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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
QUALIshares Tr
Recent Activity
Increased 9.78%
9.08%
$19.366M
108,747 shares@ $178.09 avg price
SCHGSchwab Strategic Tr
Recent Activity
Increased 318.33%
9.02%
$19.246M
690,562 shares@ $27.88 avg price
FNDFSchwab Strategic Tr
Recent Activity
Increased 5.7%
6.97%
$14.859M
447,422 shares@ $33.21 avg price
SPLGSpdr Ser Tr
Recent Activity
Increased 20.97%
6.82%
$14.551M
211,072 shares@ $68.95 avg price
SCHVSchwab Strategic Tr
Recent Activity
Increased 229.18%
6.8%
$14.494M
555,954 shares@ $26.07 avg price
VIGIVanguard Whitehall Fds
Recent Activity
Increased 8.82%
5.22%
$11.123M
139,051 shares@ $80.0 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 2.81%
2.96%
$6.306M
10,760 shares@ $586.07 avg price
IYWIshares Tr
Recent Activity
Increased 15.06%
2.84%
$6.041M
37,868 shares@ $159.53 avg price
EMXCIshares Inc
Recent Activity
Increased 20.67%
2.7%
$5.752M
103,734 shares@ $55.45 avg price
IJRIshares Tr
Recent Activity
Increased 9.29%
2.65%
$5.641M
48,956 shares@ $115.22 avg price