KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT

Q1 2024 13F Holdings Report, Stock Holdings

Signature - Title
Timothy Burkett - DIRECTOR OF OPERATIONS
Location
Dublin, OH
Holdings as of
31 Mar 2024
Value $
$166,493,200
Num holdings
64
Filing time
03 Oct 2024, 10:27:12 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included FNDF, VUG, SCHG, USMV, and SCHV.
Previous filing
Q4 2023 - 03 Oct 2024
Next filing
Q2 2024 - 03 Oct 2024
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2024 Q1 compared to 2023 Q4 by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
TIMOTHY BURKETT DIRECTOR OF OPERATIONS Dublin, Ohio 02 Oct 2024