Instuitional Investor - Keystone Financial Group, Inc.

Fund Profile
Filing Period:
Fund Name: Keystone Financial Group, Inc.
Portfolio Value $177,417,170
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
623,534 $28,532,934 16.08%
2.
Ishares Tr
180,670 $18,193,469 10.25%
3.
Vanguard Malvern Fds - CORE-PLUS BD ETF
162,001 $12,737,912 7.18%
4. FNDF 358,233 $9,779,752 5.51%
5.
Vanguard Specialized Funds - DIV APP ETF
44,243 $9,584,395 5.4%