Keystone Financial Group, Inc.
Q1 2025 13F Holdings
- Locationatlanta, GA
- Num holdings
156
- Value ($000)
$142,005
- Date Filed05/07/2025
- Form type13F-HR
- CIK0002053642
- 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 |
|---|---|---|---|---|---|---|---|
DFAU DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $24.50M | 17 % | 639,454 | ||
SGOV ISHARES TR | 0-3 MNTH TREASRY | 46436E718 | $18.99M | 13 % | 189,117 | ||
VIGI VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 | $8.74M | 6 % | 100,364 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $8.70M | 6 % | 340,661 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $7.08M | 5 % | 37,124 | ||
VPLS VANGUARD MALVERN FDS | CORE-PLUS BD ETF | 922020755 | $6.52M | 5 % | 84,995 | ||
SHV ISHARES TR | SHORT TREAS BD | 464288679 | $4.40M | 3 % | 39,987 | ||
DFSD DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $3.85M | 3 % | 80,812 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $3.84M | 3 % | 117,469 | ||
JAJL INNOVATOR ETFS TRUST | EQUITY DEFINED P | 45783Y244 | $3.58M | 3 % | 131,603 |
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