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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 $288,436,864
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 830,536 $27,092,074 9.39%
2.
Schwab Strategic Trust
 FNDF 548,291 $24,788,239 8.59%
3.
Ishares Trust
 VLUE 122,770 $24,384,624 8.45%
4.
Spdr Series Trust
 266,614 $21,387,812 7.42%
5.
Schwab Strategic Trust
 FNDF 680,325 $20,144,412 6.98%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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