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
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
VUGVanguard Index Fds
Recent Activity
Decreased -2%
7.45%
$15.893M
38,723 shares@ $410.44 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
VTVVanguard Index Fds
Recent Activity
Decreased -0.57%
4.43%
$9.453M
55,836 shares@ $169.31 avg price
USMVIshares Tr
Recent Activity
Decreased -13.07%
3.64%
$7.757M
87,362 shares@ $88.79 avg price
BNDVanguard Bd Index Fds
Recent Activity
Decreased -7.1%
3.4%
$7.256M
100,899 shares@ $71.91 avg price