test

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
IFRAIshares Tr
Recent Activity
Increased 15.98%
1.8%
$3.838M
82,922 shares@ $46.3 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 203.16%
1.24%
$2.639M
96,606 shares@ $27.33 avg price
SCHFSchwab Strategic Tr
Recent Activity
Increased 100.38%
1.04%
$2.199M
118,838 shares@ $18.51 avg price
SCHBSchwab Strategic Tr
Recent Activity
Increased 152.68%
0.87%
$1.857M
81,792 shares@ $22.71 avg price
SCHASchwab Strategic Tr
Recent Activity
Increased 73.11%
0.42%
$887,376
34,315 shares@ $25.86 avg price
CGSMCapital Grp Fixed Incm Etf T
Recent Activity
Increased 64.45%
0.41%
$869,131
33,467 shares@ $25.97 avg price
CGMUCapital Grp Fixed Incm Etf T
Recent Activity
Increased 58.75%
0.41%
$857,445
31,852 shares@ $26.92 avg price
NVDANvidia Corporation
Recent Activity
Increased 0.36%
0.36%
$759,547
5,656 shares@ $134.3 avg price
MUBIshares Tr
Recent Activity
Increased 5.95%
0.31%
$651,241
6,112 shares@ $106.56 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 9.17%
0.24%
$507,517
2,681 shares@ $189.31 avg price