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CIK: 0002035883
Total reported value
$352.3M
$352.3M
71 檔
24.5%
At the close of Q1 2025, Keeler & Nadler Financial Planning & Wealth Management disclosed equity holdings valued at approximately $352.3M, spread across 71 reported holdings.
In Q1 2025, Keeler & Nadler Financial Planning & Wealth Management displayed an active expansion posture, initiating 3 new positions and adding to 23 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including QUAL, SCHG, FNDF) accounted for 24.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
TCAF
市值: $425.5K
Top Position Liquidated / Trimmed
TSLA
前期市值: $289.9K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 8.90% | -1.95% | +7.04% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-Other | 8.31% | -0.08% | +6.64% | |
| 3 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 7.66% | -0.71% | +4.14% | |
| 4 | SCHV | Schwab US Large-cap Value | ETF-Other | 7.11% | -0.19% | +7.79% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 6.93% | +0.07% | +11.48% | |
| 6 | VUG | Vanguard Growth ETF | ETF-Other | 6.26% | +0.11% | -3.19% | |
| 7 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 5.62% | -1.33% | +7.68% | |
| 8 | VTV | Vanguard Value ETF | ETF-Other | 4.29% | -0.15% | -0.23% | |
| 9 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 3.45% | -0.39% | -5.60% | |
| 10 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 2.83% | -0.07% | +9.76% | |
| 11 | VCRB | Vanguard Core Bond ETF | ETF-Other | 2.75% | -0.44% | +151.85% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.74% | -0.07% | +1.70% | |
| 13 | IYW | Ishares Ustechnology ETF | ETF-Tech | 2.57% | -0.02% | +7.19% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.49% | +0.09% | +8.35% | |
| 15 | BND | Vanguard Total Bond Market | ETF-Other | 2.24% | -0.08% | -32.77% | |
| 16 | CGCB | Cap Group Core Bond | ETF-Other | 2.18% | -0.03% | +150.44% | |
| 17 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 1.90% | -0.25% | -1.68% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.84% | -0.07% | +557.78% | |
| 19 | IFRA | Ishares US Infrastructure | ETF-Other | 1.82% | -0.06% | +8.08% | |
| 20 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 1.26% | +0.21% | -1.57% | |
| 21 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.23% | -0.25% | +2.21% | |
| 22 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.06% | -0.05% | -0.55% | |
| 23 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.04% | — | -0.14% | |
| 24 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.92% | -0.05% | -8.03% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 0.81% | -0.07% | +0.01% | |
| 26 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.79% | — | -0.25% | |
| 27 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.71% | — | -36.03% | |
| 28 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.71% | -0.02% | -10.19% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.71% | -0.07% | +0.17% | |
| 30 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.53% | -0.02% | +0.38% | |
| 31 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.46% | -0.01% | -15.48% | |
| 32 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.45% | -0.10% | -23.29% | |
| 33 | CGMU | Cap Group Municipal Income | ETF-Other | 0.45% | -0.10% | +17.41% | |
| 34 | CGSM | Cap Group Short Muni Income | ETF-Other | 0.44% | -0.01% | +11.93% | |
| 35 | TGRW | T Rowe Price Growth Stock Et | ETF-Other | 0.41% | -0.01% | — | |
| 36 | MSFT | Microsoft CORP | Stock-Tech | 0.39% | -0.03% | -2.91% | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.37% | — | +20.90% | |
| 38 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.36% | +0.01% | -1.40% | |
| 39 | MUB | Ishares National Muni Bond E | ETF-Other | 0.34% | -0.08% | +18.13% | |
| 40 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.30% | -0.02% | -0.62% | |
| 41 | RMBI | Richmond Mutual Bancorporati | Stock-Other | 0.25% | -0.01% | — | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.22% | -0.02% | +0.05% | |
| 43 | TTC | Toro Co | Stock-Industrials | 0.21% | -0.04% | +0.22% | |
| 44 | VB | Vanguard Small-cap ETF | ETF-Other | 0.21% | -0.02% | -0.97% | |
| 45 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.19% | +0.02% | — | |
| 46 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-Other | 0.19% | -0.01% | -0.68% | |
| 47 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.19% | +0.01% | — | |
| 48 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.18% | -0.01% | -11.56% | |
| 49 | AVGO | Broadcom Inc | Stock-Tech | 0.18% | +0.01% | — | |
| 50 | XITK | Ss Spdr F Inno Tech ETF | ETF-Tech | 0.17% | — | -4.77% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VCRB | Vanguard Core Bond ETF | +1.6% | +151.85% | Add |
| 2 | NVDA | Nvidia CORP | +1.5% | +557.78% | Add |
| 3 | CGCB | Cap Group Core Bond | +1.3% | +150.44% | Add |
| 4 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.7% | +4.14% | Add |
| 5 | VIGI | Vanguard Int Div App Indx Fd | +0.4% | +7.68% | Add |
| 6 | SCHV | Schwab US Large-cap Value | +0.3% | +7.79% | Add |
| 7 | TCAF | T Rowe Prc Cap Appreciation | +0.2% | NEW | New buy |
| 8 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.1% | +9.76% | Add |
| 9 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +11.48% | Add |
| 10 | GILD | Gilead Sciences Inc | +0.1% | NEW | New buy |
| 11 | PG | Procter & Gamble Co/the | +0.1% | NEW | New buy |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +0.17% | Add |
| 13 | CGMU | Cap Group Municipal Income | +0.1% | +17.41% | Add |
| 14 | SCHF | Schwab Intl Equity ETF | 0% | -0.55% | Trim |
| 15 | MUB | Ishares National Muni Bond E | 0% | +18.13% | Add |
| 16 | CGSM | Cap Group Short Muni Income | 0% | +11.93% | Add |
| 17 | IFRA | Ishares US Infrastructure | 0% | +8.08% | Add |
| 18 | CVX | Chevron CORP | 0% | +0.14% | Add |
| 19 | AMZN | Amazon.com Inc | 0% | +20.90% | Add |
| 20 | SCHD | Schwab US Dvd Equity ETF | 0% | +2.21% | Add |
| 21 | XITK | Ss Spdr F Inno Tech ETF | 0% | -4.77% | Trim |
| 22 | GOOG | Alphabet Inc-cl C | 0% | +0.06% | Add |
| 23 | VBR | Vanguard Small-cap Value ETF | 0% | -0.62% | Trim |
| 24 | UPST | Upstart Holdings Inc | 0% | — | Unchanged |
| 25 | RMBI | Richmond Mutual Bancorporati | 0% | — | Unchanged |
| 26 | GOOGL | Alphabet Inc-cl A | -0.1% | — | Unchanged |
| 27 | TGRW | T Rowe Price Growth Stock Et | -0.1% | — | Unchanged |
| 28 | SCHA | Schwab US Small-cap ETF | -0.1% | -1.40% | Trim |
| 29 | MSFT | Microsoft CORP | -0.1% | -2.91% | Trim |
| 30 | AVGO | Broadcom Inc | -0.1% | — | Unchanged |
| 31 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | EXIT | Sold out |
| 32 | EFAV | Ishares Msci Eafe Min Vol Fa | -0.1% | -23.29% | Trim |
| 33 | MTUM | Ishares Msci USA Momentum Fa | -0.1% | -1.57% | Trim |
| 34 | VBK | Vanguard Small-cap Grwth ETF | -0.1% | -0.25% | Trim |
| 35 | TSLA | Tesla Inc | -0.1% | EXIT | Sold out |
| 36 | VTV | Vanguard Value ETF | -0.1% | -0.23% | Trim |
| 37 | IJR | Ishares Core S&p Small-cap E | -0.2% | +8.35% | Add |
| 38 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | -0.2% | -15.48% | Trim |
| 39 | SCHB | Schwab US Broad Market ETF | -0.2% | -10.19% | Trim |
| 40 | AAPL | Apple Inc | -0.2% | +0.01% | Add |
| 41 | SPSM | Ss Spdr P S&p 600 Small Cap | -0.2% | -0.14% | Trim |
| 42 | QUAL | Ishares Msci USA Quality Fac | -0.2% | +7.04% | Add |
| 43 | USMV | Ishares Msci USA Min Vol Fac | -0.2% | -5.60% | Trim |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | +1.70% | Add |
| 45 | SLYV | Ss Spdr S&p 600 Sc Val ETF | -0.2% | -8.03% | Trim |
| 46 | IYW | Ishares Ustechnology ETF | -0.3% | +7.19% | Add |
| 47 | TLT | Ishares 20+ Year Treasury Bd | -0.4% | -36.03% | Trim |
| 48 | SCHG | Schwab US Large-cap Growth | -0.7% | +6.64% | Add |
| 49 | BND | Vanguard Total Bond Market | -1.2% | -32.77% | Trim |
| 50 | VUG | Vanguard Growth ETF | -1.2% | -3.19% | Trim |
According to official SEC Form 13F filings, Keeler & Nadler Financial Planning & Wealth Management reported a total U.S. public equity portfolio value of $352.3M across 71 disclosed positions in Q1 2025.
During Q1 2025, Keeler & Nadler Financial Planning & Wealth Management's top holdings by market value included QUAL (8.9%)、SCHG (8.3%)、FNDF (7.7%). The largest single position, QUAL, represented 8.9% of total portfolio value.
In Q1 2025, Keeler & Nadler Financial Planning & Wealth Management made 45 total portfolio adjustments, initiating 3 new buys, adding to 23 positions, trimming 17 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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