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: $272.8M79 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$271K	0.1%Prev: 0.1%	1,169 SH	Decreased+16 SH
ALPHABET INC	CAP STK CL A	$668K	0.2%Prev: 0.3%	2,749 SH	Decreased-294 SH
ALPHABET INC	CAP STK CL C	$412K	0.2%Prev: 0.2%	1,691 SH	Decreased-111 SH
AMAZON COM INC	COM	$964K	0.4%Prev: 0.4%	4,390 SH	Decreased-1,822 SH
AMEREN CORP	COM	$251K	0.1%Prev: 0.1%	2,401 SH	Decreased
APPLE INC	COM	$2.1M	0.8%Prev: 1.4%	8,314 SH	Decreased-8,424 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.5M	0.5%Prev: 0.4%	2,976 SH	Increased+180 SH
BLACKROCK ETF TRUST	ISHARES A I INNO	$6.3M	2.3%	184,991 SH	New
BROADCOM INC	COM	$794K	0.3%Prev: 0.3%	2,408 SH	Decreased-120 SH
CAPITAL GRP FIXED INCM ETF T	CORE BOND ETF	$1.5M	0.5%Prev: 0.1%	54,723 SH	Increased+39,858 SH
CAPITAL GRP FIXED INCM ETF T	MUNICIPAL INCOME	$2.0M	0.7%	73,646 SH	New
CAPITAL GRP FIXED INCM ETF T	SHORT DURATION M	$2.2M	0.8%	81,615 SH	New
CHEVRON CORP NEW	COM	$324K	0.1%	2,085 SH	New
CORNING INC	COM	$297K	0.1%Prev: 0.3%	3,615 SH	Decreased
DESIGNER BRANDS INC	CL A	$68K	0.0%Prev: 0.0%	19,166 SH	Decreased
GALLAGHER ARTHUR J & CO	COM	$228K	0.1%	737 SH	New
GILEAD SCIENCES INC	COM	$231K	0.1%Prev: 0.1%	2,080 SH	Decreased
INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$298K	0.1%Prev: 0.1%	5,181 SH	Increased+966 SH
INVESCO QQQ TR	UNIT SER 1	$335K	0.1%Prev: 0.1%	559 SH	Decreased-90 SH
ISHARES INC	CORE MSCI EMKT	$6.3M	2.3%Prev: 3.2%	95,455 SH	Decreased-39,146 SH
ISHARES INC	MSCI EMRG CHN	$2.1M	0.8%Prev: 0.2%	31,120 SH	Increased+22,766 SH
ISHARES TR	20 YR TR BD ETF	$391K	0.1%	4,370 SH	New
ISHARES TR	CORE S&P SCP ETF	$6.9M	2.5%Prev: 2.8%	58,360 SH	Decreased-7,256 SH
ISHARES TR	CORE S&P500 ETF	$351K	0.1%Prev: 0.1%	524 SH	Decreased+2 SH
ISHARES TR	MSCI EAFE MIN VL	$1.0M	0.4%Prev: 0.2%	12,111 SH	Increased+2,795 SH
ISHARES TR	MSCI USA MIN VOL	$7.4M	2.7%	77,599 SH	New
ISHARES TR	MSCI USA MMENTM	$3.4M	1.2%Prev: 1.2%	13,294 SH	Decreased+470 SH
ISHARES TR	MSCI USA QLT FCT	$24.4M	9.0%Prev: 4.0%	125,676 SH	Increased+61,743 SH
ISHARES TR	MSCI USA VALUE	$236K	0.1%Prev: 0.1%	1,886 SH	Decreased-26 SH
ISHARES TR	NATIONAL MUN ETF	$1.5M	0.5%Prev: 0.6%	14,027 SH	Decreased-7,098 SH
ISHARES TR	U.S. TECH ETF	$2.7M	1.0%Prev: 0.4%	13,695 SH	Increased+7,666 SH
ISHARES TR	US INFRASTRUC	$1.3M	0.5%Prev: 0.1%	24,529 SH	Increased+17,853 SH
ISHARES U S ETF TR	SHORT MATURITY M	$321K	0.1%	6,356 SH	New
JOHNSON & JOHNSON	COM	$206K	0.1%Prev: 0.1%	1,114 SH	Decreased-13 SH
JPMORGAN CHASE & CO.	COM	$636K	0.2%	2,015 SH	New
MASTERCARD INCORPORATED	CL A	$212K	0.1%	373 SH	New
META PLATFORMS INC	CL A	$331K	0.1%Prev: 0.1%	451 SH	Increased-33 SH
MICROSOFT CORP	COM	$1.2M	0.4%Prev: 0.3%	2,287 SH	Increased-167 SH
MIDDLEFIELD BANC CORP	COM NEW	$272K	0.1%	9,064 SH	New
NVIDIA CORPORATION	COM	$6.5M	2.4%Prev: 2.0%	34,893 SH	Decreased+248 SH
PRINCIPAL FINANCIAL GROUP IN	COM	$276K	0.1%Prev: 0.1%	3,332 SH	Decreased
PROCTER AND GAMBLE CO	COM	$201K	0.1%	1,311 SH	New
RICHMOND MUT BANCORPORATION	COM	$611K	0.2%Prev: 0.2%	43,004 SH	Decreased
RTX CORPORATION	COM	$351K	0.1%Prev: 0.1%	2,096 SH	Decreased-1 SH
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$464K	0.2%Prev: 0.1%	13,890 SH	Decreased-107 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$22.0M	8.1%Prev: 8.5%	511,807 SH	Decreased-54,879 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$2.7M	1.0%Prev: 1.0%	117,719 SH	Decreased-3,756 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$1.8M	0.7%Prev: 0.6%	71,258 SH	Decreased+3,531 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$4.1M	1.5%Prev: 1.5%	150,822 SH	Decreased-15,196 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$25.7M	9.4%Prev: 8.3%	804,785 SH	Decreased-57,445 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$18.9M	6.9%Prev: 6.9%	649,609 SH	Decreased-50,308 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$915K	0.3%Prev: 0.3%	32,812 SH	Decreased-528 SH
SOUTHERN CO	COM	$237K	0.1%Prev: 0.1%	2,505 SH	Decreased+24 SH
SPDR S&P 500 ETF TR	TR UNIT	$7.5M	2.8%	11,308 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P500	$19.8M	7.3%	252,792 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P600	$2.5M	0.9%	54,941 SH	New
SPDR SERIES TRUST	S&P 600 SMCP GRW	$1.1M	0.4%	11,900 SH	New
SPDR SERIES TRUST	S&P 600 SMCP VAL	$2.3M	0.8%	25,680 SH	New
T ROWE PRICE ETF INC	CAP APPRECIATION	$590K	0.2%	15,646 SH	New
T ROWE PRICE ETF INC	PRICE GRW STOCK	$1.2M	0.4%	25,411 SH	New
TESLA INC	COM	$323K	0.1%Prev: 0.1%	726 SH	Increased-5 SH
TORO CO	COM	$402K	0.1%Prev: 0.1%	5,279 SH	Decreased+687 SH
UPSTART HLDGS INC	COM	$305K	0.1%Prev: 0.1%	6,007 SH	Increased
VANGUARD ADMIRAL FDS INC	SMLLCP 600 IDX	$393K	0.1%Prev: 0.1%	3,557 SH	Decreased+58 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$1.7M	0.6%Prev: 0.2%	22,876 SH	Increased+13,200 SH
VANGUARD INDEX FDS	GROWTH ETF	$17.7M	6.5%Prev: 5.6%	36,870 SH	Decreased-190,458 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$730K	0.3%Prev: 0.2%	3,496 SH	Decreased+2 SH
VANGUARD INDEX FDS	SMALL CP ETF	$609K	0.2%Prev: 0.2%	2,394 SH	Decreased+199 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$2.0M	0.7%Prev: 0.7%	6,764 SH	Decreased+92 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$267K	0.1%Prev: 0.1%	814 SH	Decreased-187 SH
VANGUARD INDEX FDS	VALUE ETF	$10.7M	3.9%Prev: 3.8%	57,487 SH	Decreased-3,494 SH
VANGUARD MALVERN FDS	CORE BD ETF	$14.3M	5.2%Prev: 5.4%	182,450 SH	Decreased-65,707 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.4M	0.5%Prev: 0.4%	6,405 SH	Decreased-261 SH
VANGUARD STAR FDS	VG TL INTL STK F	$291K	0.1%Prev: 3.2%	3,956 SH	Decreased-129,092 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$222K	0.1%Prev: 0.1%	1,577 SH	Decreased-2 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$14.7M	5.4%Prev: 2.3%	164,518 SH	Increased+78,067 SH
VANGUARD WORLD FD	CONSUM STP ETF	$4.1M	1.5%Prev: 1.1%	19,161 SH	Increased+1,845 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$252K	0.1%	972 SH	New
VISA INC	COM CL A	$643K	0.2%Prev: 0.1%	1,885 SH	Increased+1,110 SH

Sold (vs prior filing)

BLACKROCK ETF TRUST — $12.4M
BLACKROCK ETF TRUST — $16.1M
CAPITAL GRP FIXED INCM ETF T — $2.1M
CAPITAL GRP FIXED INCM ETF T — $3.0M
CHEVRON CORPORATION — $322K
CISCO SYS INC — $237K
ENTERPRISE PRODS PARTNERS L — $205K
FARMERS NATIONAL BANC CORP — $350K
FIDELITY COVINGTON TRUST — $1.1M
ISHARES TR — $6.9M
ISHARES TR — $232K
ISHARES U S ETF TR — $302K
JPMORGAN CHASE & CO — $649K
KINDER MORGAN INC DEL — $293K
MICRON TECHNOLOGY INC — $251K
SCHWAB STRATEGIC TR — $12.3M
SCHWAB STRATEGIC TR — $560K
SPDR SERIES TRUST — $25.0M
SPDR SERIES TRUST — $3.2M
SPDR SERIES TRUST — $1.2M
… and 6 more

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