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 $272.8M. In the most recent quarter, they have increased their positions in VCRB (+61.0K shares, valued at $4.8M), BAI (+102.9K shares, valued at $3.5M), IEMG (+52.8K shares, valued at $3.5M); decreased their positions in EMXC (-45.1K shares, valued at $3.0M), IYW (-14.7K shares, valued at $2.9M), CGCB (-73.9K shares, valued at $2.0M); initiated new positions in GLW (+3.6K shares, valued at $296.5K), VTI (+814 shares, valued at $267.2K), JNJ (+1.1K shares, valued at $206.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SCHG SCHWAB STRATEGIC TR804.8K shares3.86%2025-09-302025-10-29
QUAL ISHARES TR125.7K shares5.48%2025-09-302025-10-29 FNDF SCHWAB STRATEGIC TR511.8K shares6.48%2025-09-302025-10-29 SPYM SPDR SERIES TRUST252.8K shares5.43%2025-09-302025-10-29 SCHV SCHWAB STRATEGIC TR649.6K shares5.10%2025-09-302025-10-29 VUG VANGUARD INDEX FDS36.9K shares-1.39%2025-09-302025-10-29 VIGI VANGUARD WHITEHALL FDS164.5K shares7.76%2025-09-302025-10-29 VCRB VANGUARD MALVERN FDS182.4K shares50.25%2025-09-302025-10-29 VTV VANGUARD INDEX FDS57.5K shares-0.68%2025-09-302025-10-29 SPY SPDR S&P 500 ETF TR11.3K shares0.69%2025-09-302025-10-29 USMV ISHARES TR77.6K shares-5.02%2025-09-302025-10-29 IJR ISHARES TR58.4K shares7.30%2025-09-302025-10-29 NVDA NVIDIA CORPORATION34.9K shares-3.14%2025-09-302025-10-29 BAI BLACKROCK ETF TRUST185.0K shares125.37%2025-09-302025-10-29 IEMG ISHARES INC95.5K shares123.98%2025-09-302025-10-29 SCHD SCHWAB STRATEGIC TR150.8K shares6.81%2025-09-302025-10-29 VDC VANGUARD WORLD FD19.2K shares-2.19%2025-09-302025-10-29 MTUM ISHARES TR13.3K shares-4.20%2025-09-302025-10-29 SCHF SCHWAB STRATEGIC TR117.7K shares0.23%2025-09-302025-10-29 IYW ISHARES TR13.7K shares-51.75%2025-09-302025-10-29 SPSM SPDR SERIES TRUST54.9K shares0.98%2025-09-302025-10-29 SLYV SPDR SERIES TRUST25.7K shares-1.94%2025-09-302025-10-29 CGSM CAPITAL GRP FIXED INCM ETF T81.6K shares25.12%2025-09-302025-10-29 AAPL APPLE INC8.3K shares0.39%2025-09-302025-10-29 EMXC ISHARES INC31.1K shares-59.16%2025-09-302025-10-29 VBK VANGUARD INDEX FDS6.8K shares-1.05%2025-09-302025-10-29 CGMU CAPITAL GRP FIXED INCM ETF T73.6K shares-1.95%2025-09-302025-10-29 SCHB SCHWAB STRATEGIC TR71.3K shares-3.81%2025-09-302025-10-29 BND VANGUARD BD INDEX FDS22.9K shares-50.55%2025-09-302025-10-29 BRK.B BERKSHIRE HATHAWAY INC DEL3.0K shares0.30%2025-09-302025-10-29 MUB ISHARES TR14.0K shares45.09%2025-09-302025-10-29 CGCB CAPITAL GRP FIXED INCM ETF T54.7K shares-57.46%2025-09-302025-10-29 VIG VANGUARD SPECIALIZED FUNDS6.4K shares-0.88%2025-09-302025-10-29 IFRA ISHARES TR24.5K shares-59.18%2025-09-302025-10-29 MSFT MICROSOFT CORP2.3K shares-7.97%2025-09-302025-10-29 TGRW T ROWE PRICE ETF INC25.4K shares0.00%2025-09-302025-10-29 SLYG SPDR SERIES TRUST11.9K shares-4.22%2025-09-302025-10-29 EFAV ISHARES TR12.1K shares-6.57%2025-09-302025-10-29 AMZN AMAZON COM INC4.4K shares0.53%2025-09-302025-10-29 SCHA SCHWAB STRATEGIC TR32.8K shares-3.56%2025-09-302025-10-29 AVGO BROADCOM INC2.4K shares0.54%2025-09-302025-10-29 VBR VANGUARD INDEX FDS3.5K shares-0.94%2025-09-302025-10-29 GOOGL ALPHABET INC2.7K shares1.89%2025-09-302025-10-29 V VISA INC1.9K shares-36.36%2025-09-302025-10-29 JPM JPMORGAN CHASE & CO.2.0K shares1.15%2025-09-302025-10-29 RMBI RICHMOND MUT BANCORPORATION43.0K shares0.00%2025-09-302025-10-29 VB VANGUARD INDEX FDS2.4K shares-2.52%2025-09-302025-10-29 TCAF T ROWE PRICE ETF INC15.6K shares89.24%2025-09-302025-10-29 SCHE SCHWAB STRATEGIC TR13.9K shares-4.58%2025-09-302025-10-29 GOOG ALPHABET INC1.7K shares0.71%2025-09-302025-10-29 TTC TORO CO5.3K shares0.28%2025-09-302025-10-29 VIOO VANGUARD ADMIRAL FDS INC3.6K shares0.00%2025-09-302025-10-29 TLT ISHARES TR4.4K shares-62.17%2025-09-302025-10-29 RTX RTX CORPORATION2.1K shares0.00%2025-09-302025-10-29 IVV ISHARES TR524 shares2.14%2025-09-302025-10-29 QQQ INVESCO QQQ TR559 shares23.95%2025-09-302025-10-29 META META PLATFORMS INC451 shares1.35%2025-09-302025-10-29 CVX CHEVRON CORP NEW2.1K shares-0.10%2025-09-302025-10-29 TSLA TESLA INC726 shares2.25%2025-09-302025-10-29 MEAR ISHARES U S ETF TR6.4K shares-23.85%2025-09-302025-10-29 UPST UPSTART HLDGS INC6.0K shares0.00%2025-09-302025-10-29 XLG INVESCO EXCHANGE TRADED FD T5.2K shares-23.16%2025-09-302025-10-29 GLW CORNING INC3.6K sharesnew addition2025-09-302025-10-29 VXUS VANGUARD STAR FDS4.0K shares1.00%2025-09-302025-10-29 PFG PRINCIPAL FINANCIAL GROUP IN3.3K shares0.00%2025-09-302025-10-29 MBCN MIDDLEFIELD BANC CORP9.1K shares-3.37%2025-09-302025-10-29 ABBV ABBVIE INC1.2K shares1.65%2025-09-302025-10-29 VTI VANGUARD INDEX FDS814 sharesnew addition2025-09-302025-10-29 VHT VANGUARD WORLD FD972 shares0.52%2025-09-302025-10-29 AEE AMEREN CORP2.4K shares0.04%2025-09-302025-10-29 SO SOUTHERN CO2.5K shares0.12%2025-09-302025-10-29 VLUE ISHARES TR1.9K shares0.53%2025-09-302025-10-29 GILD GILEAD SCIENCES INC2.1K shares0.05%2025-09-302025-10-29 AJG GALLAGHER ARTHUR J & CO737 shares0.00%2025-09-302025-10-29 VYM VANGUARD WHITEHALL FDS1.6K shares-1.31%2025-09-302025-10-29 MA MASTERCARD INCORPORATED373 shares0.81%2025-09-302025-10-29 JNJ JOHNSON & JOHNSON1.1K sharesnew addition2025-09-302025-10-29 PG PROCTER AND GAMBLE CO1.3K shares0.61%2025-09-302025-10-29 DBI DESIGNER BRANDS INC19.2K shares0.00%2025-09-302025-10-29 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available