Keystone Financial Group, Inc.
Q4 2024 13F Holdings
- Locationatlanta, GA
- Num holdings
160
- Value ($000)
$123,544
- Date Filed01/28/2025
- Form type13F-HR
- CIK0002053642
- 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 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAU DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $24.16M | 20 % | 596,582 | ||
SGOV ISHARES TR | 0-3 MNTH TREASRY | 46436E718 | $13.62M | 11 % | 135,765 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $8.20M | 7 % | 299,981 | ||
VIGI VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 | $7.99M | 7 % | 99,877 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $6.91M | 6 % | 35,299 | ||
SHV ISHARES TR | SHORT TREAS BD | 464288679 | $4.90M | 4 % | 44,458 | ||
VTIP VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | $3.76M | 3 % | 77,558 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $3.54M | 3 % | 102,377 | ||
VPLS VANGUARD MALVERN FDS | CORE-PLUS BD ETF | 922020755 | $3.39M | 3 % | 44,669 | ||
DFSD DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $3.19M | 3 % | 67,977 |
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