Keystone Wealth Partners — Q4 2020 13F 持股

Name: Keystone Wealth Partners — 13F Holdings, Q4 2020
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001845980

申报总市值

US$2.1亿

本季完整持股清单

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	VGSH	Vanguard Short-term Treasury	ETF-政府公债	17.85%	—	—
2	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	13.07%	—	—
3	VEA	Vanguard Ftse Developed ETF	ETF-其他	9.21%	—	—
4	IJJ	Ishares S&p Mid-cap 400 Valu	ETF-其他	9.04%	—	—
5	VO	Vanguard Mid-cap ETF	ETF-其他	8.84%	—	—
6	SCHP	Schwab U.s. Tips ETF	ETF-其他	8.68%	—	—
7	STIP	Ishares 0-5 Year Tips Bond E	ETF-其他	8.65%	—	—
8	VCSH	Vanguard S/t CORP Bond ETF	ETF-投资级公司债	8.63%	—	—
9	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	4.98%	—	—
10	VGIT	Vanguard Intermediate-term T	ETF-其他	1.73%	—	—
11	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	1.48%	—	—
12	BND	Vanguard Total Bond Market	ETF-其他	1.34%	—	—
13	MPC	Marathon Petroleum CORP	股票-能源	1.32%	—	—
14	HD	Home Depot INC	股票-周期性消费	1.23%	—	—
15	TSLA	Tesla INC	股票-周期性消费	1.11%	—	—
16	SPTS	Ss Spdr P St Term Tsy ETF	ETF-其他	0.78%	—	—
17	BSV	Vanguard Short-term Bond ETF	ETF-其他	0.39%	—	—
18	AAPL	Apple INC	股票-科技	0.36%	—	—
19	MCD	Mcdonald's CORP	股票-周期性消费	0.26%	—	—
20	MSFT	Microsoft CORP	股票-科技	0.23%	—	—
21	SHOP	Shopify INC - Class A	股票-科技	0.22%	—	—
22	JNJ	Johnson & Johnson	股票-医疗保健	0.19%	—	—
23	AMZN	Amazon.com INC	股票-周期性消费	0.17%	—	—
24	DVY	Ishares Select Dividend ETF	ETF-其他	0.17%	—	—
25	AVXL	Anavex Life Sciences CORP	股票-其他	0.05%	—	—
26	✓	First Cobalt Corp	股票-其他	0.02%	—	—
27	GPHOF	Graphite One INC	股票-其他	—	—	—