KN

KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT

13F
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT
Last update 2025-05-12 71 Stocks (3 new)
Value $222.00 Mil Turnover 9 %
Countries:
Top Holdings: QUAL(8.90%)SCHG(8.31%)FNDF(7.66%)SCHV(7.11%)SPLG(6.93%)
Summary Stock Picks Current Portfolio
KEELER & NADLER FINANCIAL PLAN... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
QUAL
iShares MSCI USA Quality Factor ETF
116,406
19,743.6
+7.04%
8.900
+0.59%
0.040
+7.01%
+3.75%
53,286.0
 
SCHG
Schwab U.S. Large-Cap Growth ETF
736,441
18,425.8
+6.64%
8.310
+0.52%
0.050
+14.49%
+4.69%
44,121.2
 
FNDF
Schwab Fundamental International Equity ETF
Schwab Fundamental International Equity ETF
465,943
16,983.6
+4.14%
7.660
+0.30%
0.120
+12.07%
+22.40%
16,584.4
 
SCHV
Schwab U.S. Large-Cap Value ETF
599,243
15,772.1
+7.79%
7.110
+0.51%
0.130
+5.34%
+8.62%
12,781.3
 
SPLG
SPDR Portfolio S&P 500 ETF
235,310
15,382.2
+11.48%
6.930
+0.71%
0.020
+10.24%
+6.51%
72,126.6
 
VUG
Vanguard Growth ETF
37,486
13,885.8
-3.19%
6.260
-0.24%
0.010
+16.03%
+6.80%
150,804.6
 
VIGI
Vanguard International Dividend Appreciation ETF
Vanguard International Dividend Appreciation ETF
149,732
12,465.9
+7.68%
5.620
+0.40%
0.180
+9.25%
+14.00%
7,809.4
 
VTV
Vanguard Value ETF
55,710
9,517.0
-0.23%
4.290
-0.01%
0.010
+3.69%
+6.75%
131,078.0
 
USMV
iShares MSCI USA Min Vol Factor ETF
82,472
7,648.4
-5.60%
3.450
-0.20%
0.030
-0.08%
+5.91%
23,745.8
 
EMXC
iShares MSCI Emerging Markets ex China ETF
iShares MSCI Emerging Markets ex China ETF
113,860
6,282.8
+9.76%
2.830
+0.25%
0.040
+16.19%
+16.35%
13,743.3
 

KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT's Historical Top Holdings Breakdowns

KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VCRB
Vanguard Core Bond ETF
2025-03-31
Add
Add
+1.66%
●
74.92 ($76.52) 77.71
$77.13
0.80%
Add 151.85%
79,103
47,694
NVDA
NVIDIA Corp
2025-03-31
Add
Add
+1.56%
●
106.98 ($126.74) 149.43
$157.25
24.07%
Add 557.78%
37,204
31,548
CGCB
Capital Group Core Bond ETF
2025-03-31
Add
Add
+1.31%
●
25.45 ($26.02) 26.41
$26.27
0.96%
Add 150.44%
184,480
110,817
BND
Vanguard Total Bond Market ETF
2025-03-31
Reduce
Reduce
-1.11%
●
71.17 ($72.57) 73.66
$73.26
0.95%
Reduce -32.77%
67,831
-33,068
SPLG
SPDR Portfolio S&P 500 ETF
2025-03-31
Add
Add
+0.71%
●
64.88 ($69.16) 72.1
$72.97
5.51%
Add 11.48%
235,310
24,238
QUAL
iShares MSCI USA Quality Factor ETF
2025-03-31
Add
Add
+0.59%
●
168.16 ($179.03) 186.21
$183.94
2.74%
Add 7.04%
116,406
7,659
SCHG
Schwab U.S. Large-Cap Growth ETF
2025-03-31
Add
Add
+0.52%
●
24.91 ($27.39) 29.02
$29.12
6.32%
Add 6.64%
736,441
45,879
SCHV
Schwab U.S. Large-Cap Value ETF
2025-03-31
Add
Add
+0.51%
●
25.77 ($26.84) 27.6
$28.02
4.40%
Add 7.79%
599,243
43,289
TLT
iShares 20+ Year Treasury Bond ETF
2025-03-31
Reduce
Reduce
-0.40%
●
85.29 ($89.02) 92.57
$87.57
-1.63%
Reduce -36.03%
17,569
-9,897
VIGI
Vanguard International Dividend Appreciation ETF
Vanguard International Dividend Appreciation ETF
2025-03-31
Add
Add
+0.40%
●
78.97 ($83.11) 85.82
$90.08
8.39%
Add 7.68%
149,732
10,681

KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT Total Holding History ($B)

To

KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT's Asset Allocation

To

KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT's Hypothetical Growth since 2025-03-31

KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT's Yearly Returns

Year Portfolio % % Excess Gain %

KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT's Holdings Heat Map

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KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT's Holdings Bubble Chart

KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT News

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