account_balance

Investment manager · 13F filer · SEC CIK 2035883

Keeler & Nadler Financial Planning & Wealth Management

Reported value$370Mas of Sep 30, 2026
Positions85 4 new, 4 sold out
Top 10 weight61.3%FNDF alone is 9%
FiledOct 2828 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
FNDF Schwab Strategic Tr 8.5% Added +3%
SCHG Schwab Strategic Tr 8.5% Held
SPYM SPDR Series Trust 7.5% Added +8%
SCHV Schwab Strategic Tr 6.4% Held
VUG Vanguard Index FDS 6.0% Added +8%
DYNF BlackRock ETF Trust 5.9% Added +33%
VCRB Vanguard Malvern FDS 5.7% Added +15%
FNDX Schwab Strategic Tr 5.0% Added +48%
VXUS Vanguard Star FDS 4.1% Added +35%
VTV Vanguard Index FDS 3.8% Added +7%
IEMG iShares Inc 3.3% Added +10%
BAI BlackRock ETF Trust 3.2% Added +6%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 28, 2026, compared with the Jul 24, 2026 filing
add_circleNew
arrow_upwardAdded
  • FNDX +48%
  • VXUS +35%
  • DYNF +33%
  • TCAF +21%
arrow_downwardTrimmed
  • CGMU −44%
  • CGSM −34%
  • VIGI −27%
  • QUAL −25%
remove_circleSold out
  • BND $710K
  • SCHM $560K
  • UPST $213K
  • EPD $205K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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