KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT
Q3 2026 13F filing
Updated 8 days ago85 disclosed positions worth $369.8M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S SCHWAB STRATEGIC TR | $31.4M | 584.9K | 8.50% | Added(+3.2%) |
| 2 | S SCHWAB STRATEGIC TR | $31.4M | 874.2K | 8.49% | Added(+1.4%) |
| 3 | S SPDR SERIES TRUST | $27.6M | 307.9K | 7.47% | Added(+8.0%) |
| 4 | S SCHWAB STRATEGIC TR | $23.5M | 706.2K | 6.36% | Added(+0.9%) |
| 5 | V VANGUARD INDEX FDS | $22.1M | 245.3K | 5.98% | Added(+7.9%) |
| 6 | E BLACKROCK ETF TRUST | $21.9M | 315.9K | 5.92% | Added(+33.4%) |
| 7 | ? N/A VANGUARD MALVERN FDS | $21.1M | 286.4K | 5.70% | Added(+15.4%) |
| 8 | S SCHWAB STRATEGIC TR | $18.4M | 584.7K | 4.98% | Added(+47.6%) |
| 9 | V VANGUARD STAR FDS | $15.2M | 179.3K | 4.12% | Added(+34.8%) |
| 10 | V VANGUARD INDEX FDS | $14.1M | 65.1K | 3.80% | Added(+6.8%) |
| 11 | E ISHARES INC | $12M | 148.4K | 3.26% | Added(+10.2%) |
| 12 | E BLACKROCK ETF TRUST | $11.8M | 250.5K | 3.20% | Added(+6.5%) |
| 13 | E ISHARES TR | $10.6M | 47.6K | 2.86% | Trimmed(-25.5%) |
| 14 | S STATE STR SPDR S&P 500 ETF T | $9.8M | 12.9K | 2.66% | Added(+0.1%) |
| 15 | E ISHARES TR | $9.6M | 70.5K | 2.59% | Added(+7.4%) |
| 16 | N NVIDIA CORPORATION | $7.8M | 34.1K | 2.11% | Trimmed(-1.5%) |
| 17 | E ISHARES TR | $6.5M | 67.1K | 1.77% | Trimmed(-6.3%) |
| 18 | V VANGUARD WHITEHALL FDS | $5.9M | 62.7K | 1.60% | Trimmed(-27.4%) |
| 19 | A APPLE INC | $5.5M | 16.5K | 1.49% | Trimmed(-1.2%) |
| 20 | S SCHWAB STRATEGIC TR | $5.5M | 168.8K | 1.48% | Added(+1.7%) |
| 21 | E ISHARES TR | $4M | 12.6K | 1.08% | Trimmed(-1.5%) |
| 22 | V VANGUARD WORLD FD | $3.7M | 16.8K | 0.99% | Trimmed(-3.0%) |
| 23 | S SCHWAB STRATEGIC TR | $3.2M | 117.8K | 0.87% | Trimmed(-3.1%) |
| 24 | A SPDR SERIES TRUST | $2.9M | 55.4K | 0.79% | Trimmed(-0.3%) |
| 25 | S SPDR SERIES TRUST | $2.3M | 22.3K | 0.62% | Trimmed(-0.5%) |
| 26 | T VANGUARD INDEX FDS | $2.2M | 6.6K | 0.60% | Trimmed(-0.8%) |
| 27 | E ISHARES TR | $2.1M | 21.2K | 0.58% | Added(+0.4%) |
| 28 | S SCHWAB STRATEGIC TR | $2M | 66.7K | 0.53% | Trimmed(-1.6%) |
| 29 | C CAPITAL GRP FIXED INCM ETF T | $1.9M | 75.6K | 0.53% | Trimmed(-34.3%) |
| 30 | B VANGUARD SPECIALIZED FUNDS | $1.6M | 6.9K | 0.43% | Added(+3.0%) |
| 31 | V VANGUARD INDEX FDS | $1.6M | 2.2K | 0.43% | Added(+13.3%) |
| 32 | A AMAZON COM INC | $1.5M | 6.2K | 0.42% | Trimmed(-0.3%) |
| 33 | T T ROWE PRICE EXCHANGE-TRADED | $1.4M | 34.1K | 0.39% | Added(+21.5%) |
| 34 | B BERKSHIRE HATHAWAY INC DEL | $1.4M | 2.8K | 0.38% | Unchanged |
| 35 | E ISHARES TR | $1.3M | 4.8K | 0.34% | Trimmed(-20.7%) |
| 36 | M MICROSOFT CORP | $1.3M | 2.4K | 0.34% | Trimmed(-0.7%) |
| 37 | ? N/A T ROWE PRICE EXCHANGE-TRADED | $1.2M | 25.3K | 0.33% | Unchanged |
| 38 | F FIDELITY COVINGTON TRUST | $1.2M | 4.0K | 0.32% | Unchanged |
| 39 | C CAPITAL GRP FIXED INCM ETF T | $1.1M | 43.7K | 0.31% | Trimmed(-43.5%) |
| 40 | S SCHWAB STRATEGIC TR | $1.1M | 32.2K | 0.28% | Trimmed(-3.4%) |
| 41 | G ALPHABET INC | $1M | 3.0K | 0.28% | Trimmed(-0.1%) |
| 42 | S SPDR SERIES TRUST | $1M | 9.7K | 0.28% | Trimmed(-2.9%) |
| 43 | A BROADCOM INC | $888K | 2.5K | 0.24% | Unchanged |
| 44 | V VANGUARD INDEX FDS | $769K | 3.3K | 0.21% | Trimmed(-4.7%) |
| 45 | E ISHARES TR | $767K | 8.4K | 0.21% | Trimmed(-9.7%) |
| 46 | J JPMORGAN CHASE & CO | $653K | 2.0K | 0.18% | Trimmed(-0.4%) |
| 47 | R RICHMOND MUT BANCORPORATION | $639K | 43.0K | 0.17% | Unchanged |
| 48 | G ALPHABET INC | $615K | 1.8K | 0.17% | Added(+0.2%) |
| 49 | V VANGUARD INDEX FDS | $604K | 2.1K | 0.16% | Trimmed(-3.2%) |
| 50 | G CORNING INC | $556K | 3.6K | 0.15% | Unchanged |