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
+5.99%
+1.63%
52,276.3
 
SCHG 		Schwab U.S. Large-Cap Growth ETF
736,441
18,425.8
+6.64%
8.310
+0.52%
0.050
+12.63%
+1.36%
42,362.5
 
FNDF 		Schwab Fundamental International Equity ETF
465,943
16,983.6
+4.14%
7.660
+0.30%
0.120
+9.44%
+19.33%
16,169.0
 
SCHV 		Schwab U.S. Large-Cap Value ETF
599,243
15,772.1
+7.79%
7.110
+0.51%
0.130
+4.37%
+4.89%
12,323.0
 
SPLG 		SPDR Portfolio S&P 500 ETF
235,310
15,382.2
+11.48%
6.930
+0.71%
0.020
+8.48%
+2.95%
69,533.9
 
VUG 		Vanguard Growth ETF
37,486
13,885.8
-3.19%
6.260
-0.24%
0.010
+14.00%
+3.27%
150,908.2
 
VIGI 		Vanguard International Dividend Appreciation ETF
149,732
12,465.9
+7.68%
5.620
+0.40%
0.180
+9.27%
+13.60%
7,808.5
 
VTV 		Vanguard Value ETF
55,710
9,517.0
-0.23%
4.290
-0.01%
0.010
+2.67%
+3.22%
130,164.7
 
USMV 		iShares MSCI USA Min Vol Factor ETF
82,472
7,648.4
-5.60%
3.450
-0.20%
0.030
+1.68%
+5.19%
23,891.3
 
EMXC 		iShares MSCI Emerging Markets ex China ETF
113,860
6,282.8
+9.76%
2.830
+0.25%
0.040
+13.99%
+12.08%
14,013.7
 

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 ETF2025-03-31Add
+1.66%
●
74.92 ($76.52) 77.71
$76.59
0.09%
Add 151.85%
79,103
47,694
NVDA 		NVIDIA Corp2025-03-31Add
+1.56%
●
106.98 ($126.74) 149.43
$142.83
12.70%
Add 557.78%
37,204
31,548
CGCB 		Capital Group Core Bond ETF2025-03-31Add
+1.31%
●
25.45 ($26.02) 26.41
$26.05
0.12%
Add 150.44%
184,480
110,817
BND 		Vanguard Total Bond Market ETF2025-03-31Reduce
-1.11%
●
71.17 ($72.57) 73.66
$72.69
0.17%
Reduce -32.77%
67,831
-33,068
SPLG 		SPDR Portfolio S&P 500 ETF2025-03-31Add
+0.71%
●
64.88 ($69.16) 72.1
$70.74
2.28%
Add 11.48%
235,310
24,238
QUAL 		iShares MSCI USA Quality Factor ETF2025-03-31Add
+0.59%
●
168.16 ($179.03) 186.21
$180.57
0.86%
Add 7.04%
116,406
7,659
SCHG 		Schwab U.S. Large-Cap Growth ETF2025-03-31Add
+0.52%
●
24.91 ($27.39) 29.02
$28.22
3.03%
Add 6.64%
736,441
45,879
SCHV 		Schwab U.S. Large-Cap Value ETF2025-03-31Add
+0.51%
●
25.77 ($26.84) 27.6
$27.20
1.34%
Add 7.79%
599,243
43,289
TLT 		iShares 20+ Year Treasury Bond ETF2025-03-31Reduce
-0.40%
●
85.29 ($89.02) 92.57
$86.14
-3.24%
Reduce -36.03%
17,569
-9,897
VIGI 		Vanguard International Dividend Appreciation ETF2025-03-31Add
+0.40%
●
78.97 ($83.11) 85.82
$90.31
8.66%
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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