KB FINANCIAL PARTNERS, LLC 13F Holdings

CIK 0001864910 · PRINCETON, NJ

As of Sep 30, 2023, KB FINANCIAL PARTNERS, LLC reported 581 positions worth $341.5K in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
GOLDMAN SACHS ACTIVEBETA(R) US LARGE CAP EQUITY ETFGSLC—718,609$60.5K17.73%
ISHARES CORE S&P 500 ETFIVV—76,597$32.9K9.63%
ISHARES MBS ETFMBB—367,979$32.7K9.57%
WISDOMTREE US QUALITY DIVIDEND GROWTH FUNDDGRW—457,422$29.4K8.61%
GOLDMAN SACHS ACTIVEBETA(R) INTERNATIONAL EQUITY ETFGSIE—823,875$24.7K7.25%
JPMORGAN ULTRA-SHORT INCOMEJPST—379,229 9.0K5.57%
ISHARES GOLD TRUSTIAU—475,781 6.6K4.88%
PGIM ULTRA SHORT BOND ETFPULS—84,090$4.2K1.22%
VANGUARD DIVIDEND APPREC ETFVIG—25,427$4.0K1.16%
ISHARES CORE MSCI EAFE ETFIEFA—52,315$3.4K0.99%
CANADIAN PACIFIC KANSAS CITY LTDCPIndustrials45,197$3.4K0.98%
VISA INC-CLASS A SHARESVFinancial Services12,887$3.0K0.87%
NABORS INDUSTRIES LTDNBREnergy22,331$2.8K0.81%
MICROSOFT CORPMSFTTechnology8,602$2.7K0.80%
ISHARES MSCI JAPAN ETFEWJ—57,242$2.5K0.72%
META PLATFORMS INCMETACommunication Services7,912$2.4K0.70%
STELLANTIS NVSTLAConsumer Cyclical121,755$2.3K0.68%
CANADIAN NATIONAL RAILWAY COCNIIndustrials20,524$2.2K0.65%
AMAZON.COM INCAMZNEquity14,446 .8K0.54%
INTERACTIVE BROKERS GROUP INCIBKRFinancial Services20,404 .8K0.52%
ISHARES MSCI EAFE VALUE ETFEFV—34,515 .7K0.49%
ALPHABET INCGOOGEquity12,795 .7K0.49%
ARCH CAPITAL GROUP LTDACGLFinancial Services19,525 .6K0.46%
UPWORK INCUPWKIndustrials133,806 .5K0.45%
MASTERCARD INCMAFinancial Services3,340 .3K0.39%