Keystone Financial Services
Q4 2024 13F Holdings
- Locationloveland, CO
- Num holdings
102
- Value ($000)
$261,191
- Date Filed01/30/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $49.31M | 19 % | 83,764 | ||
IUSB ISHARES TR | CORE TOTAL USD | 46434V613 | $30.29M | 12 % | 670,145 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $20.98M | 8 % | 206,680 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $18.08M | 7 % | 101,512 | ||
DYNF BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $17.72M | 7 % | 345,662 | ||
EFV ISHARES TR | EAFE VALUE ETF | 464288877 | $14.19M | 5 % | 270,503 | ||
EFG ISHARES TR | EAFE GRWTH ETF | 464288885 | $12.94M | 5 % | 133,650 | ||
IVE ISHARES TR | S&P 500 VAL ETF | 464287408 | $10.21M | 4 % | 53,466 | ||
IYW ISHARES TR | U.S. TECH ETF | 464287721 | $7.30M | 3 % | 45,790 | ||
EMXC ISHARES INC | MSCI EMRG CHN | 46434G764 | $7.16M | 3 % | 129,100 |
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