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 $213.45 million in total holdings as of December 31, 2024.Keeler & Nadler Financial Planning & Wealth Management owns shares of 70 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 20.54% of the portfolio was purchased this quarter.About 2.89% 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 25 stocks.Keeler & Nadler Financial Planning & Wealth Management sold shares of 30 stocks and completely divested from 6 stocks this quarter.Largest Holdings iShares MSCI USA Quality Factor ETF $19,365,679Schwab U.S. Large-Cap Growth ETF $19,245,977Vanguard Growth ETF $15,893,380Schwab Fundamental International Large Company Index ETF $14,858,869SPDR Portfolio S&P 500 ETF $14,551,320 Largest New Holdings this Quarter VANGUARD MALVERN FDS $2,381,101 HoldingCAPITAL GRP FIXED INCM ETF T $1,899,761 HoldingTesla $289,938 HoldingMiddlefield Banc $282,127 HoldingInvesco QQQ $210,067 Holding Largest Purchases this Quarter Schwab U.S. Large-Cap Growth ETF 525,485 shares (about $14.65M)Schwab U.S. Large-Cap Value ETF 387,061 shares (about $10.09M)SPDR Portfolio S&P 500 ETF 36,585 shares (about $2.52M)VANGUARD MALVERN FDS 31,409 shares (about $2.38M)CAPITAL GRP FIXED INCM ETF T 73,663 shares (about $1.90M) Largest Sales this Quarter iShares MSCI USA Min Vol Factor ETF 13,140 shares (about $1.17M)Vanguard Total Bond Market ETF 7,721 shares (about $555.22K)SPDR S&P 600 Small Cap Growth ETF 3,904 shares (about $352.72K)SPDR S&P 600 Small CapValue ETF 3,900 shares (about $340.28K)Vanguard Growth ETF 793 shares (about $325.48K) 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 PortfolioSectorQUALiShares MSCI USA Quality Factor ETF$19,365,679$1,723,816 ▲9.8%108,7479.1%ETFSCHGSchwab U.S. Large-Cap Growth ETF$19,245,977$14,645,278 ▲318.3%690,5629.0%ETFVUGVanguard Growth ETF$15,893,380$325,477 ▼-2.0%38,7237.4%ETFFNDFSchwab Fundamental International Large Company Index ETF$14,858,869$800,958 ▲5.7%447,4227.0%ETFSPLGSPDR Portfolio S&P 500 ETF$14,551,320$2,522,173 ▲21.0%211,0726.8%ETFSCHVSchwab U.S. Large-Cap Value ETF$14,493,712$10,090,674 ▲229.2%555,9546.8%ETFVIGIVanguard International Dividend Appreciation ETF$11,122,713$900,609 ▲8.8%139,0515.2%ETFVTVVanguard Value ETF$9,453,095$54,346 ▼-0.6%55,8364.4%ETFUSMViShares MSCI USA Min Vol Factor ETF$7,756,831$1,166,694 ▼-13.1%87,3623.6%ETFBNDVanguard Total Bond Market ETF$7,255,634$555,216 ▼-7.1%100,8993.4%ETFSPYSPDR S&P 500 ETF Trust$6,306,063$172,303 ▲2.8%10,7603.0%FinanceIYWiShares U.S. Technology ETF$6,040,736$790,426 ▲15.1%37,8682.8%ManufacturingEMXCiShares MSCI Emerging Markets ex China ETF$5,752,037$984,901 ▲20.7%103,7342.7%ManufacturingIJRiShares Core S&P Small-Cap ETF$5,640,687$479,313 ▲9.3%48,9562.6%ETFVDCVanguard Consumer Staples ETF$4,201,815$237,803 ▼-5.4%19,8782.0%ETFIFRAiShares U.S. Infrastructure ETF$3,838,480$528,820 ▲16.0%82,9221.8%ETFMTUMiShares MSCI USA Momentum Factor ETF$2,932,136$223,066 ▼-7.1%14,1701.4%ETFSCHDSchwab US Dividend Equity ETF$2,639,287$1,768,677 ▲203.2%96,6061.2%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$2,550,607$179,186 ▼-6.6%56,7811.2%ETFSLYVSPDR S&P 600 Small CapValue ETF$2,472,267$340,280 ▼-12.1%28,3351.2%ETFTLTiShares 20+ Year Treasury Bond ETF$2,398,625$169,334 ▼-6.6%27,4661.1%ETFVANGUARD MALVERN FDS$2,381,101$2,381,101 ▲New Holding31,4091.1%CORE BD ETFSCHFSchwab International Equity ETF$2,198,510$1,101,309 ▲100.4%118,8381.0%ETFAAPLApple$2,063,722$42,071 ▼-2.0%8,2411.0%Computer and TechnologyVBKVanguard Small-Cap Growth ETF$1,933,180$24,924 ▼-1.3%6,9030.9%ETFCAPITAL GRP FIXED INCM ETF T$1,899,761$1,899,761 ▲New Holding73,6630.9%CORE BOND ETFSCHBSchwab US Broad Market ETF$1,856,690$1,121,886 ▲152.7%81,7920.9%ETFBRK.BBerkshire Hathaway$1,349,4150.0%2,9770.6%FinanceSLYGSPDR S&P 600 Small Cap Growth ETF$1,324,610$352,723 ▼-21.0%14,6610.6%ETFVIGVanguard Dividend Appreciation ETF$1,193,059$172,339 ▼-12.6%6,0920.6%ETFEFAViShares MSCI EAFE Min Vol Factor ETF$1,179,949$278,529 ▼-19.1%16,6870.6%ETFTGRWT. Rowe Price Growth Stock ETF$1,011,2650.0%25,4110.5%ETFMSFTMicrosoft$983,586$35,399 ▼-3.5%2,3340.5%Computer and TechnologySCHASchwab US Small-Cap ETF$887,376$374,759 ▲73.1%34,3150.4%ETFCAPITAL GRP FIXED INCM ETF T$869,131$340,620 ▲64.4%33,4670.4%SHORT DURATION MCGMUCapital Group Municipal Income ETF$857,445$317,302 ▲58.7%31,8520.4%ETFAMZNAmazon.com$776,537$4,387 ▼-0.6%3,5400.4%Retail/WholesaleNVDANVIDIA$759,547$2,686 ▲0.4%5,6560.4%Computer and TechnologyVBRVanguard Small-Cap Value ETF$707,745$46,972 ▼-6.2%3,5710.3%ETFMUBiShares National Muni Bond ETF$651,241$36,547 ▲5.9%6,1120.3%ETFRMBIRichmond Mutual Bancorporation$608,5000.0%43,0040.3%FinanceAVGOBroadcom$552,9380.0%2,3850.3%Computer and TechnologyGOOGLAlphabet$507,517$42,593 ▲9.2%2,6810.2%Computer and TechnologyTTCToro$500,793$26,514 ▼-5.0%6,2520.2%Consumer DiscretionaryVBVanguard Small-Cap ETF$497,856$124,704 ▼-20.0%2,0720.2%ETFJPMJPMorgan Chase & Co.$474,810$23,249 ▲5.1%1,9810.2%FinanceSCHESchwab Emerging Markets Equity ETF$443,255$9,587 ▼-2.1%16,6450.2%ETFMEARiShares Short Maturity Municipal Bond Active ETF$416,737$4,496 ▲1.1%8,3430.2%ETFXITKSPDR FactSet Innovative Technology ETF$415,888$4,872 ▼-1.2%2,3900.2%ETFVIOOVanguard S&P Small-Cap 600 ETF$377,175$111,339 ▼-22.8%3,5570.2%ETFUPSTUpstart$369,851$61,570 ▼-14.3%6,0070.2%FinanceXLGInvesco S&P 500 Top 50 ETF$336,8800.0%6,7430.2%ETFGOOGAlphabet$317,085$4,571 ▼-1.4%1,6650.1%Computer and TechnologyCVXChevron$302,809$579 ▲0.2%2,0910.1%Oils/EnergyIVViShares Core S&P 500 ETF$300,412$1,178 ▲0.4%5100.1%ETFTSLATesla$289,938$289,938 ▲New Holding7180.1%Auto/Tires/TrucksMBCNMiddlefield Banc$282,127$282,127 ▲New Holding10,0580.1%FinancePFGPrincipal Financial Group$257,9300.0%3,3320.1%FinanceVVisa$244,212$632 ▼-0.3%7730.1%Business ServicesRTXRTX$243,9220.0%2,1080.1%AerospaceVHTVanguard Health Care ETF$243,621$14,465 ▼-5.6%9600.1%ETFVXUSVanguard Total International Stock ETF$229,669$884 ▲0.4%3,8970.1%ETFMETAMeta Platforms$227,569$4,680 ▼-2.0%3890.1%Computer and TechnologyAEEAmeren$213,9360.0%2,4000.1%UtilitiesSOSouthern$210,0810.0%2,5520.1%UtilitiesQQQInvesco QQQ$210,067$210,067 ▲New Holding4110.1%FinanceAJGArthur J. Gallagher & Co.$208,914$24,127 ▼-10.4%7360.1%FinanceABBVAbbVie$203,696$178 ▼-0.1%1,1460.1%MedicalVYMVanguard High Dividend Yield ETF$201,951$7,782 ▼-3.7%1,5830.1%ETFDBIDesigner Brands$102,3460.0%19,1660.0%Retail/WholesaleSFStifel Financial$0$396,915 ▼-100.0%00.0%FinanceVNQVanguard Real Estate ETF$0$305,054 ▼-100.0%00.0%ETFVLUEiShares MSCI USA Value Factor ETF$0$244,492 ▼-100.0%00.0%ETFPGProcter & Gamble$0$206,305 ▼-100.0%00.0%Consumer StaplesVOVanguard Mid-Cap ETF$0$203,859 ▼-100.0%00.0%ETFNVONovo Nordisk A/S$0$201,228 ▼-100.0%00.0%MedicalShowing 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. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. 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