Instuitional Investor - Keystone Financial Group, Inc.

Fund Profile
Filing Period:
Fund Name: Keystone Financial Group, Inc.
Portfolio Value $190,953,116
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%