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KB FINANCIAL PARTNERS, LLC

Q3 2023 13F Holdings

  • Location
    princeton, NJ
  • Num holdings

    581

  • Value ($000)

    $350

  • Date Filed
    11/15/2023
  • Form type
    13F-HR
  • CIK
    0001864910
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2023 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
G
GSLC

Goldman ActiveBeta US Large Cap ETF

COM
381430503
$60.53K
17 %

718,609

I
IVV

iShares Core S&P 500 ETF

COM
464287200
$32.89K
9 %

76,597

M
MBB

iShares MBS ETF

COM
464288588
$32.68K
9 %

367,979

D
DGRW

WisdomTree US Quality Div Gr ETF

COM
97717X669
$29.4K
8 %

457,422

G
GSIE

Goldman ActiveBeta Int'l ETF

COM
381430107
$24.74K
7 %

823,875

J
JPST

JP Morgan Ultra-Short Income ETF

COM
46641Q837
$19.03K
5 %

379,229

I
IAU

iShares Gold Trust ETF

COM
464285204
$16.65K
5 %

475,781

P
PULS

PGIM Ultra-Short Bond ETF

COM
69344A107
$4.16K
1 %

84,090

V
VIG

Vanguard Div Appreciation ETF

COM
921908844
$3.95K
1 %

25,427

I
IEFA

iShares Core MSCI EAFE ETF

COM
46432F842
$3.37K
1 %

52,315

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