Keystone Financial Group, Inc.
CIK 2053642 · Holdings on Dec 31, 2024 · First reported Jan 28, 2025
Top ten holdings
Q4 2024- DFAU19.55%
- SGOV11.02%
- SCHD6.64%
- VIGI6.47%
- VIG5.60%
- SHV3.96%
- VTIP3.04%
- DFAC2.87%
- VPLS2.75%
- DFSD2.58%
Share classes counted separately64.48%
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 | DFAUDIMENSIONAL US CORE EQUITY MUS CORE EQT MKT View history and evidence | $24.16M | 19.55% | 596.58K shares | Prior unavailable — | — | ↗▾ |
| 02 | SGOVISHARES 0-3 MONTH TREASURY B0-3 MNTH TREASRY View history and evidence | $13.62M | 11.02% | 135.76K shares | Prior unavailable — | — | ↗▾ |
| 03 | SCHDSCHWAB US DVD EQUITY ETFUS DIVIDEND EQ View history and evidence | $8.20M | 6.64% | 299.98K shares | Prior unavailable — | — | ↗▾ |
| 04 | VIGIVANGUARD INT DIV APP INDX FDINTL DVD ETF View history and evidence | $7.99M | 6.47% | 99.88K shares | Prior unavailable — | — | ↗▾ |
| 05 | VIGVANGUARD DIVIDEND APPREC ETFDIV APP ETF View history and evidence | $6.91M | 5.60% | 35.30K shares | Prior unavailable — | — | ↗▾ |
| 06 | SHVISHARES 0-1 YEAR TREASURY BOSHORT TREAS BD View history and evidence | $4.90M | 3.96% | 44.46K shares | Prior unavailable — | — | ↗▾ |
| 07 | VTIPVANGUARD SHORT-TERM TIPSSTRM INFPROIDX View history and evidence | $3.76M | 3.04% | 77.56K shares | Prior unavailable — | — | ↗▾ |
| 08 | DFACDIMENSIONAL US CORE EQUITY 2US CORE EQUITY 2 View history and evidence | $3.54M | 2.87% | 102.38K shares | Prior unavailable — | — | ↗▾ |
| 09 | VPLSVANGUARD CORE-PLUS BOND ETFCORE-PLUS BD ETF View history and evidence | $3.39M | 2.75% | 44.67K shares | Prior unavailable — | — | ↗▾ |
| 10 | DFSDDIMENSIONAL SHORT DURATIONSHORT DURATION F View history and evidence | $3.19M | 2.58% | 67.98K 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 2053642 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-01-28
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 123543730
}Research all 160 reported holdings.
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