KEYSTONE WEALTH PARTNERS

Q1 2022 13F Holdings

  • Location
    chandler, AZ
  • Num holdings

    26

  • Value ($000)

    $214,047

  • Date Filed
    04/29/2022
  • Form type
    13F-HR
  • CIK
    0001845980
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2022 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VGSH

Vanguard Short-Term Treasury ETF

COMMON STOCK
92206C102
$38.94M
18 %

657,154

I
IVV

ISHARES CORE S&P 500 ETF

COMMON STOCK
464287200
$30.84M
14 %

67,973

I
IJJ

ISHARES S&P MIDCAP 400 VA

COMMON STOCK
464287705
$20.50M
10 %

186,991

V
VO

Vanguard Mid-Cap VIPERs

COMMON STOCK
922908629
$19.70M
9 %

82,837

V
VEA

VANGUARD TAX-MANAGED INTL

COMMON STOCK
921943858
$19.16M
9 %

398,983

S
STIP

iShares 0-5 Year TIPS Bond ETF

COMMON STOCK
46429B747
$17.39M
8 %

165,694

S
SCHP

Schwab US TIPS ETF

COMMON STOCK
808524870
$17.09M
8 %

281,498

V
VCSH

VANGUARD SHORT TERM CORP

COMMON STOCK
92206C409
$17.02M
8 %

217,914

I
IJR

ISHARES TR CORE S&P SMALL

COMMON STOCK
464287804
$10.28M
5 %

95,332

D
DFIV

DFA TAX-MANAGED INTERNATIONAL LG VALUE

COMMON STOCK
25434V807
$10.06M
5 %

300,629

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