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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
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
VDCVanguard World Fd
Recent Activity
Decreased -5.35%
1.97%
$4.202M
19,878 shares@ $211.39 avg price
IFRAIshares Tr
Recent Activity
Increased 15.98%
1.8%
$3.838M
82,922 shares@ $46.3 avg price
MTUMIshares Tr
Recent Activity
Decreased -7.06%
1.38%
$2.932M
14,170 shares@ $206.93 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 203.16%
1.24%
$2.639M
96,606 shares@ $27.33 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