Instuitional Investor - Keystone Financial Group, Inc.
Fund Profile
Filing Period:
| Fund Name: | Keystone Financial Group, Inc. |
| Portfolio Value | $190,532,427 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | DFAC | 620,943 | $32,096,561 | 16.85% | |
| 2. | Vanguard Malvern Fds - CORE-PLUS BD ETF | 292,988 | $22,728,755 | 11.93% | |
| 3. | SCHD | 380,415 | $12,062,973 | 6.33% | |
| 4. | Vanguard Specialized Funds - DIV APP ETF | 49,414 | $11,692,313 | 6.14% | |
| 5. | Vanguard Mun Bd Fds | 142,196 | $10,896,287 | 5.72% |
Hedge Fund Resource Center 
