KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT
Top Portfolio Positions
30 positions ·
$30,183,040 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| SPY |
Spdr S&P 500 Etf Trust
|
12,703 | $8,261,269 | 27.37% |
| NVDA |
Nvidia Corp
Technology
|
34,547 | $6,024,996 | 19.96% |
| AAPL |
Apple Inc.
Technology
|
16,685 | $4,234,486 | 14.03% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
6,016 | $1,252,952 | 4.15% |
| GOOGL |
Alphabet Inc.
Communication Services
|
3,042 | $874,757 | 2.90% |
| MSFT |
Microsoft Corp
Technology
|
2,334 | $863,976 | 2.86% |
| AVGO |
Broadcom Inc.
Technology
|
2,459 | $761,085 | 2.52% |
| RMBI |
Richmond Mutual Bancorporation, Inc.
Financial Services
|
43,004 | $583,564 | 1.93% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
1,981 | $582,730 | 1.93% |
| V |
Visa Inc.
Financial Services
|
1,883 | $569,117 | 1.89% |
Holdings in USAC
Export CSV
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $448,781 | 16,548 | Shares | Sole | 2026-05-04 | |
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