Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT (CIK 2035883) reported $294.8M across 82 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: FNDF ($27.1M, 9.20%), SCHG ($24.6M, 8.36%), SCHV ($21.0M, 7.11%), SPLG ($20.8M, 7.04%), QUAL ($17.5M, 5.93%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FNDF | SCHWAB STRATEGIC TR | $27.1M | 9.20% | 554,239 | Added |
| 2 | SCHG | SCHWAB STRATEGIC TR | $24.6M | 8.36% | 845,477 | Added |
| 3 | SCHV | SCHWAB STRATEGIC TR | $21.0M | 7.11% | 687,339 | Added |
| 4 | SPLG | SPDR SERIES TRUST | $20.8M | 7.04% | 271,144 | Added |
| 5 | QUAL | ISHARES TR | $17.5M | 5.93% | 91,166 | Trimmed |
| 6 | VCRB | VANGUARD MALVERN FDS | $17.3M | 5.88% | 224,174 | Added |
| 7 | VUG | VANGUARD INDEX FDS | $16.1M | 5.45% | 36,765 | Added |
| 8 | VTV | VANGUARD INDEX FDS | $11.5M | 3.92% | 58,856 | Added |
| 9 | VIGI | VANGUARD WHITEHALL FDS | $10.7M | 3.62% | 120,568 | Trimmed |
| 10 | IEMG | ISHARES INC | $8.8M | 2.99% | 126,216 | Added |
| 11 | SPY | STATE STR SPDR S&P 500 ETF T | $8.3M | 2.80% | 12,703 | Added |
| 12 | DYNF | BLACKROCK ETF TRUST | $8.1M | 2.74% | 138,825 | Added |
| 13 | BAI | BLACKROCK ETF TRUST | $7.9M | 2.69% | 240,859 | Added |
| 14 | IJR | ISHARES TR | $7.9M | 2.67% | 63,421 | Added |
| 15 | USMV | ISHARES TR | $6.9M | 2.35% | 74,725 | Trimmed |
| 16 | VXUS | VANGUARD STAR FDS | $6.2M | 2.12% | 80,940 | Added |
| 17 | NVDA | NVIDIA CORPORATION | $6.0M | 2.04% | 34,547 | Added |
| 18 | SCHD | SCHWAB STRATEGIC TR | $5.1M | 1.74% | 166,923 | Added |
| 19 | AAPL | APPLE INC | $4.2M | 1.44% | 16,685 | Trimmed |
| 20 | VDC | VANGUARD WORLD FD | $4.0M | 1.36% | 17,827 | Trimmed |
| 21 | FNDX | SCHWAB STRATEGIC TR | $3.5M | 1.20% | 127,177 | Added |
| 22 | MTUM | ISHARES TR | $3.1M | 1.04% | 12,785 | Trimmed |
| 23 | SCHF | SCHWAB STRATEGIC TR | $3.0M | 1.01% | 120,134 | Trimmed |
| 24 | SPSM | SPDR SERIES TRUST | $2.7M | 0.91% | 55,529 | Added |
| 25 | CGSM | CAPITAL GRP FIXED INCM ETF T | $2.6M | 0.87% | 97,927 | Added |
Source: SEC Form 13F filings · as of 2026-03-31