The Analysis of KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT's Holdings

Currently, KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT holds 79 types of securities in its portfolio with a total value $288.4M. In the most recent quarter, they have increased their positions in VCRB (+32.6K shares, valued at $2.5M), AAPL (+8.8K shares, valued at $2.4M), DYNF (+28.1K shares, valued at $1.7M); decreased their positions in EMXC (-13.7K shares, valued at $995.2K), IYW (-4.8K shares, valued at $948.9K), BND (-9.5K shares, valued at $705.5K); initiated new positions in DYNF (+28.1K shares, valued at $1.7M), FNDX (+10.8K shares, valued at $294.9K), SF (+1.7K shares, valued at $215.5K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHG SCHWAB STRATEGIC TR830.5K shares3.20%2025-12-312026-01-27

FNDF SCHWAB STRATEGIC TR548.3K shares7.13%2025-12-312026-01-27

QUAL ISHARES TR122.8K shares-2.31%2025-12-312026-01-27

SPYM SPDR SERIES TRUST266.6K shares5.47%2025-12-312026-01-27

SCHV SCHWAB STRATEGIC TR680.3K shares4.73%2025-12-312026-01-27

VUG VANGUARD INDEX FDS36.2K shares-1.86%2025-12-312026-01-27

VCRB VANGUARD MALVERN FDS215.1K shares17.90%2025-12-312026-01-27

VIGI VANGUARD WHITEHALL FDS162.2K shares-1.41%2025-12-312026-01-27

Sponsored

VTV VANGUARD INDEX FDS57.7K shares0.38%2025-12-312026-01-27

IEMG ISHARES INC118.1K shares23.71%2025-12-312026-01-27

SPY SPDR S&P 500 ETF TR11.1K shares-1.67%2025-12-312026-01-27

IJR ISHARES TR62.5K shares7.04%2025-12-312026-01-27

BAI BLACKROCK ETF TRUST222.4K shares20.22%2025-12-312026-01-27

USMV ISHARES TR75.4K shares-2.82%2025-12-312026-01-27

NVDA NVIDIA CORPORATION34.4K shares-1.30%2025-12-312026-01-27

AAPL APPLE INC17.1K shares105.79%2025-12-312026-01-27

Sponsored

SCHD SCHWAB STRATEGIC TR160.1K shares6.16%2025-12-312026-01-27

VDC VANGUARD WORLD FD18.3K shares-4.50%2025-12-312026-01-27

MTUM ISHARES TR12.9K shares-2.93%2025-12-312026-01-27

SCHF SCHWAB STRATEGIC TR120.8K shares2.61%2025-12-312026-01-27

SPSM SPDR SERIES TRUST55.2K shares0.48%2025-12-312026-01-27

CGSM CAPITAL GRP FIXED INCM ETF85.5K shares4.79%2025-12-312026-01-27

SLYV SPDR SERIES TRUST22.9K shares-10.94%2025-12-312026-01-27

CGMU CAPITAL GRP FIXED INCM ETF75.1K shares2.03%2025-12-312026-01-27

Sponsored

VBK VANGUARD INDEX FDS6.7K shares-1.20%2025-12-312026-01-27

MUB ISHARES TR18.7K shares33.19%2025-12-312026-01-27

SCHB SCHWAB STRATEGIC TR69.2K shares-2.84%2025-12-312026-01-27

VXUS VANGUARD STAR FDS23.8K shares500.63%2025-12-312026-01-27

IYW ISHARES TR8.9K shares-34.70%2025-12-312026-01-27

DYNF BLACKROCK ETF TRUST28.1K sharesnew addition2025-12-312026-01-27

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.9K shares-2.76%2025-12-312026-01-27

VIG VANGUARD SPECIALIZED FUNDS6.5K shares0.72%2025-12-312026-01-27

Sponsored

EMXC ISHARES INC17.4K shares-44.00%2025-12-312026-01-27

TGRW T ROWE PRICE ETF INC25.4K shares0.00%2025-12-312026-01-27

MSFT MICROSOFT CORP2.3K shares0.00%2025-12-312026-01-27

AMZN AMAZON COM INC4.4K shares-0.02%2025-12-312026-01-27

SLYG SPDR SERIES TRUST10.6K shares-10.61%2025-12-312026-01-27

BND VANGUARD BD INDEX FDS13.4K shares-41.64%2025-12-312026-01-27

SCHA SCHWAB STRATEGIC TR33.0K shares0.44%2025-12-312026-01-27

EFAV ISHARES TR10.6K shares-12.84%2025-12-312026-01-27

Sponsored

ALPHABET INC ALPHABET INC2.7K shares-0.04%2025-12-312026-01-27

BROADCOM INC BROADCOM INC2.4K shares0.00%2025-12-312026-01-27

CGCB CAPITAL GRP FIXED INCM ETF31.0K shares-43.31%2025-12-312026-01-27

TCAF T ROWE PRICE ETF INC20.1K shares28.74%2025-12-312026-01-27

VBR VANGUARD INDEX FDS3.5K shares-0.03%2025-12-312026-01-27

IFRA ISHARES TR14.0K shares-42.74%2025-12-312026-01-27

V VISA INC1.9K shares-0.11%2025-12-312026-01-27

JPM JPMORGAN CHASE & CO.2.0K shares0.55%2025-12-312026-01-27

Sponsored

VB VANGUARD INDEX FDS2.4K shares0.67%2025-12-312026-01-27

RMBI RICHMOND MUT BANCORPORATION43.0K shares0.00%2025-12-312026-01-27

ALPHABET INC ALPHABET INC1.7K shares0.00%2025-12-312026-01-27

SCHE SCHWAB STRATEGIC TR14.1K shares1.30%2025-12-312026-01-27

TTC TORO CO5.3K shares0.28%2025-12-312026-01-27

VIOO VANGUARD ADMIRAL FDS INC3.6K shares0.45%2025-12-312026-01-27

RTX RTX CORPORATION2.1K shares0.05%2025-12-312026-01-27

IVV ISHARES TR539 shares2.86%2025-12-312026-01-27

Sponsored

INVESCO QQQ TR INVESCO QQQ TR576 shares3.04%2025-12-312026-01-27

TSLA TESLA INC724 shares-0.28%2025-12-312026-01-27

MEAR ISHARES U S ETF TR6.4K shares0.16%2025-12-312026-01-27

GLW CORNING INC3.6K shares0.00%2025-12-312026-01-27

CVX CHEVRON CORP NEW2.1K shares-0.53%2025-12-312026-01-27

MBCN MIDDLEFIELD BANC CORP9.1K shares0.00%2025-12-312026-01-27

XLG INVESCO EXCHANGE TRADED FD5.2K shares0.00%2025-12-312026-01-27

META META PLATFORMS INC450 shares-0.22%2025-12-312026-01-27

Sponsored

FNDX SCHWAB STRATEGIC TR10.8K sharesnew addition2025-12-312026-01-27

PFG PRINCIPAL FINANCIAL GROUP3.3K shares0.00%2025-12-312026-01-27

VTI VANGUARD INDEX FDS816 shares0.25%2025-12-312026-01-27

ABBV ABBVIE INC1.2K shares0.00%2025-12-312026-01-27

UPST UPSTART HLDGS INC6.0K shares0.00%2025-12-312026-01-27

VLUE ISHARES TR1.9K shares0.58%2025-12-312026-01-27

GILD GILEAD SCIENCES INC2.1K shares0.00%2025-12-312026-01-27

AEE AMEREN CORP2.4K shares0.00%2025-12-312026-01-27

Sponsored

JNJ JOHNSON & JOHNSON1.1K shares1.17%2025-12-312026-01-27

VYM VANGUARD WHITEHALL FDS1.6K shares-0.13%2025-12-312026-01-27

SO SOUTHERN CO2.5K shares-1.04%2025-12-312026-01-27

SF STIFEL FINL CORP1.7K sharesnew addition2025-12-312026-01-27

MA MASTERCARD INCORPORATED373 shares0.00%2025-12-312026-01-27

PG PROCTER AND GAMBLE CO1.4K shares7.25%2025-12-312026-01-27

DBI DESIGNER BRANDS INC19.2K shares0.00%2025-12-312026-01-27

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available