Keeler & Nadler Financial Planning & Wealth Management

Keeler & Nadler Financial Planning & Wealth Management as of Dec. 31, 2022

Portfolio Holdings for Keeler & Nadler Financial Planning & Wealth Management

Keeler & Nadler Financial Planning & Wealth Management holds 47 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Msci Usa Min Vol (USMV) 12.8 $14M 196k 72.10
Ishares Tr Msci Usa Mmentm (MTUM) 7.2 $8.0M 55k 145.93
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 7.0 $7.8M 267k 29.07
Vanguard World Fds Consum Stp Etf (VDC) 6.8 $7.6M 39k 191.57
Vanguard Index Fds Growth Etf (VUG) 6.7 $7.4M 35k 213.11
Vanguard Index Fds Value Etf (VTV) 6.7 $7.4M 53k 140.37
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 6.0 $6.6M 100k 66.02
Ishares Tr Msci Eafe Min Vl (EFAV) 6.0 $6.6M 104k 63.58
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 4.6 $5.1M 92k 55.56
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 3.6 $4.0M 54k 74.22
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 2.5 $2.8M 38k 72.24
Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.4 $2.6M 82k 32.21
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.3 $2.5M 33k 75.54
Vanguard Index Fds Sml Cp Grw Etf (VBK) 2.0 $2.2M 11k 200.54
Spdr Ser Tr S&p 600 Sml Cap 1.9 $2.1M 26k 82.21
Ishares Tr Core S&p Scp Etf (IJR) 1.9 $2.1M 22k 94.64
Vanguard Specialized Funds Div App Etf (VIG) 1.8 $2.0M 13k 151.84
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.6 $1.8M 40k 44.81
Vanguard Index Fds Real Estate Etf (VNQ) 1.3 $1.4M 18k 82.48
Toro Company (TTC) 1.0 $1.1M 9.9k 113.20
Ishares U S Etf Tr Blackrock Short (MEAR) 1.0 $1.1M 22k 49.72
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.9 $1.0M 6.6k 158.79
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.9 $1.0M 26k 40.51
Apple (AAPL) 0.9 $1.0M 7.8k 129.93
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $986k 3.2k 308.90
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.8 $867k 37k 23.67
T Rowe Price Etf Price Grw Stock (TGRW) 0.7 $828k 40k 20.57
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.7 $803k 12k 69.63
Ishares Tr Msci Usa Value (VLUE) 0.7 $800k 8.8k 91.14
Vanguard Index Fds Small Cp Etf (VB) 0.7 $742k 4.0k 183.54
Ishares Tr Blackrock Ultra (ICSH) 0.6 $629k 13k 50.04
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $533k 1.4k 382.35
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.5 $531k 3.1k 173.29
Microsoft Corporation (MSFT) 0.5 $508k 2.1k 239.80
Ishares Tr National Mun Etf (MUB) 0.4 $473k 4.5k 105.51
Richmond Mut Bancorporatin I (RMBI) 0.4 $424k 33k 13.01
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.3 $355k 7.6k 46.71
Stifel Financial (SF) 0.3 $315k 5.4k 58.37
Principal Financial (PFG) 0.3 $300k 3.6k 83.92
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $283k 2.5k 113.94
Vanguard World Fds Health Car Etf (VHT) 0.2 $256k 1.0k 248.07
Amazon (AMZN) 0.2 $243k 2.9k 83.99
Invesco Actively Managed Etf Active Us Real (PSR) 0.2 $221k 2.5k 87.07
Innovator Etfs Tr Us Eqty Pwr Buf (PJUN) 0.2 $220k 7.4k 29.73
Ameren Corporation (AEE) 0.2 $213k 2.4k 88.92
Alphabet Cap Stk Cl A (GOOGL) 0.2 $205k 2.3k 88.23
Agilon Health (AGL) 0.2 $189k 12k 16.14