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Home > Institutional Investor > Keeler & Nadler Financial Planning & Wealth Management > Profile

Instuitional Investor - Keeler & Nadler Financial Planning & Wealth Management

Fund Profile
Filing Period:
Fund Name: Keeler & Nadler Financial Planning & Wealth Management
Portfolio Value $249,903,217
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 774,887 $22,634,448 9.06%
2.
Ishares Tr - MSCI USA QLT FCT
 119,148 $21,782,569 8.72%
3.
Schwab Strategic Trust
 FNDF 480,682 $19,236,876 7.7%
4.
Spdr Series Trust
 239,783 $17,429,835 6.97%
5.
Schwab Strategic Trust
 FNDF 618,080 $17,102,264 6.84%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)