KEYSTONE WEALTH PARTNERS
Q1 2022 13F Holdings
- Locationchandler, AZ
- Num holdings
26
- Value ($000)
$214,047
- Date Filed04/29/2022
- Form type13F-HR
- CIK0001845980
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2022 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VGSH Vanguard Short-Term Treasury ETF | COMMON STOCK | 92206C102 | $38.94M | 18 % | 657,154 | ||
IVV ISHARES CORE S&P 500 ETF | COMMON STOCK | 464287200 | $30.84M | 14 % | 67,973 | ||
IJJ ISHARES S&P MIDCAP 400 VA | COMMON STOCK | 464287705 | $20.50M | 10 % | 186,991 | ||
VO Vanguard Mid-Cap VIPERs | COMMON STOCK | 922908629 | $19.70M | 9 % | 82,837 | ||
VEA VANGUARD TAX-MANAGED INTL | COMMON STOCK | 921943858 | $19.16M | 9 % | 398,983 | ||
STIP iShares 0-5 Year TIPS Bond ETF | COMMON STOCK | 46429B747 | $17.39M | 8 % | 165,694 | ||
SCHP Schwab US TIPS ETF | COMMON STOCK | 808524870 | $17.09M | 8 % | 281,498 | ||
VCSH VANGUARD SHORT TERM CORP | COMMON STOCK | 92206C409 | $17.02M | 8 % | 217,914 | ||
IJR ISHARES TR CORE S&P SMALL | COMMON STOCK | 464287804 | $10.28M | 5 % | 95,332 | ||
DFIV DFA TAX-MANAGED INTERNATIONAL LG VALUE | COMMON STOCK | 25434V807 | $10.06M | 5 % | 300,629 |
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