 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $6.1M | 2.7% | 10,943 SH | |
| SPDR SER TR | FACTST INV ETF | $369K | 0.2% | 2,276 SH | |
| SPDR SER TR | PORTFOLIO S&P500 | $15.4M | 6.9% | 235,310 SH | |
| SPDR SER TR | PORTFOLIO S&P600 | $2.3M | 1.0% | 56,702 SH | |
| SPDR SER TR | S&P 600 SMCP GRW | $1.0M | 0.5% | 12,392 SH | |
| SPDR SER TR | S&P 600 SMCP VAL | $2.0M | 0.9% | 26,061 SH | |
| T ROWE PRICE ETF INC | CAP APPRECIATION | $425K | 0.2% | 13,218 SH | |
| T ROWE PRICE ETF INC | PRICE GRW STOCK | $912K | 0.4% | 25,411 SH | |
| TORO CO | COM | $459K | 0.2% | 6,266 SH | |
| UPSTART HLDGS INC | COM | $284K | 0.1% | 6,007 SH | |
| VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | $341K | 0.2% | 3,557 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $5.0M | 2.2% | 67,831 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $13.9M | 6.3% | 37,486 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $659K | 0.3% | 3,549 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $455K | 0.2% | 2,052 SH | |
| VANGUARD INDEX FDS | SML CP GRW ETF | $1.7M | 0.8% | 6,886 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $9.5M | 4.3% | 55,710 SH | |
| VANGUARD MALVERN FDS | CORE BD ETF | $6.1M | 2.8% | 79,103 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $1.2M | 0.5% | 6,115 SH | |
| VANGUARD STAR FDS | VG TL INTL STK F | $244K | 0.1% | 3,909 SH | |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $203K | 0.1% | 1,590 SH | |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | $12.5M | 5.6% | 149,732 SH | |
| VANGUARD WORLD FD | CONSUM STP ETF | $4.2M | 1.9% | 19,545 SH | |
| VANGUARD WORLD FD | HEALTH CAR ETF | $253K | 0.1% | 964 SH | |
| VISA INC | COM CL A | $265K | 0.1% | 773 SH |
| Q2 2026 |
| 13F-HR |
| 0001214659-26-008871 |
| $352.3M |
| View |
| Jul 28, 2025 | Q2 2025 | 13F-HR | 0001214659-25-010956 | $249.9M | View |
| May 4, 2026 | Q1 2026 | 13F-HR | 0001214659-26-005467 | $294.8M | View |
| May 12, 2025 | Q1 2025 | 13F-HR | 0001214659-25-007390 | $221.8M | View |