Keeler & Nadler Financial Planning & Wealth Management 13F 持仓 · 2026年Q2
Keeler & Nadler Financial Planning & Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 85 只证券，申报市值合计 3.52 亿美元。前几大持仓：FNDF（8.49%）、SCHG（8.28%）、SPYM（7.11%）。本季前 25 大持仓中：增持 19 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | FNDF | SCHWAB STRATEGIC TR | $29.9M | 8.49% | 566,686 | 增持 |
| 2 | SCHG | SCHWAB STRATEGIC TR | $29.2M | 8.28% | 862,230 | 增持 |
| 3 | SPYM | SPDR SERIES TRUST | $25.0M | 7.11% | 284,987 | 增持 |
| 4 | SCHV | SCHWAB STRATEGIC TR | $24.4M | 6.92% | 699,917 | 增持 |
| 5 | VUG | VANGUARD INDEX FDS | $19.6M | 5.56% | 227,328 | 增持 |
| 6 | VCRB | VANGUARD MALVERN FDS | $19.2M | 5.44% | 248,157 | 增持 |
| 7 | DYNF | BLACKROCK ETF TRUST | $16.1M | 4.57% | 236,828 | 增持 |
| 8 | QUAL | ISHARES TR | $14.0M | 3.98% | 63,933 | 减持 |
| 9 | VTV | VANGUARD INDEX FDS | $13.3M | 3.77% | 60,981 | 增持 |
| 10 | BAI | BLACKROCK ETF TRUST | $12.4M | 3.52% | 235,240 | 减持 |
| 11 | FNDX | SCHWAB STRATEGIC TR | $12.3M | 3.50% | 396,028 | 增持 |
| 12 | VXUS | VANGUARD STAR FDS | $11.4M | 3.23% | 133,048 | 增持 |
| 13 | IEMG | ISHARES INC | $11.2M | 3.17% | 134,601 | 增持 |
| 14 | IJR | ISHARES TR | $9.7M | 2.76% | 65,616 | 增持 |
| 15 | SPY | STATE STR SPDR S&P 500 ETF T | $9.6M | 2.73% | 12,900 | 增持 |
| 16 | VIGI | VANGUARD WHITEHALL FDS | $8.1M | 2.29% | 86,451 | 减持 |
| 17 | NVDA | NVIDIA CORPORATION | $6.9M | 1.97% | 34,645 | 增持 |
| 18 | USMV | ISHARES TR | $6.9M | 1.96% | 71,589 | 减持 |
| 19 | SCHD | SCHWAB STRATEGIC TR | $5.3M | 1.49% | 166,018 | 减持 |
| 20 | AAPL | APPLE INC | $4.8M | 1.37% | 16,738 | 增持 |
| 21 | MTUM | ISHARES TR | $4.4M | 1.25% | 12,824 | 增持 |
| 22 | VDC | VANGUARD WORLD FD | $3.9M | 1.11% | 17,316 | 减持 |
| 23 | SCHF | SCHWAB STRATEGIC TR | $3.4M | 0.96% | 121,475 | 增持 |
| 24 | SPSM | SPDR SERIES TRUST | $3.2M | 0.91% | 55,631 | 增持 |
| 25 | CGSM | CAPITAL GRP FIXED INCM ETF T | $3.0M | 0.86% | 115,067 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR