Instuitional Investor - Keystone Financial Group, Inc.
Fund Profile
Filing Period:
| Fund Name: | Keystone Financial Group, Inc. |
| Portfolio Value | $123,543,730 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 596,582 | $24,156,252 | 19.55% | |
| 2. | Ishares Tr | 135,765 | $13,619,923 | 11.02% | |
| 3. | FNDF | 299,981 | $8,197,272 | 6.63% | |
| 4. | Vanguard Whitehall Funds | 99,877 | $7,989,392 | 6.46% | |
| 5. | Vanguard Specialized Funds - DIV APP ETF | 35,299 | $6,912,591 | 5.59% |
