Instuitional Investor - Keeler & Nadler Financial Planning & Wealth Management

Fund Profile
Filing Period:
Fund Name: Keeler & Nadler Financial Planning & Wealth Management
Portfolio Value $352,271,444
Filing Period:
No. Security Ticker Shares Value % Port
1. SCHD 566,686 $29,898,336 8.49%
2. SCHD 862,230 $29,177,865 8.28%
3. KRE 284,987 $25,044,625 7.11%
4. SCHD 699,917 $24,364,118 6.92%
5.
Vanguard Index Fds - GROWTH ETF
227,328 $19,582,001 5.56%