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Home > Institutional Investor > Keystone Financial Planning, Inc. > Profile

Instuitional Investor - Keystone Financial Planning, Inc.

Fund Profile
Filing Period:
Fund Name: Keystone Financial Planning, Inc.
Portfolio Value $302,683,695
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,652,774 $125,825,701 41.57%
2.
Microsoft Corp
 MSFT 29,032 $10,917,381 3.6%
3.
Verizon Communications Inc
 VZ 248,928 $9,384,582 3.1%
4.
International Business Machines Corp
 IBM 50,363 $8,236,852 2.72%
5.
Philip Morris International Inc.
 PM 86,958 $8,181,009 2.7%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)