Instuitional Investor - Keystone Financial Group, Inc.
Fund Profile
Filing Period:
| Fund Name: | Keystone Financial Group, Inc. |
| Portfolio Value | $190,953,116 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 634,346 | $29,687,383 | 15.55% | |
| 2. | Ishares Tr | 189,485 | $19,020,484 | 9.96% | |
| 3. | Vanguard Malvern Fds - CORE-PLUS BD ETF | 181,493 | $14,177,361 | 7.42% | |
| 4. | FNDF | 385,136 | $10,564,277 | 5.53% | |
| 5. | Vanguard Specialized Funds - DIV APP ETF | 47,539 | $10,448,117 | 5.47% |