KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT

CIK 0002035883 • 6 13F filings • May 12, 2025 – Jul 24, 2026

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Filer information

Filed by: KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT, DIRECTOR OF OPERATIONS
Address: 565 Metro Place South Suite 280, Dublin, OH, 43017
Phone: 6147914123
AUM: $288.4M

AUM over time

$352.3M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsEnergyOther

Holdings by filing

Portfolio value: $249.9M77 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$214K	0.1%Prev: 0.1%	1,150 SH	Decreased+87 SH
ALPHABET INC	CAP STK CL A	$475K	0.2%Prev: 0.3%	2,698 SH	Decreased-344 SH
ALPHABET INC	CAP STK CL C	$298K	0.1%Prev: 0.2%	1,679 SH	Decreased-13 SH
AMAZON COM INC	COM	$958K	0.4%Prev: 0.4%	4,367 SH	Decreased-1,649 SH
AMEREN CORP	COM	$230K	0.1%Prev: 0.1%	2,400 SH	Decreased-1 SH
APPLE INC	COM	$1.7M	0.7%Prev: 1.4%	8,282 SH	Decreased-8,403 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.4M	0.6%Prev: 0.5%	2,967 SH	Increased+73 SH
BLACKROCK ETF TRUST	ISHARES A I INNO	$2.4M	0.9%Prev: 2.7%	82,084 SH	Decreased-158,775 SH
BROADCOM INC	COM	$660K	0.3%Prev: 0.3%	2,395 SH	Decreased-64 SH
CAPITAL GRP FIXED INCM ETF T	CORE BOND ETF	$3.4M	1.4%Prev: 0.1%	128,648 SH	Increased+112,389 SH
CAPITAL GRP FIXED INCM ETF T	MUNICIPAL INCOME	$2.0M	0.8%Prev: 0.7%	75,108 SH	Decreased-578 SH
CAPITAL GRP FIXED INCM ETF T	SHORT DURATION M	$1.7M	0.7%Prev: 0.9%	65,227 SH	Decreased-32,700 SH
CHEVRON CORP NEW	COM	$299K	0.1%	2,087 SH	New
DESIGNER BRANDS INC	CL A	$46K	0.0%Prev: 0.0%	19,166 SH	Decreased
GALLAGHER ARTHUR J & CO	COM	$236K	0.1%	737 SH	New
GILEAD SCIENCES INC	COM	$230K	0.1%Prev: 0.1%	2,079 SH	Decreased-1 SH
INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$351K	0.1%Prev: 0.1%	6,743 SH	Increased+1,738 SH
INVESCO QQQ TR	UNIT SER 1	$249K	0.1%Prev: 0.1%	451 SH	Decreased-185 SH
ISHARES INC	CORE MSCI EMKT	$2.6M	1.0%Prev: 3.0%	42,618 SH	Decreased-83,598 SH
ISHARES INC	MSCI EMRG CHN	$4.8M	1.9%Prev: 0.3%	76,204 SH	Increased+64,629 SH
ISHARES TR	20 YR TR BD ETF	$1.0M	0.4%	11,551 SH	New
ISHARES TR	CORE S&P SCP ETF	$5.9M	2.4%Prev: 2.7%	54,392 SH	Decreased-9,029 SH
ISHARES TR	CORE S&P500 ETF	$319K	0.1%Prev: 0.1%	513 SH	Decreased-62 SH
ISHARES TR	MSCI EAFE MIN VL	$1.1M	0.4%Prev: 0.3%	12,962 SH	Increased+2,406 SH
ISHARES TR	MSCI USA MIN VOL	$7.7M	3.1%Prev: 2.4%	81,697 SH	Increased+6,972 SH
ISHARES TR	MSCI USA MMENTM	$3.3M	1.3%Prev: 1.0%	13,877 SH	Increased+1,092 SH
ISHARES TR	MSCI USA QLT FCT	$21.8M	8.7%Prev: 5.9%	119,148 SH	Increased+27,982 SH
ISHARES TR	MSCI USA VALUE	$212K	0.1%Prev: 0.1%	1,876 SH	Decreased-30 SH
ISHARES TR	NATIONAL MUN ETF	$1.0M	0.4%Prev: 0.7%	9,668 SH	Decreased-10,554 SH
ISHARES TR	U.S. TECH ETF	$4.9M	2.0%Prev: 0.5%	28,382 SH	Increased+21,062 SH
ISHARES TR	US INFRASTRUC	$3.0M	1.2%Prev: 0.2%	60,086 SH	Increased+50,966 SH
ISHARES U S ETF TR	SHORT MATURITY M	$420K	0.2%Prev: 0.1%	8,347 SH	Increased+2,395 SH
JPMORGAN CHASE & CO.	COM	$578K	0.2%	1,992 SH	New
MASTERCARD INCORPORATED	CL A	$208K	0.1%	370 SH	New
META PLATFORMS INC	CL A	$328K	0.1%Prev: 0.1%	445 SH	Increased-14 SH
MICROSOFT CORP	COM	$1.2M	0.5%Prev: 0.3%	2,485 SH	Increased+151 SH
MIDDLEFIELD BANC CORP	COM NEW	$282K	0.1%	9,380 SH	New
NVIDIA CORPORATION	COM	$5.7M	2.3%Prev: 2.0%	36,023 SH	Decreased+1,476 SH
PRINCIPAL FINANCIAL GROUP IN	COM	$265K	0.1%Prev: 0.1%	3,332 SH	Decreased
PROCTER AND GAMBLE CO	COM	$208K	0.1%	1,303 SH	New
RICHMOND MUT BANCORPORATION	COM	$593K	0.2%Prev: 0.2%	43,004 SH	Increased
RTX CORPORATION	COM	$306K	0.1%Prev: 0.1%	2,096 SH	Decreased-1 SH
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$439K	0.2%Prev: 0.2%	14,556 SH	Decreased+788 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$19.2M	7.7%Prev: 9.2%	480,682 SH	Decreased-73,557 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$2.6M	1.0%Prev: 1.0%	117,454 SH	Decreased-2,680 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$1.8M	0.7%Prev: 0.6%	74,079 SH	Increased+6,256 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$3.7M	1.5%Prev: 1.7%	141,206 SH	Decreased-25,717 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$22.6M	9.1%Prev: 8.4%	774,887 SH	Decreased-70,590 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$17.1M	6.8%Prev: 7.1%	618,080 SH	Decreased-69,259 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$861K	0.3%Prev: 0.3%	34,024 SH	Decreased+853 SH
SOUTHERN CO	COM	$230K	0.1%Prev: 0.1%	2,502 SH	Decreased+21 SH
SPDR S&P 500 ETF TR	TR UNIT	$6.9M	2.8%	11,230 SH	New
SPDR SERIES TRUST	FACTST INV ETF	$370K	0.1%	1,954 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P500	$17.4M	7.0%	239,783 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P600	$2.3M	0.9%	54,408 SH	New
SPDR SERIES TRUST	S&P 600 SMCP GRW	$1.1M	0.4%	12,424 SH	New
SPDR SERIES TRUST	S&P 600 SMCP VAL	$2.1M	0.8%	26,187 SH	New
T ROWE PRICE ETF INC	CAP APPRECIATION	$292K	0.1%Prev: 0.3%	8,268 SH	Decreased-17,184 SH
T ROWE PRICE ETF INC	PRICE GRW STOCK	$1.1M	0.4%Prev: 0.3%	25,411 SH	Increased+126 SH
TESLA INC	COM	$226K	0.1%Prev: 0.1%	710 SH	Decreased-21 SH
TORO CO	COM	$372K	0.1%Prev: 0.2%	5,264 SH	Decreased-43 SH
UPSTART HLDGS INC	COM	$389K	0.2%	6,007 SH	New
VANGUARD ADMIRAL FDS INC	SMLLCP 600 IDX	$360K	0.1%Prev: 0.1%	3,557 SH	Decreased-16 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$3.4M	1.4%Prev: 0.3%	46,262 SH	Increased+34,922 SH
VANGUARD INDEX FDS	GROWTH ETF	$16.4M	6.6%Prev: 5.4%	37,390 SH	Increased+625 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$688K	0.3%Prev: 0.3%	3,529 SH	Decreased+46 SH
VANGUARD INDEX FDS	SMALL CP ETF	$582K	0.2%Prev: 0.2%	2,456 SH	Decreased+58 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$1.9M	0.8%Prev: 0.7%	6,836 SH	Decreased+151 SH
VANGUARD INDEX FDS	VALUE ETF	$10.2M	4.1%Prev: 3.9%	57,882 SH	Decreased-974 SH
VANGUARD MALVERN FDS	CORE BD ETF	$9.4M	3.8%Prev: 5.9%	121,433 SH	Decreased-102,741 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.3M	0.5%Prev: 0.5%	6,462 SH	Decreased-29 SH
VANGUARD STAR FDS	VG TL INTL STK F	$271K	0.1%Prev: 2.1%	3,917 SH	Decreased-77,023 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$213K	0.1%Prev: 0.1%	1,598 SH	Decreased+26 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$13.8M	5.5%Prev: 3.6%	152,675 SH	Increased+32,107 SH
VANGUARD WORLD FD	CONSUM STP ETF	$4.3M	1.7%Prev: 1.4%	19,591 SH	Increased+1,764 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$240K	0.1%	967 SH	New
VISA INC	COM CL A	$1.1M	0.4%Prev: 0.2%	2,962 SH	Increased+1,079 SH

Sold (vs prior filing)

BLACKROCK ETF TRUST — $8.1M
CHEVRON CORPORATION — $430K
CORNING INC — $492K
ENTERPRISE PRODS PARTNERS L — $210K
EXXON MOBIL CORP — $260K
FARMERS NATIONAL BANC CORP — $312K
FIDELITY COVINGTON TRUST — $832K
JOHNSON & JOHNSON — $275K
JPMORGAN CHASE & CO — $583K
KINDER MORGAN INC DEL — $307K
PROCTER & GAMBLE CO — $204K
SCHWAB STRATEGIC TR — $3.5M
SPDR SERIES TRUST — $26.6M
STATE STR SPDR S&P 500 ETF T — $8.3M
USA COMPRESSION PARTNERS LP — $449K
VANGUARD INDEX FDS — $1.1M
VANGUARD INDEX FDS — $262K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 27, 2026	Q4 2025	13F-HR	0001214659-26-000861	$288.4M	View
Oct 29, 2025	Q3 2025	13F-HR	0001214659-25-015511	$272.8M	View
Jul 24, 2026