Keystone Financial Services
Q2 2025 13F Holdings
- Locationloveland, CO
- Num holdings
116
- Value ($000)
$293,957
- Date Filed08/06/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IUSB ISHARES TR | CORE TOTAL USD | 46434V613 | $25.95M | 9 % | 561,310 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $23.83M | 8 % | 38,382 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $23.56M | 8 % | 128,858 | ||
EFV ISHARES TR | EAFE VALUE ETF | 464288877 | $21.86M | 7 % | 344,429 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $20.13M | 7 % | 182,819 | ||
DYNF BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $19.25M | 7 % | 353,394 | ||
IVE ISHARES TR | S&P 500 VAL ETF | 464287408 | $17.90M | 6 % | 91,593 | ||
IEMG ISHARES INC | CORE MSCI EMKT | 46434G103 | $13.37M | 5 % | 222,670 | ||
EFG ISHARES TR | EAFE GRWTH ETF | 464288885 | $9.00M | 3 % | 80,359 | ||
OEF ISHARES TR | S&P 100 ETF | 464287101 | $8.74M | 3 % | 28,729 |
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