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Home > Institutional Investor > Keystone Wealth Partners > Profile

Instuitional Investor - Keystone Wealth Partners

Fund Profile
Filing Period:
Fund Name: Keystone Wealth Partners
Portfolio Value $214,047,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Scottsdale Funds
 657,154 $38,943,000 18.19%
2.
Ishares Trust
 IEF 67,973 $30,839,000 14.4%
3.
Ishares Trust
 IEF 186,991 $20,502,000 9.57%
4.
Vanguard Mid-Cap Vipers
 82,837 $19,702,000 9.2%
5.
Vanguard Tax-Managed Intl
 398,983 $19,163,000 8.95%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)