KF

Keystone Financial Group, Inc.

13F
Keystone Financial Group, Inc.
Last update 2025-07-21 148 Stocks (5 new)
Value $157.00 Mil Turnover 11 %
Countries:
Top Holdings: DFAU(17.46%)SGOV(11.61%)SCHD(6.12%)VPLS(6.11%)VIGI(5.74%)
Summary Stock Picks Current Portfolio
Keystone Financial Group, Inc.... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DFAU
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
636,076
27,421.2
-0.53%
17.460
-0.09%
0.310
+19.90%
+7.26%
8,750.0
 
SGOV
iShares 0-3 Month Treasury Bond ETF
181,168
18,223.7
-4.20%
11.610
-0.56%
0.040
+1.08%
+2.38%
51,420.8
 
SCHD
Schwab US Dividend Equity ETF
355,740
9,612.1
+4.43%
6.120
+0.26%
0.010
+8.13%
+1.59%
71,133.2
 
VPLS
Vanguard Core-Plus Bond ETF
124,611
9,595.0
+46.61%
6.110
+1.94%
1.720
+2.71%
+4.17%
560.8
 
VIGI
Vanguard International Dividend Appreciation ETF
Vanguard International Dividend Appreciation ETF
102,112
9,016.5
+1.74%
5.740
+0.10%
0.110
+7.27%
+12.60%
8,306.7
 
VIG
Vanguard Dividend Appreciation FTF
40,398
8,326.0
+8.82%
5.300
+0.43%
0.010
+12.73%
+6.65%
89,713.3
 
INMU
iShares Intermediate Muni Income Active ETF
iShares Intermediate Muni Income Active ETF
246,121
5,732.5
+75.41%
3.650
+1.57%
5.720
+1.53%
+0.53%
111.9
 
DFSD
Dimensional Short-Duration Fixed Income ETF
Dimensional Short-Duration Fixed Income ETF
107,297
5,151.3
+32.77%
3.280
+0.81%
0.110
+2.24%
+4.10%
4,902.5
 
DFAC
Dimensional U.S. Core Equity 2 ETF
120,015
4,384.1
+2.17%
2.790
+0.06%
0.010
+18.92%
+6.57%
35,706.4
 
SHV
iShares Short Treasury Bond ETF
39,207
4,324.6
-1.95%
2.750
-0.06%
0.020
+1.00%
+2.29%
20,783.7
 

Keystone Financial Group, Inc.'s Historical Top Holdings Breakdowns

Keystone Financial Group, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VTIP
Vanguard Short-Term Inflation-Protected Securities
Vanguard Short-Term Inflation-Protected Securities
2025-06-30
Reduce
Reduce
-2.15%
●
49.57 ($49.94) 50.27
$50.13
0.38%
Reduce -85.58%
10,258
-60,873
VPLS
Vanguard Core-Plus Bond ETF
2025-06-30
Add
Add
+1.94%
●
75.68 ($76.75) 77.8
$77.33
0.76%
Add 46.61%
124,611
39,616
FBK
FB Financial Corp
2025-06-30
New Buy
New Buy
+1.58%
●
39.93 ($43.52) 46.97
$48.98
12.55%
New holding
50,693
50,693
INMU
iShares Intermediate Muni Income Active ETF
iShares Intermediate Muni Income Active ETF
2025-06-30
Add
Add
+1.57%
●
22.95 ($23.33) 23.7
$23.31
-0.09%
Add 75.41%
246,121
105,812
SSBK Unlock Delisted
Southern States Bancshares Inc
2025-06-30
Sold Out
Sold Out
-1.47%
●
31.05 ($34.28) 36.6
$36.37
6.10%
Sold Out
0
-59,868
DFSD
Dimensional Short-Duration Fixed Income ETF
Dimensional Short-Duration Fixed Income ETF
2025-06-30
Add
Add
+0.81%
●
47.09 ($47.62) 48.01
$47.97
0.73%
Add 32.77%
107,297
26,485
NEAR
iShares Short Duration Bond Active ETF
iShares Short Duration Bond Active ETF
2025-06-30
Add
Add
+0.78%
●
50.41 ($50.79) 51.17
$51.01
0.43%
Add 74.28%
56,148
23,930
JAJL
Innovator Equity Defined Protection ETF - 6mo Jan/Jul
Innovator Equity Defined Protection ETF - 6mo Jan/Jul
2025-06-30
Reduce
Reduce
-0.71%
●
27 ($27.43) 28.17
$28.27
3.06%
Reduce -28.37%
94,267
-37,336
BRTR
Vanguard Core Bond ETF
2025-06-30
Add
Add
+0.65%
●
48.97 ($49.73) 50.53
$50.15
0.84%
Add 42.61%
68,248
20,393
MEAR
iShares Short Maturity Municipal Bond Active ETF
iShares Short Maturity Municipal Bond Active ETF
2025-06-30
Add
Add
+0.61%
●
49.74 ($50.07) 50.27
$50.30
0.46%
Add 36.29%
71,223
18,965

Keystone Financial Group, Inc. Total Holding History ($B)

To

Keystone Financial Group, Inc.'s Asset Allocation

To

Keystone Financial Group, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Keystone Financial Group, Inc.'s Hypothetical Growth since 2025-06-30

Keystone Financial Group, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Keystone Financial Group, Inc.'s Holdings Heat Map

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Keystone Financial Group, Inc.'s Holdings Bubble Chart

Keystone Financial Group, Inc. News

  • 1

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