Instuitional Investor - Keystone Financial Group, Inc.
Fund Profile
Filing Period:
| Fund Name: | Keystone Financial Group, Inc. |
| Portfolio Value | $192,399,083 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 606,337 | $27,357,917 | 14.22% | |
| 2. | Vanguard Malvern Fds - CORE-PLUS BD ETF | 272,896 | $21,173,692 | 11.01% | |
| 3. | Ishares Tr | 180,238 | $18,142,729 | 9.43% | |
| 4. | FNDF | 391,577 | $12,013,572 | 6.24% | |
| 5. | Vanguard Specialized Funds - DIV APP ETF | 48,461 | $10,422,122 | 5.42% |