KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT
Dublin OH · SEC CIK 0002035883
$3.52亿2026Q2 申报市值
85持仓数
57.6%前十大占比 · 第一大 8.5%
4 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
FNDX 加仓+$836.13万
DYNF 加仓+$666.52万
VXUS 加仓+$445.47万
VCRB 加仓+$185.23万
SPYM 加仓+$121.65万
2026Q2 卖出最多 按季末市值估算
QUAL 减仓-$597.57万
VIGI 减仓-$318.59万
V 减仓-$37.99万
EMXC 减仓-$32.95万
IYW 减仓-$32.56万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -1,530 | -100.0% | -$25.96万 | 清仓 |
| PG | PROCTER & GAMBLE CO | $0 | 0.00% | 0 | -1,409 | -100.0% | -$20.35万 | 清仓 |
| DBI | DESIGNER BRANDS INC | $11.17万 | 0.03% | 19,166 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $20.48万 | 0.06% | 5,573 | 15 | 0.3% | $551 | 加仓 |
| UPST | UPSTART HLDGS INC | $21.28万 | 0.06% | 6,007 | 0 | 0.0% | — | 重新持有 |
| IWM | ISHARES TR | $23.16万 | 0.07% | 771 | 771 | — | $23.16万 | 新建仓 |
| CSCO | CISCO SYS INC | $23.70万 | 0.07% | 2,018 | 2,018 | — | $23.70万 | 新建仓 |
| SO | SOUTHERN CO | $23.75万 | 0.07% | 2,481 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $24.96万 | 0.07% | 1,579 | 7 | 0.4% | $1,106 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $25.12万 | 0.07% | 218 | 218 | — | $25.12万 | 新建仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $25.81万 | 0.07% | 4,215 | -790 | -15.8% | -$4.84万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $26.28万 | 0.07% | 2,080 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $26.57万 | 0.08% | 775 | -1,108 | -58.8% | -$37.99万 | 减仓 |
| AEE | AMEREN CORP | $27.14万 | 0.08% | 2,401 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $27.25万 | 0.08% | 484 | 25 | 5.4% | $1.41万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $28.62万 | 0.08% | 1,127 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $29.02万 | 0.08% | 1,153 | 90 | 8.5% | $2.27万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $29.30万 | 0.08% | 9,165 | 0 | 0.0% | — | 不变 |
| MEAR | ISHARES U S ETF TR | $30.20万 | 0.09% | 5,994 | 42 | 0.7% | $2,116 | 加仓 |
| TSLA | TESLA INC | $30.74万 | 0.09% | 731 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $32.22万 | 0.09% | 1,944 | -134 | -6.4% | -$2.22万 | 减仓 |
| FMNB | FARMERS NATIONAL BANC CORP | $35.02万 | 0.10% | 23,989 | 276 | 1.2% | $4,030 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $35.91万 | 0.10% | 3,332 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $37.05万 | 0.11% | 1,001 | 184 | 22.5% | $6.81万 | 加仓 |
| VLUE | ISHARES TR | $38.21万 | 0.11% | 1,912 | 6 | 0.3% | $1,199 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $38.92万 | 0.11% | 14,865 | -1,394 | -8.6% | -$3.65万 | 减仓 |
| IVV | ISHARES TR | $39.09万 | 0.11% | 522 | -53 | -9.2% | -$3.97万 | 减仓 |
| RTX | RTX CORPORATION | $39.78万 | 0.11% | 2,097 | 0 | 0.0% | — | 不变 |
| IFRA | ISHARES TR | $42.09万 | 0.12% | 6,676 | -2,444 | -26.8% | -$15.41万 | 减仓 |
| USAC | USA COMPRESSION PARTNERS LP | $43.67万 | 0.12% | 16,548 | 0 | 0.0% | — | 不变 |
| TTC | TORO CO | $44.74万 | 0.13% | 4,592 | -715 | -13.5% | -$6.97万 | 减仓 |
| QQQ | INVESCO QQQ TR | $47.80万 | 0.14% | 649 | 13 | 2.0% | $9,575 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $48.12万 | 0.14% | 3,499 | -74 | -2.1% | -$1.02万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $50.75万 | 0.14% | 13,997 | 229 | 1.7% | $8,303 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $56.00万 | 0.16% | 15,187 | 15,187 | — | $56.00万 | 新建仓 |
| GOOG | ALPHABET INC | $63.67万 | 0.18% | 1,802 | 110 | 6.5% | $3.89万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $64.87万 | 0.18% | 1,982 | 1 | 0.1% | $327 | 加仓 |
| VB | VANGUARD INDEX FDS | $66.53万 | 0.19% | 2,195 | -203 | -8.5% | -$6.15万 | 减仓 |
| — | RICHMOND MUT BANCORPORATION | $68.29万 | 0.19% | 43,004 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $71.03万 | 0.20% | 9,676 | -1,664 | -14.7% | -$12.22万 | 减仓 |
| EFAV | ISHARES TR | $81.71万 | 0.23% | 9,316 | -1,240 | -11.7% | -$10.88万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $84.90万 | 0.24% | 3,494 | 11 | 0.3% | $2,673 | 加仓 |
| EMXC | ISHARES INC | $85.46万 | 0.24% | 8,354 | -3,221 | -27.8% | -$32.95万 | 减仓 |
| MSFT | MICROSOFT CORP | $91.55万 | 0.26% | 2,454 | 120 | 5.1% | $4.48万 | 加仓 |
| GLW | CORNING INC | $92.34万 | 0.26% | 3,615 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $95.50万 | 0.27% | 2,528 | 69 | 2.8% | $2.61万 | 加仓 |
| GOOGL | ALPHABET INC | $108.76万 | 0.31% | 3,043 | 1 | 0.0% | $357 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $114.23万 | 0.32% | 4,000 | 0 | 0.0% | — | 不变 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $115.38万 | 0.33% | 28,074 | 2,622 | 10.3% | $10.78万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $119.61万 | 0.34% | 10,041 | -573 | -5.4% | -$6.83万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $120.46万 | 0.34% | 33,340 | 169 | 0.5% | $6,106 | 加仓 |
| TGRW | T ROWE PRICE EXCHANGE-TRADED | $120.66万 | 0.34% | 25,285 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $136.21万 | 0.39% | 1,983 | 127 | 6.8% | $8.72万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $139.91万 | 0.40% | 2,796 | -98 | -3.4% | -$4.90万 | 减仓 |
| AMZN | AMAZON COM INC | $148.05万 | 0.42% | 6,212 | 196 | 3.3% | $4.67万 | 加仓 |
| IYW | ISHARES TR | $152.06万 | 0.43% | 6,029 | -1,291 | -17.6% | -$32.56万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $157.72万 | 0.45% | 6,666 | 175 | 2.7% | $4.14万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $196.14万 | 0.56% | 67,727 | -96 | -0.1% | -$2,780 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $212.62万 | 0.60% | 77,402 | 1,716 | 2.3% | $4.71万 | 加仓 |
| MUB | ISHARES TR | $227.35万 | 0.65% | 21,125 | 903 | 4.5% | $9.72万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $243.98万 | 0.69% | 6,672 | -13 | -0.2% | -$4,754 | 减仓 |
| SLYV | SPDR SERIES TRUST | $244.77万 | 0.69% | 22,434 | -483 | -2.1% | -$5.27万 | 减仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $303.60万 | 0.86% | 115,067 | 17,140 | 17.5% | $45.22万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $320.82万 | 0.91% | 55,631 | 102 | 0.2% | $5,882 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $336.49万 | 0.96% | 121,475 | 1,341 | 1.1% | $3.71万 | 加仓 |
| VDC | VANGUARD WORLD FD | $390.47万 | 1.11% | 17,316 | -511 | -2.9% | -$11.52万 | 减仓 |
| MTUM | ISHARES TR | $439.64万 | 1.25% | 12,824 | 39 | 0.3% | $1.34万 | 加仓 |
| AAPL | APPLE INC | $484.34万 | 1.37% | 16,738 | 53 | 0.3% | $1.53万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $526.44万 | 1.49% | 166,018 | -905 | -0.5% | -$2.87万 | 减仓 |
| USMV | ISHARES TR | $690.55万 | 1.96% | 71,589 | -3,136 | -4.2% | -$30.25万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $693.21万 | 1.97% | 34,645 | 98 | 0.3% | $1.96万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $807.28万 | 2.29% | 86,451 | -34,117 | -28.3% | -$318.59万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $963.35万 | 2.73% | 12,900 | 197 | 1.6% | $14.71万 | 加仓 |
| IJR | ISHARES TR | $973.16万 | 2.76% | 65,616 | 2,195 | 3.5% | $32.55万 | 加仓 |
| IEMG | ISHARES INC | $1,115.04万 | 3.17% | 134,601 | 8,385 | 6.6% | $69.46万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $1,137.43万 | 3.23% | 133,048 | 52,108 | 64.4% | $445.47万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $1,231.65万 | 3.50% | 396,028 | 268,851 | 211.4% | $836.13万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $1,240.19万 | 3.52% | 235,240 | -5,619 | -2.3% | -$29.62万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $1,328.97万 | 3.77% | 60,981 | 2,125 | 3.6% | $46.31万 | 加仓 |
| QUAL | ISHARES TR | $1,402.88万 | 3.98% | 63,933 | -27,233 | -29.9% | -$597.57万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $1,610.67万 | 4.57% | 236,828 | 98,003 | 70.6% | $666.52万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $1,916.59万 | 5.44% | 248,157 | 23,983 | 10.7% | $185.23万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,958.20万 | 5.56% | 227,328 | 6,738 | 3.1% | $58.04万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $2,436.41万 | 6.92% | 699,917 | 12,578 | 1.8% | $43.78万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $2,504.46万 | 7.11% | 284,987 | 13,843 | 5.1% | $121.65万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $2,917.79万 | 8.28% | 862,230 | 16,753 | 2.0% | $56.69万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $2,989.83万 | 8.49% | 566,686 | 12,447 | 2.2% | $65.67万 | 加仓 |