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Keeler & Nadler Financial Planning & Wealth Management

All holdings · as of Dec 31, 2025

79 positions

CompanyClassValueShares% of portfolio
Designer Brands Inc.DBICommon Stock$142.4K19,1660.0%
PROCTER & GAMBLE Co$201.5K1,4060.1%
Mastercard Inc$212.8K3730.1%
STIFEL FINANCIAL CORP$215.5K1,7210.1%
SOUTHERN CO$216.2K2,4790.1%
VANGUARD WHITEHALL FDS$226.1K1,5750.1%
JOHNSON & JOHNSON$233.1K1,1270.1%
Ameren Corp$239.8K2,4010.1%
GILEAD SCIENCES, INC.$255.3K2,0800.1%
ISHARES TR$259.4K1,8970.1%
Upstart Holdings, INC.$262.7K6,0070.1%
AbbVie Inc.$267.2K1,1690.1%
VANGUARD INDEX FDS$273.6K8160.1%
Principal Financial Group Inc$293.9K3,3320.1%
SCHWAB STRATEGIC TR$294.9K10,8390.1%
Meta Platforms Inc$297.3K4500.1%
INVESCO EXCHANGE TRADED FD$307.1K5,1810.1%
MIDDLEFIELD BANC CORPMBCNCommon Stock$313.1K9,0640.1%
CHEVRON CORP$316.2K2,0740.1%
CORNING INC /NY$316.5K3,6150.1%
ISHARES U S ETF TR$320.4K6,3660.1%
Tesla Inc$325.6K7240.1%
INVESCO QQQ TR$354.1K5760.1%
ISHARES TR$369.1K5390.1%
RTX Corp$384.5K2,0970.1%
VANGUARD ADMIRAL FDS INC$396.4K3,5730.1%
TORO CO$416.7K5,2940.1%
SCHWAB STRATEGIC TR$460.8K14,0700.2%
Alphabet Inc.$530.7K1,6910.2%
Richmond Mutual BanCorp Inc$603.8K43,0040.2%
VANGUARD INDEX FDS$621.6K2,4100.2%
JPMORGAN CHASE & CO$653.0K2,0260.2%
Visa Inc$660.3K1,8830.2%
ISHARES TR$739.1K14,0450.3%
VANGUARD INDEX FDS$740.3K3,4950.3%
T ROWE PRICE ETF INC$769.8K20,1420.3%
CAPITAL GRP FIXED INCM ETF$822.8K31,0240.3%
Broadcom Inc.$833.4K2,4080.3%
Alphabet Inc.$860.0K2,7480.3%
ISHARES TR$910.5K10,5560.3%
SCHWAB STRATEGIC TR$938.6K32,9570.3%
VANGUARD BD INDEX FDS$988.9K13,3510.3%
SPDR SERIES TRUST$1.00M10,6380.3%
Amazon.com Inc$1.01M4,3890.4%
MICROSOFT CORP$1.11M2,2870.4%
T ROWE PRICE ETF INC$1.17M25,4110.4%
ISHARES INC$1.27M17,4270.4%
VANGUARD SPECIALIZED FUNDS$1.42M6,4510.5%
Warren E. Buffett$1.45M2,8940.5%
BlackRock ETF Trust - iShares International Country Rotation Active ETF$1.71M28,1410.6%
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