Instuitional Investor - Keystone Financial Group, Inc.
Fund Profile
Filing Period:
| Fund Name: | Keystone Financial Group, Inc. |
| Portfolio Value | $142,005,089 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 639,454 | $24,497,480 | 17.25% | |
| 2. | Ishares Tr | 189,117 | $18,989,197 | 13.37% | |
| 3. | Vanguard Whitehall Funds | 100,364 | $8,736,685 | 6.15% | |
| 4. | FNDF | 340,661 | $8,703,885 | 6.13% | |
| 5. | Vanguard Specialized Funds - DIV APP ETF | 37,124 | $7,082,208 | 4.99% |
