Instuitional Investor - Keystone Financial Group, Inc.
Fund Profile
Filing Period:
| Fund Name: | Keystone Financial Group, Inc. |
| Portfolio Value | $157,020,782 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 636,076 | $27,421,236 | 17.46% | |
| 2. | Ishares Tr | 181,168 | $18,223,667 | 11.61% | |
| 3. | FNDF | 355,740 | $9,612,108 | 6.12% | |
| 4. | Vanguard Malvern Fds - CORE-PLUS BD ETF | 124,611 | $9,595,040 | 6.11% | |
| 5. | Vanguard Whitehall Funds | 102,112 | $9,016,472 | 5.74% |
