Keystone Financial Services
Q3 2025 13F Holdings
- Locationloveland, CO
- Num holdings
128
- Value ($000)
$322,683
- Date Filed11/13/2025
- Form type13F-HR
- CIK0001865158
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IUSB ISHARES TR | CORE TOTAL USD | 46434V613 | $26.29 M | 8 % | 562,880 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $25.50 M | 8 % | 131,117 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $25.42 M | 8 % | 37,976 | ||
EFV ISHARES TR | EAFE VALUE ETF | 464288877 | $23.81 M | 7 % | 351,052 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $22.57 M | 7 % | 186,954 | ||
DYNF BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $21.46 M | 7 % | 362,455 | ||
IVE ISHARES TR | S&P 500 VAL ETF | 464287408 | $19.38 M | 6 % | 93,830 | ||
IEMG ISHARES INC | CORE MSCI EMKT | 46434G103 | $15.11 M | 5 % | 229,223 | ||
OEF ISHARES TR | S&P 100 ETF | 464287101 | $10.07 M | 3 % | 30,242 | ||
BTHM BLACKROCK ETF TRUST | ISHARES US THEMA | 09290C806 | $9.40 M | 3 % | 248,266 |
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