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TIMOTHY BURKETT

@Keeler & Nadler Financial Planning & Wealth Management

Latest period2024 - Q4ReportedManaged Assets$213.446MTotal holdings70
Assets growth rate3.99%Assets growth rate (2-Q avg)8.36%Continuous growth in asset value6 quarters

Portfolio positions

This chart displays the top 10 holdings in Keeler & Nadler Financial Planning & Wealth Management's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 70 positions.

Assets under management

The assets under management (AUM) of Keeler & Nadler Financial Planning & Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 213.446M in assets, with a quarterly growth rate of 3.99% and a 2-quarter average growth rate of 8.36%. The portfolio is managed by TIMOTHY BURKETT, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VUGVanguard Index Fds
Recent Activity
Decreased -2%
7.45%
$15.893M
38,723 shares@ $410.44 avg price
VTVVanguard Index Fds
Recent Activity
Decreased -0.57%
4.43%
$9.453M
55,836 shares@ $169.31 avg price
USMVIshares Tr
Recent Activity
Decreased -13.07%
3.64%
$7.757M
87,362 shares@ $88.79 avg price
BNDVanguard Bd Index Fds
Recent Activity
Decreased -7.1%
3.4%
$7.256M
100,899 shares@ $71.91 avg price
VDCVanguard World Fd
Recent Activity
Decreased -5.35%
1.97%
$4.202M
19,878 shares@ $211.39 avg price
MTUMIshares Tr
Recent Activity
Decreased -7.06%
1.38%
$2.932M
14,170 shares@ $206.93 avg price
SPSMSpdr Ser Tr
Recent Activity
Decreased -6.56%
1.2%
$2.551M
56,781 shares@ $44.93 avg price
SLYVSpdr Ser Tr
Recent Activity
Decreased -12.09%
1.16%
$2.472M
28,335 shares@ $87.26 avg price
TLTIshares Tr
Recent Activity
Decreased -6.59%
1.13%
$2.399M
27,466 shares@ $87.34 avg price
AAPLApple Inc
Recent Activity
Decreased -1.99%
0.97%
$2.064M
8,241 shares@ $250.43 avg price