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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 | $267K | 0.1%Prev: 0.1% | 1,169 SH | Decreased |
| ALPHABET INC | CAP STK CL A | $860K | 0.3%Prev: 0.2% | 2,748 SH | Increased-1 SH |
| ALPHABET INC | CAP STK CL C | $531K | 0.2%Prev: 0.2% | 1,691 SH | Increased |
| AMAZON COM INC | COM | $1.0M | 0.4%Prev: 0.4% | 4,389 SH | Increased-1 SH |
| AMEREN CORP | COM | $240K | 0.1%Prev: 0.1% | 2,401 SH | Decreased |
| APPLE INC | COM | $4.7M | 1.6%Prev: 0.8% | 17,109 SH | Increased+8,795 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.5M | 0.5%Prev: 0.5% | 2,894 SH | Decreased-82 SH |
| BLACKROCK ETF TRUST | ISHARES A I INNO | $7.4M | 2.6%Prev: 2.3% | 222,402 SH | Increased+37,411 SH |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | $1.7M | 0.6% | 28,141 SH | New |
| BROADCOM INC | COM | $833K | 0.3%Prev: 0.3% | 2,408 SH | Increased |
| CAPITAL GRP FIXED INCM ETF | CORE BOND ETF | $823K | 0.3% | 31,024 SH | New |
| CAPITAL GRP FIXED INCM ETF | MUNICIPAL INCOME | $2.1M | 0.7% | 75,142 SH | New |
| CAPITAL GRP FIXED INCM ETF | SHORT DURATION M | $2.3M | 0.8% | 85,528 SH | New |
| CHEVRON CORP NEW | COM | $316K | 0.1%Prev: 0.1% | 2,074 SH | Decreased-11 SH |
| CORNING INC | COM | $317K | 0.1%Prev: 0.1% | 3,615 SH | Increased |
| DESIGNER BRANDS INC | CL A | $142K | 0.0%Prev: 0.0% | 19,166 SH | Increased |
| GILEAD SCIENCES INC | COM | $255K | 0.1%Prev: 0.1% | 2,080 SH | Increased |
| INVESCO EXCHANGE TRADED FD | S&P 500 TOP 50 | $307K | 0.1% | 5,181 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $354K | 0.1%Prev: 0.1% | 576 SH | Increased+17 SH |
| ISHARES INC | CORE MSCI EMKT | $7.9M | 2.8%Prev: 2.3% | 118,091 SH | Increased+22,636 SH |
| ISHARES INC | MSCI EMRG CHN | $1.3M | 0.4%Prev: 0.8% | 17,427 SH | Decreased-13,693 SH |
| ISHARES TR | CORE S&P SCP ETF | $7.5M | 2.6%Prev: 2.5% | 62,467 SH | Increased+4,107 SH |
| ISHARES TR | CORE S&P500 ETF | $369K | 0.1%Prev: 0.1% | 539 SH | Increased+15 SH |
| ISHARES TR | MSCI EAFE MIN VL | $910K | 0.3%Prev: 0.4% | 10,556 SH | Decreased-1,555 SH |
| ISHARES TR | MSCI USA MIN VOL | $7.1M | 2.5%Prev: 2.7% | 75,411 SH | Decreased-2,188 SH |
| ISHARES TR | MSCI USA MMENTM | $3.2M | 1.1%Prev: 1.2% | 12,904 SH | Decreased-390 SH |
| ISHARES TR | MSCI USA QLT FCT | $24.4M | 8.5%Prev: 9.0% | 122,770 SH | Decreased-2,906 SH |
| ISHARES TR | MSCI USA VALUE | $259K | 0.1%Prev: 0.1% | 1,897 SH | Increased+11 SH |
| ISHARES TR | NATIONAL MUN ETF | $2.0M | 0.7%Prev: 0.5% | 18,682 SH | Increased+4,655 SH |
| ISHARES TR | U.S. TECH ETF | $1.8M | 0.6%Prev: 1.0% | 8,943 SH | Decreased-4,752 SH |
| ISHARES TR | US INFRASTRUC | $739K | 0.3%Prev: 0.5% | 14,045 SH | Decreased-10,484 SH |
| ISHARES U S ETF TR | SHORT MATURITY M | $320K | 0.1%Prev: 0.1% | 6,366 SH | Decreased+10 SH |
| JOHNSON & JOHNSON | COM | $233K | 0.1%Prev: 0.1% | 1,127 SH | Increased+13 SH |
| JPMORGAN CHASE & CO. | COM | $653K | 0.2%Prev: 0.2% | 2,026 SH | Increased+11 SH |
| MASTERCARD INCORPORATED | CL A | $213K | 0.1%Prev: 0.1% | 373 SH | Increased |
| META PLATFORMS INC | CL A | $297K | 0.1%Prev: 0.1% | 450 SH | Decreased-1 SH |
| MICROSOFT CORP | COM | $1.1M | 0.4%Prev: 0.4% | 2,287 SH | Decreased |
| MIDDLEFIELD BANC CORP | COM NEW | $313K | 0.1%Prev: 0.1% | 9,064 SH | Increased |
| NVIDIA CORPORATION | COM | $6.4M | 2.2%Prev: 2.4% | 34,440 SH | Decreased-453 SH |
| PRINCIPAL FINANCIAL GROUP | COM | $294K | 0.1% | 3,332 SH | New |
| PROCTER AND GAMBLE CO | COM | $201K | 0.1%Prev: 0.1% | 1,406 SH | Increased+95 SH |
| RICHMOND MUT BANCORPORATION | COM | $604K | 0.2%Prev: 0.2% | 43,004 SH | Decreased |
| RTX CORPORATION | COM | $384K | 0.1%Prev: 0.1% | 2,097 SH | Increased+1 SH |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $461K | 0.2%Prev: 0.2% | 14,070 SH | Decreased+180 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | $24.8M | 8.6%Prev: 8.1% | 548,291 SH | Increased+36,484 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $295K | 0.1% | 10,839 SH | New |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $2.9M | 1.0%Prev: 1.0% | 120,794 SH | Increased+3,075 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $1.8M | 0.6%Prev: 0.7% | 69,231 SH | Decreased-2,027 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $4.4M | 1.5%Prev: 1.5% | 160,120 SH | Increased+9,298 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $27.1M | 9.4%Prev: 9.4% | 830,536 SH | Increased+25,751 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $20.1M | 7.0%Prev: 6.9% | 680,325 SH | Increased+30,716 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $939K | 0.3%Prev: 0.3% | 32,957 SH | Increased+145 SH |
| SOUTHERN CO | COM | $216K | 0.1%Prev: 0.1% | 2,479 SH | Decreased-26 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $7.6M | 2.6%Prev: 2.8% | 11,119 SH | Increased-189 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $27.1M | 9.4% | 355,327 SH | New |
| STIFEL FINL CORP | COM | $216K | 0.1% | 1,721 SH | New |
| T ROWE PRICE ETF INC | CAP APPRECIATION | $770K | 0.3%Prev: 0.2% | 20,142 SH | Increased+4,496 SH |
| T ROWE PRICE ETF INC | PRICE GRW STOCK | $1.2M | 0.4%Prev: 0.4% | 25,411 SH | Increased |
| TESLA INC | COM | $326K | 0.1%Prev: 0.1% | 724 SH | Increased-2 SH |
| TORO CO | COM | $417K | 0.1%Prev: 0.1% | 5,294 SH | Increased+15 SH |
| UPSTART HLDGS INC | COM | $263K | 0.1%Prev: 0.1% | 6,007 SH | Decreased |
| VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | $396K | 0.1%Prev: 0.1% | 3,573 SH | Increased+16 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $989K | 0.3%Prev: 0.6% | 13,351 SH | Decreased-9,525 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $17.7M | 6.1%Prev: 6.5% | 36,185 SH | Decreased-685 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $740K | 0.3%Prev: 0.3% | 3,495 SH | Increased-1 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $622K | 0.2%Prev: 0.2% | 2,410 SH | Increased+16 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $2.0M | 0.7%Prev: 0.7% | 6,683 SH | Increased-81 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $274K | 0.1%Prev: 0.1% | 816 SH | Increased+2 SH |
| VANGUARD INDEX FDS | VALUE ETF | $11.0M | 3.8%Prev: 3.9% | 57,705 SH | Increased+218 SH |
| VANGUARD MALVERN FDS | CORE BD ETF | $16.8M | 5.8%Prev: 5.2% | 215,100 SH | Increased+32,650 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $1.4M | 0.5%Prev: 0.5% | 6,451 SH | Increased+46 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $1.8M | 0.6%Prev: 0.1% | 23,761 SH | Increased+19,805 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $226K | 0.1%Prev: 0.1% | 1,575 SH | Increased-2 SH |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | $14.8M | 5.1%Prev: 5.4% | 162,197 SH | Increased-2,321 SH |
| VANGUARD WORLD FD | CONSUM STP ETF | $3.9M | 1.3%Prev: 1.5% | 18,299 SH | Decreased-862 SH |
| VISA INC | COM CL A | $660K | 0.2%Prev: 0.2% | 1,883 SH | Increased-2 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 |