KF

Keystone Financial Group, Inc.

13F
Keystone Financial Group, Inc.
Last update 2025-05-07 156 Stocks (11 new)
Value $142.00 Mil Turnover 20 %
Countries:
Top Holdings: DFAU(17.25%)SGOV(13.37%)VIGI(6.15%)SCHD(6.13%)VIG(4.99%)
Summary Stock Picks Current Portfolio
Keystone Financial Group, Inc.... Top Holdings of 2025-03-31 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
639,454
24,497.5
+7.19%
17.250
+1.16%
0.330
+19.48%
+6.47%
8,716.9
 
SGOV
iShares 0-3 Month Treasury Bond ETF
189,117
18,989.2
+39.30%
13.370
+3.77%
0.040
+0.02%
+0.27%
51,002.5
 
VIGI
Vanguard International Dividend Appreciation ETF
Vanguard International Dividend Appreciation ETF
100,364
8,736.7
+0.49%
6.150
+0.03%
0.120
+7.11%
+10.39%
8,204.1
 
SCHD
Schwab US Dividend Equity ETF
340,661
8,703.9
+13.56%
6.130
+0.73%
0.010
+6.29%
-1.10%
70,469.5
 
VIG
Vanguard Dividend Appreciation FTF
37,124
7,082.2
+5.17%
4.990
+0.25%
0.010
+12.10%
+5.24%
89,349.2
 
VPLS
Vanguard Core-Plus Bond ETF
84,995
6,515.8
+90.28%
4.590
+2.18%
1.330
+0.63%
+1.33%
558.3
 
SHV
iShares Short Treasury Bond ETF
39,987
4,404.2
-10.06%
3.100
-0.40%
0.020
-0.04%
+0.17%
20,772.7
 
DFSD
Dimensional Short-Duration Fixed Income ETF
Dimensional Short-Duration Fixed Income ETF
80,812
3,849.1
+18.88%
2.710
+0.43%
0.090
+1.01%
+2.41%
4,858.6
 
DFAC
Dimensional U.S. Core Equity 2 ETF
117,469
3,836.6
+14.74%
2.700
+0.35%
0.010
+18.37%
+5.61%
35,543.3
 
JAJL
Innovator Equity Defined Protection ETF - 6mo Jan/Jul
Innovator Equity Defined Protection ETF - 6mo Jan/Jul
131,603
3,577.0
+610.37%
2.520
+2.17%
1.440
+4.41%
+3.65%
244.5
 

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
SGOV
iShares 0-3 Month Treasury Bond ETF
2025-03-31
Add
Add
+3.77%
●
100.34 ($100.51) 100.68
$100.59
0.08%
Add 39.3%
189,117
53,352
VPLS
Vanguard Core-Plus Bond ETF
2025-03-31
Add
Add
+2.18%
●
75.18 ($76.71) 77.88
$77.00
0.38%
Add 90.28%
84,995
40,326
JAJL
Innovator Equity Defined Protection ETF - 6mo Jan/Jul
Innovator Equity Defined Protection ETF - 6mo Jan/Jul
2025-03-31
Add
Add
+2.17%
●
27.09 ($27.38) 27.59
$28.27
3.23%
Add 610.37%
131,603
113,077
INMU
iShares Intermediate Muni Income Active ETF
iShares Intermediate Muni Income Active ETF
2025-03-31
Add
Add
+2.07%
●
23.44 ($23.72) 23.97
$23.29
-1.81%
Add 873.69%
140,309
125,899
BRTR
Vanguard Core Bond ETF
2025-03-31
New Buy
New Buy
+1.67%
●
48.81 ($49.82) 50.55
$49.95
0.25%
New holding
47,855
47,855
DFAU
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
2025-03-31
Add
Add
+1.16%
●
37.84 ($40.57) 42.31
$43.11
6.26%
Add 7.19%
639,454
42,872
ISTB
iShares Core 1-5 Year USD Bond ETF
2025-03-31
Add
Add
+1.15%
●
47.59 ($48.01) 48.35
$48.45
0.92%
Add 533.83%
40,248
33,898
NEAR
iShares Short Duration Bond Active ETF
iShares Short Duration Bond Active ETF
2025-03-31
Add
Add
+0.81%
●
50.4 ($50.66) 50.89
$50.95
0.57%
Add 236.02%
32,218
22,630
SCHD
Schwab US Dividend Equity ETF
2025-03-31
Add
Add
+0.73%
●
27.01 ($27.88) 28.54
$27.02
-3.08%
Add 13.56%
340,661
40,680
PSEP
Innovator U.S. Equity Power Buffer ETF - September
Innovator U.S. Equity Power Buffer ETF - September
2025-03-31
Sold Out
Sold Out
-0.69%
●
38.04 ($39.25) 40.01
$41.30
5.22%
Sold Out
0
-21,740

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 2025-03-31

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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