Keeler & Nadler Financial Planning & Wealth Management Top Holdings and 13F Report (2025) About Keeler & Nadler Financial Planning & Wealth ManagementInvestment ActivityKeeler & Nadler Financial Planning & Wealth Management has $249.90 million in total holdings as of June 30, 2025.Keeler & Nadler Financial Planning & Wealth Management owns shares of 77 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 6.99% of the portfolio was purchased this quarter.About 4.13% of the portfolio was sold this quarter.This quarter, Keeler & Nadler Financial Planning & Wealth Management has purchased 71 new stocks and bought additional shares in 41 stocks.Keeler & Nadler Financial Planning & Wealth Management sold shares of 22 stocks and completely divested from 0 stocks this quarter.Largest Holdings Schwab U.S. Large-Cap Growth ETF $22,634,448iShares MSCI USA Quality Factor ETF $21,782,569Schwab Fundamental International Equity ETF $19,236,876SPDR Portfolio S&P 500 ETF $17,429,835Schwab U.S. Large-Cap Value ETF $17,102,264 Largest New Holdings this Quarter 46434G103 - iShares Core MSCI Emerging Markets ETF $2,558,371 Holding09290C780 - BLACKROCK ETF TRUST $2,368,129 Holding46090E103 - Invesco QQQ $248,977 Holding88160R101 - Tesla $225,524 Holding46432F388 - iShares MSCI USA Value Factor ETF $212,402 Holding Largest Purchases this Quarter VANGUARD MALVERN FDS 42,330 shares (about $3.28M)iShares Core MSCI Emerging Markets ETF 42,618 shares (about $2.56M)BLACKROCK ETF TRUST 82,084 shares (about $2.37M)Schwab US Dividend Equity ETF 42,468 shares (about $1.13M)Schwab U.S. Large-Cap Growth ETF 38,446 shares (about $1.12M) Largest Sales this Quarter iShares MSCI Emerging Markets ex China ETF 37,656 shares (about $2.38M)iShares U.S. Technology ETF 12,209 shares (about $2.12M)Vanguard Total Bond Market ETF 21,569 shares (about $1.59M)CAPITAL GRP FIXED INCM ETF T 55,832 shares (about $1.47M)iShares U.S. Infrastructure ETF 29,540 shares (about $1.45M) Sector Allocation Over TimeMap of 500 Largest Holdings ofKeeler & Nadler Financial Planning & Wealth Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHGSchwab U.S. Large-Cap Growth ETF$22,634,448$1,123,008 ▲5.2%774,8879.1%ETFQUALiShares MSCI USA Quality Factor ETF$21,782,569$501,291 ▲2.4%119,1488.7%ETFFNDFSchwab Fundamental International Equity ETF$19,236,876$589,854 ▲3.2%480,6827.7%ETFSPLGSPDR Portfolio S&P 500 ETF$17,429,835$325,143 ▲1.9%239,7837.0%ETFSCHVSchwab U.S. Large-Cap Value ETF$17,102,264$521,219 ▲3.1%618,0806.8%ETFVUGVanguard Growth ETF$16,391,598$42,086 ▼-0.3%37,3906.6%ETFVIGIVanguard International Dividend Appreciation ETF$13,759,092$265,224 ▲2.0%152,6755.5%ETFVTVVanguard Value ETF$10,230,091$383,880 ▲3.9%57,8824.1%ETFVANGUARD MALVERN FDS$9,420,734$3,283,948 ▲53.5%121,4333.8%CORE BD ETFUSMViShares MSCI USA Min Vol Factor ETF$7,668,853$72,749 ▼-0.9%81,6973.1%ETFSPYSPDR S&P 500 ETF Trust$6,938,628$177,327 ▲2.6%11,2302.8%FinanceIJRiShares Core S&P Small-Cap ETF$5,944,526$147,433 ▲2.5%54,3922.4%ETFNVDANVIDIA$5,691,281$186,586 ▼-3.2%36,0232.3%Computer and TechnologyIYWiShares U.S. Technology ETF$4,917,819$2,115,483 ▼-30.1%28,3822.0%ManufacturingEMXCiShares MSCI Emerging Markets ex China ETF$4,811,502$2,377,591 ▼-33.1%76,2041.9%ManufacturingVDCVanguard Consumer Staples ETF$4,290,373$10,074 ▲0.2%19,5911.7%ETFSCHDSchwab US Dividend Equity ETF$3,741,965$1,125,404 ▲43.0%141,2061.5%ETFBNDVanguard Total Bond Market ETF$3,406,304$1,588,141 ▼-31.8%46,2621.4%ETFCAPITAL GRP FIXED INCM ETF T$3,383,430$1,468,376 ▼-30.3%128,6481.4%CORE BOND ETFMTUMiShares MSCI USA Momentum Factor ETF$3,335,017$16,823 ▼-0.5%13,8771.3%ETFIFRAiShares U.S. Infrastructure ETF$2,955,640$1,453,077 ▼-33.0%60,0861.2%ETFSCHFSchwab International Equity ETF$2,595,740$16,133 ▼-0.6%117,4541.0%ETFIEMGiShares Core MSCI Emerging Markets ETF$2,558,371$2,558,371 ▲New Holding42,6181.0%ETFBLACKROCK ETF TRUST$2,368,129$2,368,129 ▲New Holding82,0840.9%ISHARES A I INNOSPSMSPDR Portfolio S&P 600 Small Cap ETF$2,317,762$97,724 ▼-4.0%54,4080.9%ETFSLYVSPDR S&P 600 Small Cap Value ETF$2,088,643$10,050 ▲0.5%26,1870.8%ETFCGMUCapital Group Municipal Income ETF$2,004,626$1,006,530 ▲100.8%75,1080.8%ETFVBKVanguard Small-Cap Growth ETF$1,893,156$13,847 ▼-0.7%6,8360.8%ETFSCHBSchwab US Broad Market ETF$1,765,301$14,751 ▲0.8%74,0790.7%ETFCAPITAL GRP FIXED INCM ETF T$1,701,113$724,160 ▲74.1%65,2270.7%SHORT DURATION MAAPLApple$1,699,313$8,207 ▲0.5%8,2820.7%Computer and TechnologyBRK.BBerkshire Hathaway$1,441,280$7,287 ▼-0.5%2,9670.6%FinanceVIGVanguard Dividend Appreciation ETF$1,322,554$71,019 ▲5.7%6,4620.5%ETFMSFTMicrosoft$1,236,137$108,939 ▲9.7%2,4850.5%Computer and TechnologySLYGSPDR S&P 600 Small Cap Growth ETF$1,102,586$2,840 ▲0.3%12,4240.4%ETFEFAViShares MSCI EAFE Min Vol Factor ETF$1,089,556$13,533 ▲1.3%12,9620.4%ETFTGRWT. Rowe Price Growth Stock ETF$1,068,2780.0%25,4110.4%ETFVVisa$1,051,697$777,233 ▲283.2%2,9620.4%Business ServicesTLTiShares 20+ Year Treasury Bond ETF$1,019,367$531,084 ▼-34.3%11,5510.4%ETFMUBiShares National Muni Bond ETF$1,010,069$255,756 ▲33.9%9,6680.4%ETFAMZNAmazon.com$957,972$19,085 ▲2.0%4,3670.4%Retail/WholesaleSCHASchwab US Small-Cap ETF$860,819$4,807 ▲0.6%34,0240.3%ETFVBRVanguard Small-Cap Value ETF$688,100$3,900 ▼-0.6%3,5290.3%ETFAVGOBroadcom$660,182$2,757 ▲0.4%2,3950.3%Computer and TechnologyRMBIRichmond Mutual Bancorporation$593,4480.0%43,0040.2%FinanceVBVanguard Small-Cap ETF$582,029$95,741 ▲19.7%2,4560.2%ETFJPMJPMorgan Chase & Co.$577,567$2,899 ▲0.5%1,9920.2%FinanceGOOGLAlphabet$475,458$2,996 ▲0.6%2,6980.2%Computer and TechnologySCHESchwab Emerging Markets Equity ETF$438,710$4,973 ▼-1.1%14,5560.2%ETFMEARiShares Short Maturity Municipal Bond Active ETF$419,626$3,067 ▲0.7%8,3470.2%ETFUPSTUpstart$388,5330.0%6,0070.2%FinanceTTCToro$372,067$70,823 ▼-16.0%5,2640.1%Consumer DiscretionaryXITKSPDR FactSet Innovative Technology ETF$369,952$60,964 ▼-14.1%1,9540.1%ETFVIOOVanguard S&P Small-Cap 600 ETF$360,0670.0%3,5570.1%ETFXLGInvesco S&P 500 Top 50 ETF$351,3100.0%6,7430.1%ETFMETAMeta Platforms$328,447$44,285 ▲15.6%4450.1%Computer and TechnologyIVViShares Core S&P 500 ETF$318,821$621 ▲0.2%5130.1%ETFRTXRTX$306,117$1,753 ▼-0.6%2,0960.1%AerospaceCVXChevron$298,837$1,002 ▼-0.3%2,0870.1%EnergyGOOGAlphabet$297,911$2,307 ▲0.8%1,6790.1%Computer and TechnologyTCAFT. Rowe Price Capital Appreciation Equity ETF$291,705$174,642 ▼-37.4%8,2680.1%ETFMBCNMiddlefield Banc$282,432$20,415 ▼-6.7%9,3800.1%FinanceVXUSVanguard Total International Stock ETF$270,627$553 ▲0.2%3,9170.1%ETFPFGPrincipal Financial Group$264,6610.0%3,3320.1%FinanceQQQInvesco QQQ$248,977$248,977 ▲New Holding4510.1%FinanceVHTVanguard Health Care ETF$240,259$745 ▲0.3%9670.1%ETFAJGArthur J. Gallagher & Co.$235,928$320 ▲0.1%7370.1%FinanceAEEAmeren$230,4960.0%2,4000.1%UtilitiesGILDGilead Sciences$230,481$443 ▲0.2%2,0790.1%MedicalSOSouthern$229,759$551 ▲0.2%2,5020.1%UtilitiesTSLATesla$225,524$225,524 ▲New Holding7100.1%Auto/Tires/TrucksABBVAbbVie$213,539$557 ▲0.3%1,1500.1%MedicalVYMVanguard High Dividend Yield ETF$212,990$1,066 ▲0.5%1,5980.1%ETFVLUEiShares MSCI USA Value Factor ETF$212,402$212,402 ▲New Holding1,8760.1%ETFMAMastercard$207,781$207,781 ▲New Holding3700.1%Business ServicesPGProcter & Gamble$207,545$17,203 ▲9.0%1,3030.1%Consumer StaplesDBIDesigner Brands$45,6150.0%19,1660.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. 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