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CIK: 0002053642
Total reported value
$190.5M
$190.5M
160 檔
32.0%
In Q4 2024, Keystone Financial Group, Inc.'s U.S. equity holdings reached a combined market value of $190.5M, distributed across 160 disclosed stock positions.
During Q4 2024, Keystone Financial Group, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAU | Dimensional US Core Equity M | ETF-Other | 19.55% | +2.63% | — | |
| 2 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 11.02% | -8.22% | — | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 6.64% | +0.09% | — | |
| 4 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 6.47% | +0.43% | — | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 5.60% | +0.72% | — | |
| 6 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 3.96% | -1.90% | — | |
| 7 | VTIP | Vanguard Short-term Tips | ETF-Other | 3.04% | -0.07% | — | |
| 8 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 2.87% | +0.50% | — | |
| 9 | VPLS | Vanguard Core-plus Bond ETF | ETF-Other | 2.75% | +0.92% | — | |
| 10 | DFSD | Dimensional Short Duration | ETF-Other | 2.58% | -0.51% | — | |
| 11 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.23% | +0.15% | — | |
| 12 | DFAX | Dimensional World Ex US Core | ETF-Other | 2.08% | +1.03% | — | |
| 13 | EMLP | First Trust North American E | ETF-Other | 1.84% | +0.03% | — | |
| 14 | SSBK | Southern States Bancshares | Stock-Other | 1.61% | — | — | |
| 15 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-Other | 1.44% | -0.68% | — | |
| 16 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.43% | +0.06% | — | |
| 17 | USRT | Ishares Core US Reit ETF | ETF-Other | 1.38% | +0.25% | — | |
| 18 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.99% | +0.35% | — | |
| 19 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.98% | +0.07% | — | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.96% | +0.10% | — | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.92% | +0.07% | — | |
| 22 | SCHY | Schwab International Dvd ETF | ETF-Other | 0.77% | -0.10% | — | |
| 23 | TFC | Truist Financial CORP | Stock-Financials | 0.74% | +0.06% | — | |
| 24 | PSEP | Innovator U.s. Equity Power | ETF-Other | 0.69% | — | — | |
| 25 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.67% | +0.01% | — | |
| 26 | VTV | Vanguard Value ETF | ETF-Other | 0.59% | +0.05% | — | |
| 27 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.58% | +0.14% | — | |
| 28 | PMAR | Innovator U.s. Equity Power | ETF-Other | 0.57% | — | — | |
| 29 | PAPR | Innovator U.s. Equity Power | ETF-Other | 0.55% | — | — | |
| 30 | GNMA | Ishares Gnma Bond ETF | ETF-Other | 0.55% | — | — | |
| 31 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.50% | +0.07% | — | |
| 32 | VUG | Vanguard Growth ETF | ETF-Other | 0.49% | +0.05% | — | |
| 33 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.47% | +0.14% | — | |
| 34 | UCB | United Community Banks/ga | Stock-Financials | 0.47% | +0.04% | — | |
| 35 | POCT | Innovator U.s. Equity Power | ETF-Other | 0.47% | — | — | |
| 36 | PMAY | Innovator U.s. Equity Power | ETF-Other | 0.45% | — | — | |
| 37 | PJUL | Innovator U.s. Equity Power | ETF-Other | 0.44% | — | — | |
| 38 | PFEB | Innovator U.s. Equity Power | ETF-Other | 0.43% | -0.01% | — | |
| 39 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.43% | — | — | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.42% | -0.07% | — | |
| 41 | JAJL | Innovator Edp ETF - 6m Ja/jy | ETF-Other | 0.41% | -0.05% | — | |
| 42 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.39% | -0.01% | — | |
| 43 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.32% | — | — | |
| 44 | MSFT | Microsoft CORP | Stock-Tech | 0.31% | — | — | |
| 45 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.30% | — | — | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.30% | — | — | |
| 47 | INMU | Ishares Intermediate Muni In | ETF-Other | 0.28% | -0.39% | — | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.27% | +0.01% | — | |
| 49 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.27% | — | — | |
| 50 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.26% | +0.01% | — |
According to official SEC Form 13F filings, Keystone Financial Group, Inc. reported a total U.S. public equity portfolio value of $190.5M across 160 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including DFAU, SGOV, SCHD) accounted for 32.0% of total reported equity market value during Q4 2024.
During Q4 2024, Keystone Financial Group, Inc.'s top holdings by market value included DFAU (19.6%)、SGOV (11.0%)、SCHD (6.6%). The largest single position, DFAU, represented 19.6% of total portfolio value.
In Q4 2024, Keystone Financial Group, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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