StockDriftsStockDriftsTop 50 Keeler & Nadler Financial Planning & Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FNDF | SCHWAB STRATEGIC TR | 9.2% | 554.2K | $27.1M | +1.08%(+5.95K) | $32.80(+63.28%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 8.36% | 845.5K | $24.6M | +1.80%(+14.94K) | $21.33(+60.90%) | 2026-03-31 | |
| SCHV | SCHWAB STRATEGIC TR | 7.11% | 687.3K | $21.0M | +1.03%(+7.01K) | $24.52(+33.92%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 7.04% | 271.1K | $20.8M | +1.70%(+4.53K) | $64.92(+34.58%) | 2026-03-31 | |
| QUAL | ISHARES TR | 5.93% | 91.2K | $17.5M | -25.74%(-31.60K) | $160.28(+31.63%) | 2026-03-31 | |
| VCRB | VANGUARD MALVERN FDS | 5.88% | 224.2K | $17.3M | +4.22%(+9.07K) | $1390.36(-94.46%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 5.45% | 36.8K | $16.1M | +1.60%(+580) | $45.56(+92.07%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 3.92% | 58.9K | $11.5M | +1.99%(+1.15K) | $140.37(+48.44%) | 2026-03-31 | |
| VIGI | VANGUARD WHITEHALL FDS | 3.62% | 120.6K | $10.7M | -25.67%(-41.63K) | $78.91(+17.67%) | 2026-03-31 | |
| IEMG | ISHARES INC | 2.99% | 126.2K | $8.8M | +6.88%(+8.12K) | $61.98(+32.39%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.15% | +33.63% |
| Top 20 Holdings Unweighted | +9.58% | +31.59% |
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