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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
VBKVanguard Index Fds
Recent Activity
Decreased -1.27%
0.91%
$1.933M
6,903 shares@ $280.05 avg price
SLYGSpdr Ser Tr
Recent Activity
Decreased -21.02%
0.63%
$1.325M
14,661 shares@ $90.35 avg price
VIGVanguard Specialized Funds
Recent Activity
Decreased -12.62%
0.56%
$1.193M
6,092 shares@ $195.85 avg price
EFAVIshares Tr
Recent Activity
Decreased -19.09%
0.56%
$1.18M
16,687 shares@ $70.72 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -3.47%
0.47%
$983,586
2,334 shares@ $421.42 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -0.56%
0.37%
$776,537
3,540 shares@ $219.37 avg price
VBRVanguard Index Fds
Recent Activity
Decreased -6.22%
0.34%
$707,745
3,571 shares@ $198.2 avg price
TTCToro Co
Recent Activity
Decreased -5.02%
0.24%
$500,793
6,252 shares@ $80.11 avg price
VBVanguard Index Fds
Recent Activity
Decreased -20.03%
0.24%
$497,856
2,072 shares@ $240.28 avg price
SCHESchwab Strategic Tr
Recent Activity
Decreased -2.11%
0.21%
$443,255
16,645 shares@ $26.63 avg price