KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT - Portfolio overview

KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT has 89 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. FNDF - SCHWAB STRATEGIC TR, 8.58%
2. SCHG - SCHWAB STRATEGIC TR, 7.79%
3. SCHV - SCHWAB STRATEGIC TR, 6.63%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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