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: $294.8M79 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$231K	0.1%Prev: 0.1%	1,063 SH	Decreased-84 SH
ALPHABET INC	CAP STK CL A	$875K	0.3%Prev: 0.2%	3,042 SH	Increased+361 SH
ALPHABET INC	CAP STK CL C	$485K	0.2%Prev: 0.1%	1,692 SH	Increased+26 SH
AMAZON COM INC	COM	$1.3M	0.4%Prev: 0.4%	6,016 SH	Increased+1,736 SH
AMEREN CORP	COM	$264K	0.1%Prev: 0.1%	2,401 SH	Increased+1 SH
APPLE INC	COM	$4.2M	1.4%Prev: 0.8%	16,685 SH	Increased+8,443 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.4M	0.5%Prev: 0.7%	2,894 SH	Decreased-88 SH
BLACKROCK ETF TRUST	ISHARES A I INNO	$7.9M	2.7%	240,859 SH	New
BLACKROCK ETF TRUST	ISHARES US EQUIT	$8.1M	2.7%	138,825 SH	New
BROADCOM INC	COM	$761K	0.3%Prev: 0.2%	2,459 SH	Increased+74 SH
CAPITAL GRP FIXED INCM ETF T	CORE BOND ETF	$427K	0.1%Prev: 2.2%	16,259 SH	Decreased-168,221 SH
CAPITAL GRP FIXED INCM ETF T	MUNICIPAL INCOME	$2.1M	0.7%Prev: 0.5%	75,686 SH	Increased+38,290 SH
CAPITAL GRP FIXED INCM ETF T	SHORT DURATION M	$2.6M	0.9%Prev: 0.4%	97,927 SH	Increased+60,467 SH
CHEVRON CORPORATION	COM	$430K	0.1%	2,078 SH	New
CORNING INC	COM	$492K	0.2%	3,615 SH	New
DESIGNER BRANDS INC	CL A	$109K	0.0%Prev: 0.0%	19,166 SH	Increased
ENTERPRISE PRODS PARTNERS L	COM	$210K	0.1%	5,558 SH	New
EXXON MOBIL CORP	COM	$260K	0.1%	1,530 SH	New
FARMERS NATIONAL BANC CORP	COM	$312K	0.1%	23,713 SH	New
FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$832K	0.3%	4,000 SH	New
GILEAD SCIENCES INC	COM	$290K	0.1%Prev: 0.1%	2,080 SH	Increased+5 SH
INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$273K	0.1%Prev: 0.1%	5,005 SH	Decreased-1,738 SH
INVESCO QQQ TR	UNIT SER 1	$367K	0.1%	636 SH	New
ISHARES INC	CORE MSCI EMKT	$8.8M	3.0%	126,216 SH	New
ISHARES INC	MSCI EMRG CHN	$910K	0.3%Prev: 2.8%	11,575 SH	Decreased-102,285 SH
ISHARES TR	CORE S&P SCP ETF	$7.9M	2.7%Prev: 2.5%	63,421 SH	Increased+10,378 SH
ISHARES TR	CORE S&P500 ETF	$376K	0.1%Prev: 0.1%	575 SH	Increased+63 SH
ISHARES TR	MSCI EAFE MIN VL	$965K	0.3%Prev: 0.5%	10,556 SH	Decreased-2,245 SH
ISHARES TR	MSCI USA MIN VOL	$6.9M	2.4%Prev: 3.4%	74,725 SH	Decreased-7,747 SH
ISHARES TR	MSCI USA MMENTM	$3.1M	1.0%Prev: 1.3%	12,785 SH	Increased-1,162 SH
ISHARES TR	MSCI USA QLT FCT	$17.5M	5.9%Prev: 8.9%	91,166 SH	Decreased-25,240 SH
ISHARES TR	MSCI USA VALUE	$271K	0.1%	1,906 SH	New
ISHARES TR	NATIONAL MUN ETF	$2.1M	0.7%Prev: 0.3%	20,222 SH	Increased+13,002 SH
ISHARES TR	U.S. TECH ETF	$1.3M	0.5%Prev: 2.6%	7,320 SH	Decreased-33,271 SH
ISHARES TR	US INFRASTRUC	$522K	0.2%Prev: 1.8%	9,120 SH	Decreased-80,506 SH
ISHARES U S ETF TR	SHORT MATURITY M	$300K	0.1%Prev: 0.2%	5,952 SH	Decreased-2,334 SH
JOHNSON & JOHNSON	COM	$275K	0.1%	1,127 SH	New
JPMORGAN CHASE & CO	COM	$583K	0.2%	1,981 SH	New
KINDER MORGAN INC DEL	COM	$307K	0.1%	9,165 SH	New
META PLATFORMS INC	CL A	$262K	0.1%Prev: 0.1%	459 SH	Increased+74 SH
MICROSOFT CORP	COM	$864K	0.3%Prev: 0.4%	2,334 SH	Increased+68 SH
NVIDIA CORPORATION	COM	$6.0M	2.0%Prev: 1.8%	34,547 SH	Increased-2,657 SH
PRINCIPAL FINANCIAL GROUP IN	COM	$300K	0.1%Prev: 0.1%	3,332 SH	Increased
PROCTER & GAMBLE CO	COM	$204K	0.1%	1,409 SH	New
RICHMOND MUT BANCORPORATION	COM	$584K	0.2%Prev: 0.3%	43,004 SH	Increased
RTX CORPORATION	COM	$404K	0.1%Prev: 0.1%	2,097 SH	Increased-11 SH
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$454K	0.2%Prev: 0.2%	13,768 SH	Increased-953 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$27.1M	9.2%Prev: 7.7%	554,239 SH	Increased+88,296 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$3.5M	1.2%	127,177 SH	New
SCHWAB STRATEGIC TR	INTL EQTY ETF	$3.0M	1.0%Prev: 1.1%	120,134 SH	Increased+1,950 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$1.7M	0.6%Prev: 0.7%	67,823 SH	Increased-5,637 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$5.1M	1.7%Prev: 1.2%	166,923 SH	Increased+68,185 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$24.6M	8.4%Prev: 8.3%	845,477 SH	Increased+109,036 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$21.0M	7.1%Prev: 7.1%	687,339 SH	Increased+88,096 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$965K	0.3%Prev: 0.4%	33,171 SH	Increased-663 SH
SOUTHERN CO	COM	$239K	0.1%Prev: 0.1%	2,481 SH	Increased-15 SH
SPDR SERIES TRUST	STATE STREET SPD	$26.6M	9.0%	360,204 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$8.3M	2.8%	12,703 SH	New
T ROWE PRICE ETF INC	CAP APPRECIATION	$906K	0.3%Prev: 0.2%	25,452 SH	Increased+12,234 SH
T ROWE PRICE ETF INC	PRICE GRW STOCK	$1.0M	0.3%Prev: 0.4%	25,285 SH	Increased-126 SH
TESLA INC	COM	$272K	0.1%	731 SH	New
TORO CO	COM	$496K	0.2%Prev: 0.2%	5,307 SH	Increased-959 SH
USA COMPRESSION PARTNERS LP	COM UNIT LTDPAR	$449K	0.2%	16,548 SH	New
VANGUARD ADMIRAL FDS INC	SMLLCP 600 IDX	$410K	0.1%Prev: 0.2%	3,573 SH	Increased+16 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$835K	0.3%Prev: 2.2%	11,340 SH	Decreased-56,491 SH
VANGUARD INDEX FDS	GROWTH ETF	$16.1M	5.4%Prev: 6.3%	36,765 SH	Increased-721 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.1M	0.4%	1,856 SH	New
VANGUARD INDEX FDS	SM CP VAL ETF	$757K	0.3%Prev: 0.3%	3,483 SH	Increased-66 SH
VANGUARD INDEX FDS	SMALL CP ETF	$628K	0.2%Prev: 0.2%	2,398 SH	Increased+346 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$2.0M	0.7%Prev: 0.8%	6,685 SH	Increased-201 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$262K	0.1%	817 SH	New
VANGUARD INDEX FDS	VALUE ETF	$11.5M	3.9%Prev: 4.3%	58,856 SH	Increased+3,146 SH
VANGUARD MALVERN FDS	CORE BD ETF	$17.3M	5.9%Prev: 2.8%	224,174 SH	Increased+145,071 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.4M	0.5%Prev: 0.5%	6,491 SH	Increased+376 SH
VANGUARD STAR FDS	VG TL INTL STK F	$6.2M	2.1%Prev: 0.1%	80,940 SH	Increased+77,031 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$233K	0.1%Prev: 0.1%	1,572 SH	Increased-18 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$10.7M	3.6%Prev: 5.6%	120,568 SH	Decreased-29,164 SH
VANGUARD WORLD FD	CONSUM STP ETF	$4.0M	1.4%Prev: 1.9%	17,827 SH	Decreased-1,718 SH
VISA INC	COM CL A	$569K	0.2%Prev: 0.1%	1,883 SH	Increased+1,110 SH

Sold (vs prior filing)

CHEVRON CORP NEW — $348K
GALLAGHER ARTHUR J & CO — $251K
ISHARES TR — $1.6M
JPMORGAN CHASE & CO. — $481K
MIDDLEFIELD BANC CORP — $275K
PROCTER AND GAMBLE CO — $201K
SPDR S&P 500 ETF TR — $6.1M
SPDR SER TR — $369K
SPDR SER TR — $15.4M
SPDR SER TR — $2.3M
SPDR SER TR — $1.0M
SPDR SER TR — $2.0M
UPSTART HLDGS INC — $284K
VANGUARD WORLD FD — $253K

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