Institutions / Keeler & Nadler Financial Planning & Wealth Management

Keeler & Nadler Financial Planning & Wealth Management

CIK 2035883 · Institution · as of Dec 31, 2025

Portfolio value

$288.44M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 79 →

Company	Class	Value	Shares	% of portfolio
Schwab Strategic Tr	—	$27.09M	830,536	9.4%
Schwab Strategic Tr	—	$24.79M	548,291	8.6%
iShares MSCI UAE ETF	—	$24.38M	122,770	8.5%
SPDR Series Trust	—	$21.39M	266,614	7.4%
Schwab Strategic Tr	—	$20.14M	680,325	7.0%
Vanguard Index Fds	—	$17.65M	36,185	6.1%
Vanguard Malvern Fds	—	$16.76M	215,100	5.8%
Vanguard Whitehall Fds	—	$14.83M	162,197	5.1%
Vanguard Index Fds	—	$11.02M	57,705	3.8%
iShares Inc	—	$7.94M	118,091	2.8%
SPDR S&P 500 ETF Tr	—	$7.58M	11,119	2.6%
iShares Tr	—	$7.51M	62,467	2.6%
BlackRock ETF Trust	—	$7.41M	222,402	2.6%
iShares MSCI UAE ETF	—	$7.10M	75,411	2.5%
NVIDIA Corp	—	$6.42M	34,440	2.2%
Apple Inc.	—	$4.65M	17,109	1.6%
Schwab Strategic Tr	—	$4.39M	160,120	1.5%
Vanguard World Fd	—	$3.87M	18,299	1.3%
iShares MSCI UAE ETF	—	$3.23M	12,904	1.1%
Schwab Strategic Tr	—	$2.90M	120,794	1.0%
SPDR Series Trust	—	$2.59M	55,205	0.9%
Capital Grp Fixed Incm ETF	—	$2.25M	85,528	0.8%
SPDR Series Trust	—	$2.08M	22,870	0.7%
Capital Grp Fixed Incm ETF	—	$2.06M	75,142	0.7%
Vanguard Index Fds	—	$2.02M	6,683	0.7%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.