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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
TLTIshares Tr
Recent Activity
Decreased -6.59%
1.13%
$2.399M
27,466 shares@ $87.34 avg price
VCRBVanguard Malvern Fds
Recent Activity
New Position
1.12%
$2.381M
31,409 shares@ $75.81 avg price
SCHFSchwab Strategic Tr
Recent Activity
Increased 100.38%
1.04%
$2.199M
118,838 shares@ $18.51 avg price
AAPLApple Inc
Recent Activity
Decreased -1.99%
0.97%
$2.064M
8,241 shares@ $250.43 avg price
VBKVanguard Index Fds
Recent Activity
Decreased -1.27%
0.91%
$1.933M
6,903 shares@ $280.05 avg price
CGCBCapital Grp Fixed Incm Etf T
Recent Activity
New Position
0.9%
$1.9M
73,663 shares@ $25.79 avg price
SCHBSchwab Strategic Tr
Recent Activity
Increased 152.68%
0.87%
$1.857M
81,792 shares@ $22.71 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
0.64%
$1.349M
2,977 shares@ $453.29 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