Notify me when KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 79 | $288,436,864 | +$17,686,783 | -$7,158,310 | +$10,528,473 | SCHG, FNDF, QUAL, SPYM, SCHV | 13F-HR | 27 Jan 2026, 13:23 |
| Q3 2025 | 79 | $272,829,121 | +$21,245,260 | -$14,744,229 | +$6,501,031 | SCHG, QUAL, FNDF, SPLG, SCHV | 13F-HR | 29 Oct 2025, 16:09 |
| Q2 2025 | 77 | $249,903,217 | +$17,468,010 | -$10,325,459 | +$7,142,551 | SCHG, QUAL, FNDF, SPLG, SCHV | 13F-HR | 28 Jul 2025, 13:47 |
| Q1 2025 | 71 | $221,811,638 | +$19,995,212 | -$5,861,403 | +$14,133,809 | QUAL, SCHG, FNDF, SCHV, SPLG | 13F-HR | 12 May 2025, 15:23 |
| Q4 2024 | 70 | $213,446,305 | +$43,839,028 | -$6,161,621 | +$37,677,407 | QUAL, SCHG, VUG, FNDF, SPLG | 13F-HR | 14 Jan 2025, 14:36 |
| Q3 2024 | 71 | $205,271,259 | +$18,140,686 | -$5,713,151 | +$12,427,535 | QUAL, SCHG, FNDF, VUG, SCHV | 13F-HR | 09 Oct 2024, 13:24 |
| Q2 2024 | 64 | $182,084,044 | +$22,081,907 | -$8,682,282 | +$13,399,625 | SCHG, VUG, FNDF, QUAL, SCHV | 13F-HR | 03 Oct 2024, 10:28 |
| Q1 2024 | 64 | $166,493,200 | +$30,013,494 | -$12,015,240 | +$17,998,254 | FNDF, VUG, SCHG, USMV, SCHV | 13F-HR | 03 Oct 2024, 10:27 |
| Q4 2023 | 56 | $138,280,420 | $0 | $0 | $0 | USMV, FNDF, VUG, SCHG, VTV | 13F-HR | 03 Oct 2024, 10:21 |
| Q4 2022 | 47 | $110,340,654 | $0 | $0 | $0 | USMV, MTUM, FNDF, VDC, VUG | 13F-HR | 03 Oct 2024, 10:20 |
| Q4 2021 | 50 | $108,601,904 | $0 | $0 | $0 | USMV, EFAV, MTUM, VDC, VUG | 13F-HR | 03 Oct 2024, 10:19 |