Instuitional Investor - Keystone Financial Planning, Inc.

Fund Profile
Filing Period:
Fund Name: Keystone Financial Planning, Inc.
Portfolio Value $387,930,341
Filing Period:
No. Security Ticker Shares Value % Port
1. SCHD 6,250,349 $198,198,582 51.09%
2. USB 226,360 $13,672,174 3.52%
3. CVX 81,844 $13,566,495 3.5%
4. BNS 136,488 $11,852,618 3.06%
5. GSK 195,590 $10,252,828 2.64%