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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 | $290K | 0.1%Prev: 0.1% | 1,153 SH | Increased+3 SH |
| ALPHABET INC | CAP STK CL A | $1.1M | 0.3%Prev: 0.2% | 3,043 SH | Increased+345 SH |
| ALPHABET INC | CAP STK CL C | $637K | 0.2%Prev: 0.1% | 1,802 SH | Increased+123 SH |
| AMAZON COM INC | COM | $1.5M | 0.4%Prev: 0.4% | 6,212 SH | Increased+1,845 SH |
| AMEREN CORP | COM | $271K | 0.1%Prev: 0.1% | 2,401 SH | Increased+1 SH |
| APPLE INC | COM | $4.8M | 1.4%Prev: 0.7% | 16,738 SH | Increased+8,456 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.4M | 0.4%Prev: 0.6% | 2,796 SH | Decreased-171 SH |
| BLACKROCK ETF TRUST | ISHA I IN TE ETF | $12.4M | 3.5% | 235,240 SH | New |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | $16.1M | 4.6% | 236,828 SH | New |
| BROADCOM INC | COM | $955K | 0.3%Prev: 0.3% | 2,528 SH | Increased+133 SH |
| CAPITAL GRP FIXED INCM ETF T | CORE BOND ETF | $389K | 0.1%Prev: 1.4% | 14,865 SH | Decreased-113,783 SH |
| CAPITAL GRP FIXED INCM ETF T | MUN INM ETF | $2.1M | 0.6% | 77,402 SH | New |
| CAPITAL GRP FIXED INCM ETF T | SHOR DUR MUN ETF | $3.0M | 0.9% | 115,067 SH | New |
| CHEVRON CORPORATION | COM | $322K | 0.1% | 1,944 SH | New |
| CISCO SYS INC | COM | $237K | 0.1% | 2,018 SH | New |
| CORNING INC | COM | $923K | 0.3% | 3,615 SH | New |
| DESIGNER BRANDS INC | CL A | $112K | 0.0%Prev: 0.0% | 19,166 SH | Increased |
| ENTERPRISE PRODS PARTNERS L | COM | $205K | 0.1% | 5,573 SH | New |
| FARMERS NATIONAL BANC CORP | COM | $350K | 0.1% | 23,989 SH | New |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | $1.1M | 0.3% | 4,000 SH | New |
| GILEAD SCIENCES INC | COM | $263K | 0.1%Prev: 0.1% | 2,080 SH | Increased+1 SH |
| INVESCO EXCHANGE TRADED FD T | S&P 500 TOP 50 | $258K | 0.1%Prev: 0.1% | 4,215 SH | Decreased-2,528 SH |
| INVESCO QQQ TR | UNIT SER 1 | $478K | 0.1%Prev: 0.1% | 649 SH | Increased+198 SH |
| ISHARES INC | CORE MSCI EMKT | $11.2M | 3.2%Prev: 1.0% | 134,601 SH | Increased+91,983 SH |
| ISHARES INC | MSCI EMRG CHN | $855K | 0.2%Prev: 1.9% | 8,354 SH | Decreased-67,850 SH |
| ISHARES TR | CORE S&P SCP ETF | $9.7M | 2.8%Prev: 2.4% | 65,616 SH | Increased+11,224 SH |
| ISHARES TR | CORE S&P500 ETF | $391K | 0.1%Prev: 0.1% | 522 SH | Increased+9 SH |
| ISHARES TR | MSCI EAFE MIN VL | $817K | 0.2%Prev: 0.4% | 9,316 SH | Decreased-3,646 SH |
| ISHARES TR | MSCI USA MIN ETF | $6.9M | 2.0% | 71,589 SH | New |
| ISHARES TR | MSCI USA MMENTM | $4.4M | 1.2%Prev: 1.3% | 12,824 SH | Increased-1,053 SH |
| ISHARES TR | MSCI USA QLT FCT | $14.0M | 4.0%Prev: 8.7% | 63,933 SH | Decreased-55,215 SH |
| ISHARES TR | MSCI USA VALUE | $382K | 0.1%Prev: 0.1% | 1,912 SH | Increased+36 SH |
| ISHARES TR | NATIONAL MUN ETF | $2.3M | 0.6%Prev: 0.4% | 21,125 SH | Increased+11,457 SH |
| ISHARES TR | RUSSELL 2000 ETF | $232K | 0.1% | 771 SH | New |
| ISHARES TR | U.S. TECH ETF | $1.5M | 0.4%Prev: 2.0% | 6,029 SH | Decreased-22,353 SH |
| ISHARES TR | US INFRASTRUC | $421K | 0.1%Prev: 1.2% | 6,676 SH | Decreased-53,410 SH |
| ISHARES U S ETF TR | SHOR MAT MUN ETF | $302K | 0.1% | 5,994 SH | New |
| JOHNSON & JOHNSON | COM | $286K | 0.1% | 1,127 SH | New |
| JPMORGAN CHASE & CO | COM | $649K | 0.2% | 1,982 SH | New |
| KINDER MORGAN INC DEL | COM | $293K | 0.1% | 9,165 SH | New |
| META PLATFORMS INC | CL A | $272K | 0.1%Prev: 0.1% | 484 SH | Decreased+39 SH |
| MICRON TECHNOLOGY INC | COM | $251K | 0.1% | 218 SH | New |
| MICROSOFT CORP | COM | $916K | 0.3%Prev: 0.5% | 2,454 SH | Decreased-31 SH |
| NVIDIA CORPORATION | COM | $6.9M | 2.0%Prev: 2.3% | 34,645 SH | Increased-1,378 SH |
| PRINCIPAL FINANCIAL GROUP IN | COM | $359K | 0.1%Prev: 0.1% | 3,332 SH | Increased |
| RICHMOND MUT BANCORPORATION | COM | $683K | 0.2%Prev: 0.2% | 43,004 SH | Increased |
| RTX CORPORATION | COM | $398K | 0.1%Prev: 0.1% | 2,097 SH | Increased+1 SH |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $508K | 0.1%Prev: 0.2% | 13,997 SH | Increased-559 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | $29.9M | 8.5%Prev: 7.7% | 566,686 SH | Increased+86,004 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | $12.3M | 3.5% | 396,028 SH | New |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $3.4M | 1.0%Prev: 1.0% | 121,475 SH | Increased+4,021 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $2.0M | 0.6%Prev: 0.7% | 67,727 SH | Increased-6,352 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $5.3M | 1.5%Prev: 1.5% | 166,018 SH | Increased+24,812 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $29.2M | 8.3%Prev: 9.1% | 862,230 SH | Increased+87,343 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $24.4M | 6.9%Prev: 6.8% | 699,917 SH | Increased+81,837 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $560K | 0.2% | 15,187 SH | New |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $1.2M | 0.3%Prev: 0.3% | 33,340 SH | Increased-684 SH |
| SOUTHERN CO | COM | $237K | 0.1%Prev: 0.1% | 2,481 SH | Increased-21 SH |
| SPDR SERIES TRUST | ST STR P500ETF | $25.0M | 7.1% | 284,987 SH | New |
| SPDR SERIES TRUST | ST STR SP600 SML | $3.2M | 0.9% | 55,631 SH | New |
| SPDR SERIES TRUST | ST STR SP600GRWO | $1.2M | 0.3% | 10,041 SH | New |
| SPDR SERIES TRUST | ST STR SP600SM C | $2.4M | 0.7% | 22,434 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $9.6M | 2.7% | 12,900 SH | New |
| T ROWE PRICE EXCHANGE-TRADED | CAP APPRECIATION | $1.2M | 0.3% | 28,074 SH | New |
| T ROWE PRICE EXCHANGE-TRADED | PRICE GRW STOCK | $1.2M | 0.3% | 25,285 SH | New |
| TESLA INC | COM | $307K | 0.1%Prev: 0.1% | 731 SH | Increased+21 SH |
| TORO CO | COM | $447K | 0.1%Prev: 0.1% | 4,592 SH | Increased-672 SH |
| UPSTART HLDGS INC | COM | $213K | 0.1%Prev: 0.2% | 6,007 SH | Decreased |
| USA COMPRESSION PARTNERS LP | COM UNIT LTDPAR | $437K | 0.1% | 16,548 SH | New |
| VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | $481K | 0.1%Prev: 0.1% | 3,499 SH | Increased-58 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $710K | 0.2%Prev: 1.4% | 9,676 SH | Decreased-36,586 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $19.6M | 5.6%Prev: 6.6% | 227,328 SH | Increased+189,938 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.4M | 0.4% | 1,983 SH | New |
| VANGUARD INDEX FDS | SM CP VAL ETF | $849K | 0.2%Prev: 0.3% | 3,494 SH | Increased-35 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $665K | 0.2%Prev: 0.2% | 2,195 SH | Increased-261 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $2.4M | 0.7%Prev: 0.8% | 6,672 SH | Increased-164 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $370K | 0.1% | 1,001 SH | New |
| VANGUARD INDEX FDS | VALUE ETF | $13.3M | 3.8%Prev: 4.1% | 60,981 SH | Increased+3,099 SH |
| VANGUARD MALVERN FDS | CORE BD ETF | $19.2M | 5.4%Prev: 3.8% | 248,157 SH | Increased+126,724 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $1.6M | 0.4%Prev: 0.5% | 6,666 SH | Increased+204 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $11.4M | 3.2%Prev: 0.1% | 133,048 SH | Increased+129,131 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $250K | 0.1%Prev: 0.1% | 1,579 SH | Increased-19 SH |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | $8.1M | 2.3%Prev: 5.5% | 86,451 SH | Decreased-66,224 SH |
| VANGUARD WORLD FD | CONSUM STP ETF | $3.9M | 1.1%Prev: 1.7% | 17,316 SH | Decreased-2,275 SH |
| VISA INC | COM CL A | $266K | 0.1%Prev: 0.4% | 775 SH | Decreased-2,187 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 |