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CIK: 0002053642
Total reported value
$190.5M
$190.5M
156 檔
35.7%
The Q1 2025 SEC filing reveals that Keystone Financial Group, Inc. held a total portfolio value of $190.5M, covering 156 public equity positions.
Keystone Financial Group, Inc. executed strategic sector rebalancing during Q1 2025, establishing 6 new positions while fully exiting 7 holdings and trimming 18 positions.
In terms of portfolio concentration, the top 5 core holdings (including DFAU, SGOV, VIGI) accounted for 35.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
BRTR
市值: $2.4M
Top Position Liquidated / Trimmed
PSEP
前期市值: $849.7K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAU | Dimensional US Core Equity M | ETF-Other | 17.25% | +2.63% | +7.19% | |
| 2 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 13.37% | -8.22% | +39.30% | |
| 3 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 6.15% | +0.43% | +0.49% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 6.13% | +0.09% | +13.56% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 4.99% | +0.72% | +5.17% | |
| 6 | VPLS | Vanguard Core-plus Bond ETF | ETF-Other | 4.59% | +0.92% | +90.28% | |
| 7 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 3.10% | -1.90% | -10.06% | |
| 8 | DFSD | Dimensional Short Duration | ETF-Other | 2.71% | -0.51% | +18.88% | |
| 9 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 2.70% | +0.50% | +14.74% | |
| 10 | JAJL | Innovator Edp ETF - 6m Ja/jy | ETF-Other | 2.52% | -0.05% | +610.37% | |
| 11 | VTIP | Vanguard Short-term Tips | ETF-Other | 2.51% | -0.07% | -8.29% | |
| 12 | DFAX | Dimensional World Ex US Core | ETF-Other | 2.44% | +1.03% | +21.96% | |
| 13 | INMU | Ishares Intermediate Muni In | ETF-Other | 2.31% | -0.39% | +873.69% | |
| 14 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-Other | 1.84% | -0.68% | +46.50% | |
| 15 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.77% | +0.15% | -3.95% | |
| 16 | BRTR | Ishares Total Return Act ETF | ETF-Other | 1.67% | +0.01% | — | |
| 17 | EMLP | First Trust North American E | ETF-Other | 1.62% | +0.03% | +0.15% | |
| 18 | SSBK | Southern States Bancshares | Stock-Other | 1.47% | — | — | |
| 19 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.39% | +0.06% | +0.93% | |
| 20 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 1.37% | — | +533.83% | |
| 21 | USRT | Ishares Core US Reit ETF | ETF-Other | 1.32% | +0.25% | +11.72% | |
| 22 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 1.15% | -0.01% | +236.02% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.91% | +0.07% | -0.51% | |
| 24 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.82% | +0.35% | -2.41% | |
| 25 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.79% | +0.07% | -2.13% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.66% | +0.10% | -10.23% | |
| 27 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.58% | +0.14% | +17.49% | |
| 28 | TFC | Truist Financial CORP | Stock-Financials | 0.58% | +0.06% | -0.55% | |
| 29 | SCHY | Schwab International Dvd ETF | ETF-Other | 0.57% | -0.10% | -26.78% | |
| 30 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.56% | +0.01% | -7.55% | |
| 31 | BALT | Inn Defined Wealth Shield | ETF-Other | 0.56% | — | — | |
| 32 | VTV | Vanguard Value ETF | ETF-Other | 0.48% | +0.05% | -4.52% | |
| 33 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.46% | +0.07% | -1.72% | |
| 34 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.39% | +0.14% | -7.94% | |
| 35 | PFEB | Innovator U.s. Equity Power | ETF-Other | 0.37% | -0.01% | +1.77% | |
| 36 | UCB | United Community Banks/ga | Stock-Financials | 0.35% | +0.04% | +1.36% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.35% | -0.07% | +0.44% | |
| 38 | ZALT | Innovator US Eq 10 Buffer | ETF-Other | 0.34% | -0.01% | — | |
| 39 | VUG | Vanguard Growth ETF | ETF-Other | 0.33% | +0.05% | -17.53% | |
| 40 | PDEC | Innovator U.s. Equity Power | ETF-Other | 0.28% | -0.04% | EXIT | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.27% | — | -6.78% | |
| 42 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.27% | — | +2.32% | |
| 43 | MSFT | Microsoft CORP | Stock-Tech | 0.25% | — | -7.82% | |
| 44 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.24% | — | — | |
| 45 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.24% | +0.01% | +3.15% | |
| 46 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.22% | +0.03% | +0.26% | |
| 47 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.21% | +0.03% | +0.22% | |
| 48 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.18% | — | EXIT | |
| 49 | NVDA | Nvidia CORP | Stock-Tech | 0.18% | +0.06% | +17.23% | |
| 50 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.18% | — | +0.26% |
According to official SEC Form 13F filings, Keystone Financial Group, Inc. reported a total U.S. public equity portfolio value of $190.5M across 156 disclosed positions in Q1 2025.
During Q1 2025, Keystone Financial Group, Inc.'s top holdings by market value included DFAU (17.3%)、SGOV (13.4%)、VIGI (6.2%). The largest single position, DFAU, represented 17.3% of total portfolio value.
In Q1 2025, Keystone Financial Group, Inc. made 49 total portfolio adjustments, initiating 6 new buys, adding to 18 positions, trimming 18 holdings, and fully liquidating 7 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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