KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT

13F Filings History

Latest 13F report
Q4 2024 - Jan 14, 2025
Value $
$213M
Signature - Title
Timothy Burkett - DIRECTOR OF OPERATIONS
Location
Dublin, OH
Summary
This page shows a list of all the recent 13F filings made by KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT. Form 13F is required to be filed within 45 days of the end of a calendar quarter. KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT reported 70 stock holdings with total value $213M as of Q4 2024. Top holdings included QUAL, SCHG, VUG, FNDF, and SPLG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 70 $213M +$43.8M -$6.16M +$37.7M QUAL, SCHG, VUG, FNDF, SPLG 13F-HR 1/14/2025, 02:36 PM
Q3 2024 71 $205M +$18.1M -$5.71M +$12.4M QUAL, SCHG, FNDF, VUG, SCHV 13F-HR 10/9/2024, 01:24 PM
Q2 2024 64 $182M +$22.1M -$8.68M +$13.4M SCHG, VUG, FNDF, QUAL, SCHV 13F-HR 10/3/2024, 10:28 AM
Q1 2024 64 $166M +$30M -$12M +$18M FNDF, VUG, SCHG, USMV, SCHV 13F-HR 10/3/2024, 10:27 AM
Q4 2023 56 $138M $0 $0 USMV, FNDF, VUG, SCHG, VTV 13F-HR 10/3/2024, 10:21 AM
Q4 2022 47 $110M $0 $0 USMV, MTUM, FNDF, VDC, VUG 13F-HR 10/3/2024, 10:20 AM
Q4 2021 50 $109M $0 $0 USMV, EFAV, MTUM, VDC, VUG 13F-HR 10/3/2024, 10:19 AM