CIK 2035883
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT
Institutional 13F holdings & portfolio
Holdings
79
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 51–79 of 79
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GOOG | ALPHABET INC | 2K | $500K+ | SH |
| SCHE | SCHWAB STRATEGIC TR | 14K | $100K–$500K | SH |
| TTC | TORO CO | 5K | $100K–$500K | SH |
| VIOO | VANGUARD ADMIRAL FDS INC | 4K | $100K–$500K | SH |
| RTX | RTX CORPORATION | 2K | $100K–$500K | SH |
| IVV | ISHARES TR | 539 | $100K–$500K | SH |
| QQQ | INVESCO QQQ TR | 576 | $100K–$500K | SH |
| TSLA | TESLA INC | 724 | $100K–$500K | SH |
| MEAR | ISHARES U S ETF TR | 6K | $100K–$500K | SH |
| GLW | CORNING INC | 4K | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW | 2K | $100K–$500K | SH |
| MBCN | MIDDLEFIELD BANC CORP | 9K | $100K–$500K | SH |
| XLG | INVESCO EXCHANGE TRADED FD | 5K | $100K–$500K | SH |
| META | META PLATFORMS INC | 450 | $100K–$500K | SH |
| FNDX | SCHWAB STRATEGIC TR | 11K | $100K–$500K | SH |
| PFG | PRINCIPAL FINANCIAL GROUP | 3K | $100K–$500K | SH |
| VTI | VANGUARD INDEX FDS | 816 | $100K–$500K | SH |
| ABBV | ABBVIE INC | 1K | $100K–$500K | SH |
| UPST | UPSTART HLDGS INC | 6K | $100K–$500K | SH |
| VLUE | ISHARES TR | 2K | $100K–$500K | SH |
| GILD | GILEAD SCIENCES INC | 2K | $100K–$500K | SH |
| AEE | AMEREN CORP | 2K | $100K–$500K | SH |
| JNJ | JOHNSON & JOHNSON | 1K | $100K–$500K | SH |
| VYM | VANGUARD WHITEHALL FDS | 2K | $100K–$500K | SH |
| SO | SOUTHERN CO | 2K | $100K–$500K | SH |
| SF | STIFEL FINL CORP | 2K | $100K–$500K | SH |
| MA | MASTERCARD INCORPORATED | 373 | $100K–$500K | SH |
| PG | PROCTER AND GAMBLE CO | 1K | $100K–$500K | SH |
| DBI | DESIGNER BRANDS INC | 19K | $100K–$500K | SH |