§ 13F · FUND PROFILE
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $249.9T (13F)Positions · 77Turnover · — · Q4Filed · Jan 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | 831K | $27.1T | 9.4% | +3% |
| 2 | FNDF | SCHWAB STRATEGIC TR | 548K | $24.8T | 8.6% | +7% |
| 3 | QUAL | ISHARES TR | 123K | $24.4T | 8.5% | −2% |
| 4 | SPYM | SPDR SERIES TRUST | 267K | $21.4T | 7.4% | +5% |
| 5 | SCHV | SCHWAB STRATEGIC TR | 680K | $20.1T | 7.0% | +5% |
| 6 | VUG | VANGUARD INDEX FDS | 36K | $17.7T | 6.1% | −2% |
| 7 | VCRB | VANGUARD MALVERN FDS | 215K | $16.8T | 5.8% | +18% |
| 8 | VIGI | VANGUARD WHITEHALL FDS | 162K | $14.8T | 5.1% | −1% |
| 9 | VTV | VANGUARD INDEX FDS | 58K | $11.0T | 3.8% | ±0% |
| 10 | IEMG | ISHARES INC | 118K | $7.9T | 2.8% | +24% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KEELER SIGNAL
AC read
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT is a Other fund managing $249903.2 trillion in assets. The fund runs a portfolio of 77 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed