Keystone Financial Group, Inc.
Q2 2025 13F Holdings
- Locationatlanta, GA
- Num holdings
148
- Value ($000)
$157,021
- Date Filed07/21/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAU DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $27.42M | 18 % | 636,076 | ||
SGOV ISHARES TR | 0-3 MNTH TREASRY | 46436E718 | $18.22M | 12 % | 181,168 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $9.61M | 6 % | 355,740 | ||
VPLS VANGUARD MALVERN FDS | CORE-PLUS BD ETF | 922020755 | $9.60M | 6 % | 124,611 | ||
VIGI VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 | $9.02M | 6 % | 102,112 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $8.33M | 5 % | 40,398 | ||
INMU BLACKROCK ETF TRUST II | ISHARES INTERMED | 092528207 | $5.73M | 4 % | 246,121 | ||
DFSD DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $5.15M | 3 % | 107,297 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $4.38M | 3 % | 120,015 | ||
SHV ISHARES TR | SHORT TREAS BD | 464288679 | $4.32M | 3 % | 39,207 |
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