Keystone Financial Services
Q1 2025 13F Holdings
- Locationloveland, CO
- Num holdings
100
- Value ($000)
$262,381
- Date Filed04/23/2025
- Form type13F-HR
- CIK0001865158
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $41.01M | 16 % | 72,989 | ||
IUSB ISHARES TR | CORE TOTAL USD | 46434V613 | $25.65M | 10 % | 556,534 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $21.02M | 8 % | 123,002 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $19.59M | 8 % | 210,987 | ||
DYNF BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $17.08M | 7 % | 350,203 | ||
IVE ISHARES TR | S&P 500 VAL ETF | 464287408 | $14.34M | 6 % | 75,227 | ||
EFV ISHARES TR | EAFE VALUE ETF | 464288877 | $12.04M | 5 % | 204,216 | ||
EFG ISHARES TR | EAFE GRWTH ETF | 464288885 | $7.88M | 3 % | 78,827 | ||
IYW ISHARES TR | U.S. TECH ETF | 464287721 | $6.61M | 3 % | 47,034 | ||
EMXC ISHARES INC | MSCI EMRG CHN | 46434G764 | $6.12M | 2 % | 111,123 |
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