KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT historic quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 12 quarters from 2021-12-31 to 2026-06-30, KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT opened 53 positions, added to 254, reduced 228 and sold out of 35.
- Q2 2026: Stock FNDX; Country of operation —; Class FUNDAMENTAL US L; Shares before 127,177.
- Q2 2026: Stock DYNF; Country of operation —; Class ISHARES US EQUIT; Shares before 138,825.
- Q2 2026: Stock VXUS; Country of operation —; Class VG TL INTL STK F; Shares before 80,940.
- Q2 2026: Stock SCHG; Country of operation —; Class US LCAP GR ETF; Shares before 845,477.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2035883), 12 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-24); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-04); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-27); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-29); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-28); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-12); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-09); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-10-03); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-10-03); Q4 2023 (2022-12-31 to 2023-12-31, filed 2024-10-03); Q4 2022 (2021-12-31 to 2022-12-31, filed 2024-10-03). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2021-12-31.
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