Instuitional Investor - Keystone Financial Group, Inc.
13F Holdings
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% |