Filer Name: KEYSTONE FINANCIAL GROUP, INC.
CIK: 2053642
Period: 2024-12-31
Filed At: 2025-01-28
Number of Holdings: 160
Portfolio Value: $0.12B

Keystone Financial Group, Inc. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
DFAU US DIMENSIONAL US CORE EQUITY M 596,582 $24M 19.55% - -
SGOV US ISHARES 0-3 MONTH TREASURY B 135,765 $14M 11.02% - -
SCHD US SCHWAB US DVD EQUITY ETF 299,981 $8M 6.64% - -
VIGI US VANGUARD INT DIV APP INDX FD 99,877 $8M 6.47% - -
VIG US VANGUARD DIVIDEND APPREC ETF 35,299 $7M 5.60% - -
SHV US ISHARES SHORT TREASURY BOND 44,458 $5M 3.96% - -
VTIP US VANGUARD SHORT-TERM TIPS 77,558 $4M 3.04% - -
DFAC US DIMENSIONAL US CORE EQUITY 2 102,377 $4M 2.87% - -
VPLS US VANGUARD CORE-PLUS BOND ETF 44,669 $3M 2.75% - -
DFSD US DIMENSIONAL SHORT DURATION 67,977 $3M 2.58% - -
ITOT US ISHARES CORE S&P TOTAL U.S. 21,425 $3M 2.23% - -
DFAX US DIMENSIONAL WORLD EX US CORE 103,489 $3M 2.08% - -
EMLP US FIRST TRUST NORTH AMERICAN E 63,670 $2M 1.84% - -
SSBK US SOUTHERN STATES BANCSHARES 59,868 $2M 1.61% - -
MEAR US ISHRS SHORT MMBA ETF USD INC 35,671 $2M 1.44% - -
IXUS US ISHARES CORE INTL STOCK ETF 26,658 $2M 1.43% - -
USRT US ISHARES CORE US REIT ETF 29,836 $2M 1.38% - -
VLUE US ISHARES MSCI USA VALUE FACTO 11,599 $1M 0.99% - -
SPTM US SPDR PORTFOLIO S&P 1500 COMP 16,960 $1M 0.98% - -
IJR US ISHARES CORE S&P SMALL-CAP E 10,258 $1M 0.96% - -
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