KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT
Top Portfolio Positions
31 positions ·
$31,569,844 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
12,703 | $8,261,269 | 26.17% | |
| NVDA |
Nvidia Corp
Technology
|
34,547 | $6,024,996 | 19.08% | |
| AAPL |
Apple Inc.
Technology
|
16,685 | $4,234,486 | 13.41% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
2,894 | $1,386,804 | 4.39% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
6,016 | $1,252,952 | 3.97% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
3,042 | $874,757 | 2.77% | |
| MSFT |
Microsoft Corp
Technology
|
2,334 | $863,976 | 2.74% | |
| AVGO |
Broadcom Inc.
Technology
|
2,459 | $761,085 | 2.41% | |
| RMBI |
Richmond Mutual Bancorporation, Inc.
Financial Services
|
43,004 | $583,564 | 1.85% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
1,981 | $582,730 | 1.85% |
Portfolio Trend
12 quarters · across all stocks
Holdings in RMBI
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $583,564 | 43,004 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $603,776 | 43,004 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $611,086 | 43,004 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $593,455 | 43,004 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $550,451 | 43,004 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $608,506 | 43,004 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $554,751 | 43,004 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $504,866 | 43,004 | Shares | Sole | 2024-10-03 | |
| 2024-03-31 | $478,204 | 43,004 | Shares | Sole | 2024-10-03 | |
| 2023-12-31 | $494,976 | 43,004 | Shares | Sole | 2024-10-03 | |
| 2022-12-31 | $424,126 | 32,600 | Shares | Sole | 2024-10-03 | |
| 2021-12-31 | $523,230 | 32,600 | Shares | Sole | 2024-10-03 | |
| No 13F history on record for this holder in this stock. | ||||||