§ 13F · FUND PROFILE
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $273M (13F)Positions · 79Turnover · — · Q1Filed · May 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | FNDF | SCHWAB STRATEGIC TR | 554K | $27M | 9.2% | +1% |
| 2 | SCHG | SCHWAB STRATEGIC TR | 845K | $25M | 8.4% | +2% |
| 3 | SCHV | SCHWAB STRATEGIC TR | 687K | $21M | 7.1% | +1% |
| 4 | SPYM | SPDR SERIES TRUST | 271K | $21M | 7.0% | +2% |
| 5 | QUAL | ISHARES TR | 91K | $17M | 5.9% | −26% |
| 6 | VCRB | VANGUARD MALVERN FDS | 224K | $17M | 5.9% | +4% |
| 7 | VUG | VANGUARD INDEX FDS | 37K | $16M | 5.4% | +2% |
| 8 | VTV | VANGUARD INDEX FDS | 59K | $12M | 3.9% | +2% |
| 9 | VIGI | VANGUARD WHITEHALL FDS | 121K | $11M | 3.6% | −26% |
| 10 | IEMG | ISHARES INC | 126K | $9M | 3.0% | +7% |
§ 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 $273 million in assets. The fund runs a portfolio of 79 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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