Keystone Global Partners, LLC
CIK 1764057 · Holdings on Mar 31, 2025 · First reported May 13, 2025
Top ten holdings
Q1 2025- VTEB9.62%
- VEA8.71%
- SCHG7.42%
- XLF5.32%
- IVV5.31%
- VMBS4.57%
- XLK3.94%
- LQD3.89%
- XLV3.56%
- FDIS3.19%
Share classes counted separately55.53%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VTEBVANGUARD TAX-EXEMPT BOND ETFETF View history and evidence | $13.73M | 9.62% | 276.60K shares | Prior unavailable — | — | ↗▾ |
| 02 | VEAVANGUARD FTSE DEVELOPED ETFETF View history and evidence | $12.42M | 8.71% | 244.27K shares | Prior unavailable — | — | ↗▾ |
| 03 | SCHGSCHWAB US LARGE-CAP GROWTHETF View history and evidence | $10.59M | 7.42% | 422.79K shares | Prior unavailable — | — | ↗▾ |
| 04 | XLFSS FINANCIAL SELECT SECTORETF View history and evidence | $7.59M | 5.32% | 152.45K shares | Prior unavailable — | — | ↗▾ |
| 05 | IVVISHARES CORE S&P 500 ETFETF View history and evidence | $7.58M | 5.31% | 13.49K shares | Prior unavailable — | — | ↗▾ |
| 06 | VMBSVANGUARD MORTGAGE-BACKED SECETF View history and evidence | $6.51M | 4.57% | 140.66K shares | Prior unavailable — | — | ↗▾ |
| 07 | XLKSS TECHNOLOGY SELECT SECTORETF View history and evidence | $5.62M | 3.94% | 27.20K shares | Prior unavailable — | — | ↗▾ |
| 08 | LQDISHR IBX USD INVGD CB ETF-UIETF View history and evidence | $5.55M | 3.89% | 51.08K shares | Prior unavailable — | — | ↗▾ |
| 09 | XLVSS HEALTH CARE SELECT SECTORETF View history and evidence | $5.08M | 3.56% | 34.78K shares | Prior unavailable — | — | ↗▾ |
| 10 | FDISFIDELITY MSCI CONS DISCR INDETF View history and evidence | $4.55M | 3.19% | 53.80K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1764057 · Period 2025-03-31
Data loaded 2026-09-23 · First reported 2025-05-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 142614389
}Research all 200 reported holdings.
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