Keystone Financial Group, Inc.: 13F holdings
CIK 20536422026Q2
| Positions | 122 |
|---|---|
| Reported value | $185.9m |
| Filed | 2026-07-21 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| PAVE DIMENSIONAL ETF TRUST | 620,943 | $32.1m | 17.3% |
| VANGUARD MALVERN FDS | 292,988 | $22.7m | 12.2% |
| SCHD SCHWAB STRATEGIC TR | 380,415 | $12.1m | 6.5% |
| VIG VANGUARD SPECIALIZED FUNDS | 49,414 | $11.7m | 6.3% |
| VANGUARD MUN BD FDS | 142,196 | $10.9m | 5.9% |
| DFAX DIMENSIONAL ETF TRUST | 269,575 | $9.9m | 5.3% |
| VIGI VANGUARD WHITEHALL FDS | 105,057 | $9.8m | 5.3% |
| VANGUARD MUN BD FDS | 109,104 | $8.3m | 4.5% |
| FBK FB FINL CORP | 133,253 | $7.4m | 4.0% |
| DIMENSIONAL ETF TRUST | 152,808 | $6.8m | 3.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2053642")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.