KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT opened 11 positions, added to 25, reduced 16, sold out of 9 and left 2 unchanged. The largest increase in value was SPYM (+$25,044,625); the largest decrease was SPYM (-$20,753,341).
- FNDX: Country of operation —; Class FUNDAMENTAL US L; Shares 2026-03-31 127,177; Shares 2026-06-30 396,028.
- DYNF: Country of operation —; Class ISHARES US EQUIT; Shares 2026-03-31 138,825; Shares 2026-06-30 236,828.
- VXUS: Country of operation —; Class VG TL INTL STK F; Shares 2026-03-31 80,940; Shares 2026-06-30 133,048.
- SCHG: Country of operation —; Class US LCAP GR ETF; Shares 2026-03-31 845,477; Shares 2026-06-30 862,230.
Two Form 13F-HR filings compared (SEC CIK 2035883): 2026-03-31 (filed 2026-05-04) and 2026-06-30 (filed 2026-07-24). 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; share change is the position change.
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