KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT: 13F holdings
CIK 20358832026Q2
| Positions | 85 |
|---|
| Reported value | $352.3m |
|---|
| Filed | 2026-07-24 |
|---|
Change since last quarter
| Positions | 85 (+3 vs prior quarter) |
|---|
| Reported value | $352.3m (+19.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| EWU SCHWAB STRATEGIC TR | 566,686 | $29.9m | 8.5% |
| SCHG SCHWAB STRATEGIC TR | 862,230 | $29.2m | 8.3% |
| SPYM SPDR SERIES TRUST | 284,987 | $25.0m | 7.1% |
| SCHV SCHWAB STRATEGIC TR | 699,917 | $24.4m | 6.9% |
| VUG VANGUARD INDEX FDS | 227,328 | $19.6m | 5.6% |
| VCRB VANGUARD MALVERN FDS | 248,157 | $19.2m | 5.4% |
| DYNF BLACKROCK ETF TRUST | 236,828 | $16.1m | 4.6% |
| QUAL ISHARES TR | 63,933 | $14.0m | 4.0% |
| VTV VANGUARD INDEX FDS | 60,981 | $13.3m | 3.8% |
| BAI BLACKROCK ETF TRUST | 235,240 | $12.4m | 3.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2035883")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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