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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT

Quarter ended Q3 2025 · Filed October 29, 2025 · Accession 0001214659-25-015511

Total Value
$272.8M
Positions
79
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (79)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB STRATEGIC TR808524300804,785$25.7M9.41%
2ISHARES TR46432F339125,676$24.4M8.96%
3SCHWAB STRATEGIC TR808524755511,807$22.0M8.06%
4SPDR SERIES TRUST78464A854252,792$19.8M7.26%
5SCHWAB STRATEGIC TR808524409649,609$18.9M6.93%
6VANGUARD INDEX FDS92290873636,870$17.7M6.48%
7VANGUARD WHITEHALL FDS921946810164,518$14.7M5.40%
8VANGUARD MALVERN FDS922020748182,450$14.3M5.24%
9VANGUARD INDEX FDS92290874457,487$10.7M3.93%
10SPDR S&P 500 ETF TRSPY11,308$7.5M2.76%
11ISHARES TR46429B69777,599$7.4M2.71%
12ISHARES TR46428780458,360$6.9M2.54%
13NVIDIA CORPORATIONNVDA34,893$6.5M2.39%
14BLACKROCK ETF TRUSTBLK184,991$6.3M2.32%
15ISHARES INC46434G10395,455$6.3M2.31%
16SCHWAB STRATEGIC TR808524797150,822$4.1M1.51%
17VANGUARD WORLD FD92204A20719,161$4.1M1.50%
18ISHARES TR46432F39613,294$3.4M1.25%
19SCHWAB STRATEGIC TR808524805117,719$2.7M1.00%
20ISHARES TR46428772113,695$2.7M0.98%
21SPDR SERIES TRUST78468R85354,941$2.5M0.93%
22SPDR SERIES TRUST78464A30025,680$2.3M0.83%
23CAPITAL GRP FIXED INCM ETF T14020Y60781,615$2.2M0.79%
24APPLE INCAAPL8,314$2.1M0.78%
25ISHARES INC46434G76431,120$2.1M0.77%
26VANGUARD INDEX FDS9229085956,764$2.0M0.74%
27CAPITAL GRP FIXED INCM ETF T14020Y20173,646$2.0M0.74%
28SCHWAB STRATEGIC TR80852410271,258$1.8M0.67%
29VANGUARD BD INDEX FDS92193783522,876$1.7M0.62%
30BERKSHIRE HATHAWAY INC DELBRK-A2,976$1.5M0.55%
31ISHARES TR46428841414,027$1.5M0.55%
32CAPITAL GRP FIXED INCM ETF T14020Y50854,723$1.5M0.53%
33VANGUARD SPECIALIZED FUNDS9219088446,405$1.4M0.51%
34ISHARES TR46435U71324,529$1.3M0.47%
35MICROSOFT CORPMSFT2,287$1.2M0.43%
36T ROWE PRICE ETF INC87283Q30525,411$1.2M0.42%
37SPDR SERIES TRUST78464A20111,900$1.1M0.41%
38ISHARES TR46429B68912,111$1.0M0.38%
39AMAZON COM INCAMZN4,390$963,8080.35%
40SCHWAB STRATEGIC TR80852460732,812$915,4560.34%
41BROADCOM INCAVGO2,408$794,4230.29%
42VANGUARD INDEX FDS9229086113,496$729,7120.27%
43ALPHABET INCGOOG2,749$668,3450.24%
44VISA INCV1,885$643,4430.24%
45JPMORGAN CHASE & CO.VYLD2,015$635,6990.23%
46RICHMOND MUT BANCORPORATION76525P10043,004$611,0800.22%
47VANGUARD INDEX FDS9229087512,394$608,8540.22%
48T ROWE PRICE ETF INC87283Q86715,646$589,8650.22%
49SCHWAB STRATEGIC TR80852470613,890$463,5090.17%
50ALPHABET INCGOOG1,691$411,8210.15%
51TORO COTORO5,279$402,2440.15%
52VANGUARD ADMIRAL FDS INC9219328283,557$392,9320.14%
53ISHARES TR4642874324,370$390,5570.14%
54RTX CORPORATIONRTX2,096$350,8000.13%
55ISHARES TR464287200524$350,7270.13%
56INVESCO QQQ TRIVZ559$335,4090.12%
57META PLATFORMS INCMETA451$331,3240.12%
58CHEVRON CORP NEWCVX2,085$323,7190.12%
59TESLA INCTSLA726$322,8460.12%
60ISHARES U S ETF TR46431W8386,356$321,0580.12%
61UPSTART HLDGS INCUPST6,007$305,1560.11%
62INVESCO EXCHANGE TRADED FD TIVZ5,181$298,0110.11%
63CORNING INCGLW3,615$296,5380.11%
64VANGUARD STAR FDS9219097683,956$290,5920.11%
65PRINCIPAL FINANCIAL GROUP INPFG3,332$276,2560.10%
66MIDDLEFIELD BANC CORP5963042049,064$272,0110.10%
67ABBVIE INCABBV1,169$270,6530.10%
68VANGUARD INDEX FDS922908769814$267,1570.10%
69VANGUARD WORLD FD92204A504972$252,2280.09%
70AMEREN CORPAEE2,401$250,6160.09%
71SOUTHERN COSOMN2,505$237,3990.09%
72ISHARES TR46432F3881,886$235,8740.09%
73GILEAD SCIENCES INCGILD2,080$230,8700.08%
74GALLAGHER ARTHUR J & CO363576109737$228,2780.08%
75VANGUARD WHITEHALL FDS9219464061,577$222,2140.08%
76MASTERCARD INCORPORATEDMA373$212,2890.08%
77JOHNSON & JOHNSONJNJ1,114$206,4660.08%
78PROCTER AND GAMBLE CO7427181091,311$201,3970.07%
79DESIGNER BRANDS INCDBI19,166$67,8480.02%