Keeler & Nadler Financial Planning & Wealth Management
Annual return '25
+29.7%
SPY '25
+17.7%
Alpha
+12.0ptsvs SPY
Invested
$294.8M
Holdings
82
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$FNDF
SCHWAB STRATEGIC TR
Q4 2025: Exited (was 511.8k shares)
9.2%
02
$SCHG
SCHWAB STRATEGIC TR
Q4 2025: Exited (was 804.8k shares)
8.4%
03
$SCHV
SCHWAB STRATEGIC TR
Q4 2025: Exited (was 649.6k shares)
7.1%
04
$SPYM
SPDR SERIES TRUST
Q4 2025: Exited (was 252.8k shares)
7.0%
05
$QUAL
ISHARES TR
Q4 2025: Exited (was 125.7k shares)
5.9%
06
$VCRB
VANGUARD MALVERN FDS
Q4 2025: Exited (was 182.5k shares)
5.9%
07
$VUG
VANGUARD INDEX FDS
Q4 2025: Exited (was 36.9k shares)
5.4%
08
$VTV
VANGUARD INDEX FDS
Q4 2025: Exited (was 57.5k shares)
3.9%
09
$VIGI
VANGUARD WHITEHALL FDS
Q4 2025: Exited (was 164.5k shares)
3.6%
10
$IEMG
ISHARES INC
Q4 2025: Exited (was 95.5k shares)
3.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:13 UTC.