KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT
Dublin OH · SEC CIK 0002035883
$2.95亿2026Q1 申报市值
82持仓数
59.5%前十大占比 · 第一大 9.2%
7 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
DYNF 加仓+$643.96万
VXUS 加仓+$440.91万
FNDX 加仓+$324.00万
VOO 新建仓+$110.91万
SPY 加仓+$103.01万
2026Q1 卖出最多 按季末市值估算
QUAL 减仓-$606.20万
VIGI 减仓-$368.25万
EMXC 减仓-$46.03万
CGCB 减仓-$38.77万
MIDDLEFIELD BANC 清仓-$31.31万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | MIDDLEFIELD BANC CORP | $0 | 0.00% | 0 | -9,064 | -100.0% | -$31.31万 | 清仓 |
| UPST | UPSTART HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SF | STIFEL FINL CORP | $0 | 0.00% | 0 | -2,582 | -100.0% | -$21.55万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -373 | -100.0% | -$21.28万 | 清仓 |
| DBI | DESIGNER BRANDS INC | $10.91万 | 0.04% | 19,166 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $20.35万 | 0.07% | 1,409 | 3 | 0.2% | $433 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $21.03万 | 0.07% | 5,558 | 5,558 | — | $21.03万 | 新建仓 |
| ABBV | ABBVIE INC | $23.12万 | 0.08% | 1,063 | -106 | -9.1% | -$2.31万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $23.28万 | 0.08% | 1,572 | -3 | -0.2% | -$444 | 减仓 |
| SO | SOUTHERN CO | $23.95万 | 0.08% | 2,481 | 2 | 0.1% | $193 | 加仓 |
| — | EXXON MOBIL CORP | $25.96万 | 0.09% | 1,530 | 1,530 | — | $25.96万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $26.23万 | 0.09% | 817 | 1 | 0.1% | $321 | 加仓 |
| META | META PLATFORMS INC | $26.24万 | 0.09% | 459 | 9 | 2.0% | $5,144 | 加仓 |
| AEE | AMEREN CORP | $26.39万 | 0.09% | 2,401 | 0 | 0.0% | — | 不变 |
| VLUE | ISHARES TR | $27.10万 | 0.09% | 1,906 | 9 | 0.5% | $1,280 | 加仓 |
| TSLA | TESLA INC | $27.17万 | 0.09% | 731 | 7 | 1.0% | $2,602 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $27.30万 | 0.09% | 5,005 | -176 | -3.4% | -$9,601 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $27.54万 | 0.09% | 1,127 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $28.99万 | 0.10% | 2,080 | 0 | 0.0% | — | 不变 |
| MEAR | ISHARES U S ETF TR | $29.96万 | 0.10% | 5,952 | -414 | -6.5% | -$2.08万 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $30.02万 | 0.10% | 3,332 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $30.73万 | 0.10% | 9,165 | 9,165 | — | $30.73万 | 新建仓 |
| FMNB | FARMERS NATIONAL BANC CORP | $31.21万 | 0.11% | 23,713 | 23,713 | — | $31.21万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $36.71万 | 0.12% | 636 | 60 | 10.4% | $3.46万 | 加仓 |
| IVV | ISHARES TR | $37.58万 | 0.13% | 575 | 36 | 6.7% | $2.35万 | 加仓 |
| RTX | RTX CORPORATION | $40.44万 | 0.14% | 2,097 | 0 | 0.0% | — | 不变 |
| VIOO | VANGUARD ADMIRAL FDS INC | $41.03万 | 0.14% | 3,573 | 0 | 0.0% | — | 不变 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $42.70万 | 0.14% | 16,259 | -14,765 | -47.6% | -$38.77万 | 减仓 |
| CVX | CHEVRON CORPORATION | $42.99万 | 0.15% | 2,078 | 4 | 0.2% | $827 | 加仓 |
| USAC | USA COMPRESSION PARTNERS LP | $44.88万 | 0.15% | 16,548 | 16,548 | — | $44.88万 | 新建仓 |
| SCHE | SCHWAB STRATEGIC TR | $45.37万 | 0.15% | 13,768 | -302 | -2.1% | -$9,951 | 减仓 |
| GOOG | ALPHABET INC | $48.53万 | 0.16% | 1,692 | 1 | 0.1% | $287 | 加仓 |
| GLW | CORNING INC | $49.15万 | 0.17% | 3,615 | 0 | 0.0% | — | 不变 |
| TTC | TORO CO | $49.58万 | 0.17% | 5,307 | 13 | 0.2% | $1,215 | 加仓 |
| IFRA | ISHARES TR | $52.16万 | 0.18% | 9,120 | -4,925 | -35.1% | -$28.17万 | 减仓 |
| V | VISA INC | $56.90万 | 0.19% | 1,883 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $58.26万 | 0.20% | 1,981 | -45 | -2.2% | -$1.32万 | 减仓 |
| — | RICHMOND MUT BANCORPORATION | $58.36万 | 0.20% | 43,004 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $62.80万 | 0.21% | 2,398 | -12 | -0.5% | -$3,143 | 减仓 |
| VBR | VANGUARD INDEX FDS | $75.66万 | 0.26% | 3,483 | -12 | -0.3% | -$2,607 | 减仓 |
| AVGO | BROADCOM INC | $76.11万 | 0.26% | 2,459 | 51 | 2.1% | $1.58万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $83.22万 | 0.28% | 4,000 | 4,000 | — | $83.22万 | 新建仓 |
| BND | VANGUARD BD INDEX FDS | $83.51万 | 0.28% | 11,340 | -2,011 | -15.1% | -$14.81万 | 减仓 |
| MSFT | MICROSOFT CORP | $86.39万 | 0.29% | 2,334 | 47 | 2.1% | $1.74万 | 加仓 |
| GOOGL | ALPHABET INC | $87.47万 | 0.30% | 3,042 | 294 | 10.7% | $8.45万 | 加仓 |
| TCAF | T ROWE PRICE ETF INC | $90.58万 | 0.31% | 25,452 | 5,310 | 26.4% | $18.90万 | 加仓 |
| EMXC | ISHARES INC | $91.05万 | 0.31% | 11,575 | -5,852 | -33.6% | -$46.03万 | 减仓 |
| EFAV | ISHARES TR | $96.45万 | 0.33% | 10,556 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $96.46万 | 0.33% | 33,171 | 214 | 0.6% | $6,223 | 加仓 |
| TGRW | T ROWE PRICE ETF INC | $102.40万 | 0.35% | 25,285 | -126 | -0.5% | -$5,103 | 减仓 |
| SLYG | SPDR SERIES TRUST | $102.55万 | 0.35% | 10,614 | -24 | -0.2% | -$2,319 | 减仓 |
| VOO | VANGUARD INDEX FDS | $110.91万 | 0.38% | 1,856 | 1,856 | — | $110.91万 | 新建仓 |
| AMZN | AMAZON COM INC | $125.29万 | 0.43% | 6,016 | 1,627 | 37.1% | $33.88万 | 加仓 |
| IYW | ISHARES TR | $132.79万 | 0.45% | 7,320 | -1,623 | -18.1% | -$29.44万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $138.68万 | 0.47% | 2,894 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $139.59万 | 0.47% | 6,491 | 40 | 0.6% | $8,602 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $170.23万 | 0.58% | 67,823 | -1,408 | -2.0% | -$3.53万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $202.05万 | 0.69% | 6,685 | 2 | 0.0% | $604 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $205.49万 | 0.70% | 75,686 | 544 | 0.7% | $1.48万 | 加仓 |
| MUB | ISHARES TR | $214.66万 | 0.73% | 20,222 | 1,540 | 8.2% | $16.35万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $216.75万 | 0.74% | 22,917 | 47 | 0.2% | $4,445 | 加仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $257.35万 | 0.87% | 97,927 | 12,399 | 14.5% | $32.58万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $268.32万 | 0.91% | 55,529 | 324 | 0.6% | $1.57万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $297.33万 | 1.01% | 120,134 | -660 | -0.5% | -$1.63万 | 减仓 |
| MTUM | ISHARES TR | $306.84万 | 1.04% | 12,785 | -119 | -0.9% | -$2.86万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $354.19万 | 1.20% | 127,177 | 116,338 | 1,073.3% | $324.00万 | 加仓 |
| VDC | VANGUARD WORLD FD | $400.39万 | 1.36% | 17,827 | -472 | -2.6% | -$10.60万 | 减仓 |
| AAPL | APPLE INC | $423.44万 | 1.44% | 16,685 | -424 | -2.5% | -$10.76万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $512.12万 | 1.74% | 166,923 | 6,803 | 4.2% | $20.87万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $602.50万 | 2.04% | 34,547 | 107 | 0.3% | $1.87万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $624.13万 | 2.12% | 80,940 | 57,179 | 240.6% | $440.91万 | 加仓 |
| USMV | ISHARES TR | $693.00万 | 2.35% | 74,725 | -686 | -0.9% | -$6.36万 | 减仓 |
| IJR | ISHARES TR | $788.38万 | 2.67% | 63,421 | 954 | 1.5% | $11.86万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $793.63万 | 2.69% | 240,859 | 18,457 | 8.3% | $60.82万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $807.68万 | 2.74% | 138,825 | 110,684 | 393.3% | $643.96万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $826.10万 | 2.80% | 12,703 | 1,584 | 14.2% | $103.01万 | 加仓 |
| IEMG | ISHARES INC | $880.36万 | 2.99% | 126,216 | 8,125 | 6.9% | $56.67万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $1,066.54万 | 3.62% | 120,568 | -41,629 | -25.7% | -$368.25万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $1,154.75万 | 3.92% | 58,856 | 1,151 | 2.0% | $22.58万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,605.87万 | 5.45% | 36,765 | 580 | 1.6% | $25.33万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $1,734.66万 | 5.88% | 224,174 | 9,074 | 4.2% | $70.21万 | 加仓 |
| QUAL | ISHARES TR | $1,748.66万 | 5.93% | 91,166 | -31,604 | -25.7% | -$606.20万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $2,075.33万 | 7.04% | 271,144 | 4,530 | 1.7% | $34.67万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $2,096.39万 | 7.11% | 687,339 | 7,014 | 1.0% | $21.39万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $2,462.87万 | 8.36% | 845,477 | 14,941 | 1.8% | $43.52万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $2,711.89万 | 9.20% | 554,239 | 5,948 | 1.1% | $29.10万 | 加仓 |