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 $352.3M across 85 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: FNDF ($29.9M, 8.49%), SCHG ($29.2M, 8.28%), SPLG ($25.0M, 7.11%), SCHV ($24.4M, 6.92%), VUG ($19.6M, 5.56%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FNDF | SCHWAB STRATEGIC TR | $29.9M | 8.49% | 566,686 | Added |
| 2 | SCHG | SCHWAB STRATEGIC TR | $29.2M | 8.28% | 862,230 | Added |
| 3 | SPLG | SPDR SERIES TRUST | $25.0M | 7.11% | 284,987 | Added |
| 4 | SCHV | SCHWAB STRATEGIC TR | $24.4M | 6.92% | 699,917 | Added |
| 5 | VUG | VANGUARD INDEX FDS | $19.6M | 5.56% | 227,328 | Added |
| 6 | VCRB | VANGUARD MALVERN FDS | $19.2M | 5.44% | 248,157 | Added |
| 7 | DYNF | BLACKROCK ETF TRUST | $16.1M | 4.57% | 236,828 | Added |
| 8 | QUAL | ISHARES TR | $14.0M | 3.98% | 63,933 | Trimmed |
| 9 | VTV | VANGUARD INDEX FDS | $13.3M | 3.77% | 60,981 | Added |
| 10 | BAI | BLACKROCK ETF TRUST | $12.4M | 3.52% | 235,240 | Trimmed |
| 11 | FNDX | SCHWAB STRATEGIC TR | $12.3M | 3.50% | 396,028 | Added |
| 12 | VXUS | VANGUARD STAR FDS | $11.4M | 3.23% | 133,048 | Added |
| 13 | IEMG | ISHARES INC | $11.2M | 3.17% | 134,601 | Added |
| 14 | IJR | ISHARES TR | $9.7M | 2.76% | 65,616 | Added |
| 15 | SPY | STATE STR SPDR S&P 500 ETF T | $9.6M | 2.73% | 12,900 | Added |
| 16 | VIGI | VANGUARD WHITEHALL FDS | $8.1M | 2.29% | 86,451 | Trimmed |
| 17 | NVDA | NVIDIA CORPORATION | $6.9M | 1.97% | 34,645 | Added |
| 18 | USMV | ISHARES TR | $6.9M | 1.96% | 71,589 | Trimmed |
| 19 | SCHD | SCHWAB STRATEGIC TR | $5.3M | 1.49% | 166,018 | Trimmed |
| 20 | AAPL | APPLE INC | $4.8M | 1.37% | 16,738 | Added |
| 21 | MTUM | ISHARES TR | $4.4M | 1.25% | 12,824 | Added |
| 22 | VDC | VANGUARD WORLD FD | $3.9M | 1.11% | 17,316 | Trimmed |
| 23 | SCHF | SCHWAB STRATEGIC TR | $3.4M | 0.96% | 121,475 | Added |
| 24 | SPSM | SPDR SERIES TRUST | $3.2M | 0.91% | 55,631 | Added |
| 25 | CGSM | CAPITAL GRP FIXED INCM ETF T | $3.0M | 0.86% | 115,067 | Added |
Source: SEC Form 13F filings · as of 2026-06-30