Keeler & Nadler Financial Planning & Wealth Management Reduced Holdings in Q3 2024

Keeler & Nadler Financial Planning & Wealth Management

  • $205 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-18.2K
- 15.32%
$83.76 - $91.82 $1.52M - $1.67M
101K $9.18B
VNQ
Vanguard Specialized Funds Van

ETFs
-3.92K
- 55.61%
$82.97 - $98.97 $325K - $388K
3.13K $305M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-5.73K
- 21.74%
$69.31 - $77.34 $397K - $443K
20.6K $1.58B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-4.25K
- 18.63%
$85.03 - $94.56 $361K - $402K
18.6K $1.73B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-1.66K
- 9.81%
$175.46 - $203.3 $291K - $337K
15.2K $3.09B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-5.1K
- 23.05%
$25.45 - $29.53 $130K - $150K
17K $496M
VDC
Vanguard Consumer Staples ETF

ETFs
-1.9K
- 8.3%
$201.77 - $221.32 $384K - $421K
21K $4.59B
NVDA
Nvidia Corp

Technology
-214
- 3.66%
$98.91 - $134.91 $21.2K - $28.9K
5.64K $684M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-3.94K
- 10.9%
$77.23 - $87.97 $305K - $347K
32.2K $2.8B
VLUE
Ishares Msci Usa Value Factor

ETFs
-359
- 13.8%
$99.14 - $109.18 $35.6K - $39.2K
2.24K $244M
VBR
Vanguard Small Cap Value ETF

ETFs
-493
- 11.46%
$179.99 - $201.6 $88.7K - $99.4K
3.81K $765M
MEAR
Blackrock Short Maturity Munic

ETFs
-281
- 3.29%
$49.99 - $50.34 $14K - $14.1K
8.25K $415M
VIG
Vanguard Dividend Appreciation

ETFs
-575
- 7.62%
$182.15 - $182.15 $105K - $105K
6.97K $1.38B
VB
Vanguard Small Cap ETF

ETFs
-189
- 6.8%
$214.77 - $237.72 $40.6K - $44.9K
2.59K $615M
VBK
Vanguard Small Cap Growth ETF

ETFs
-431
- 5.81%
$240.48 - $267.94 $104K - $115K
6.99K $1.87B
SF
Stifel Financial Corp

Financial Services
-250
- 5.58%
$78.91 - $93.87 $19.7K - $23.5K
4.23K $397M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-1.48K
- 4.38%
$59.93 - $66.52 $88.9K - $98.7K
32.4K $2.15B
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-120
- 2.54%
$97.19 - $109.09 $11.7K - $13.1K
4.61K $498M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-495
- 2.44%
$46.9 - $51.96 $23.2K - $25.7K
19.8K $1.02B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-4K
- 6.18%
$41.02 - $46.01 $164K - $184K
60.8K $2.77B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.13K
- 1.86%
$36.98 - $41.55 $41.7K - $46.8K
59.3K $2.44B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-3
- 0.1%
$405.19 - $478.57 $1.22K - $1.44K
2.98K $1.37B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-328
- 1.02%
$77.02 - $85.06 $25.3K - $27.9K
31.9K $2.69B
VTV
Vanguard Value ETF

ETFs
-322
- 0.57%
$159.75 - $174.57 $51.4K - $56.2K
56.2K $9.8B
Activity Summary
Buys All Purchases 39 New Holdings 10 Increased Positions 29 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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