Keystone Financial Group, Inc. 13F Holdings
CIK 0002053642 · ATLANTA, GA
As of Sep 30, 2025, Keystone Financial Group, Inc. reported 130 positions worth
CIK 0002053642 · ATLANTA, GA
As of Sep 30, 2025, Keystone Financial Group, Inc. reported 130 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY MARKET ETF | DFAU | — | 623,534 | $28.5M | 16.08% |
| ISHARES 0-3 MONTH TREASURY BOND ETF | SGOV | — | 180,670 | 8.2M | 10.25% |
| VANGUARD CORE-PLUS BOND ETF | VPLS | — | 162,001 | 2.7M | 7.18% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 358,233 | $9.8M | 5.51% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 44,243 | $9.6M | 5.40% |
| FB FINANCIAL CORP | FBK | Financial Services | 167,152 | $9.3M | 5.25% |
| VANGUARD INTERNATIONAL DIVIDEND APPRECIATION INDEX FUND | VIGI | — | 103,929 | $9.3M | 5.25% |
| ISHARES INTERMEDIATE MUNI INCOME ACTIVE ETF | INMU | — | 247,921 | $5.9M | 3.34% |
| DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | DFSD | — | 116,362 | $5.6M | 3.16% |
| DIMENSIONAL WORLD EX US CORE EQUITY 2 ETF | DFAX | — | 157,910 | $5.0M | 2.79% |
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 117,009 | $4.5M | 2.54% |
| VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF | VSDM | — | 58,494 | $4.5M | 2.53% |
| ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF | MEAR | — | 81,266 | $4.1M | 2.31% |
| BLACKROCK ETF TRUST II | — | — | 74,129 | $3.8M | 2.13% |
| ISHARES SHORT TREASURY BOND ETF | SHV | — | 33,950 | $3.8M | 2.11% |
| FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND | EMLP | — | 79,946 | $3.1M | 1.73% |
| ISHARES SHORT DURATION BOND ACTIVE ETF | NEAR | — | 58,722 | $3.0M | 1.70% |
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF | ITOT | — | 18,099 | $2.6M | 1.49% |
| ISHARES CORE US REIT ETF | USRT | — | 38,690 | $2.3M | 1.28% |
| INNOVATOR EQUITY DEFINED PROTECTION ETF - 6 MO JAN/JUL | JAJL | — | 66,785 | .9M | 1.08% |
| BLACKROCK ETF TRUST | IDYN | — | 22,081 | .8M | 1.03% |
| VANGUARD MUN BD FDS | VCRM | — | 23,202 | .7M | 0.98% |
| VANGUARD MALVERN FDS | VSDB | — | 20,983 | .6M | 0.91% |
| DIMENSIONAL WORLD EQUITY ETF | DFAW | — | 21,289 | .5M | 0.86% |
| ISHARES MSCI USA VALUE FACTOR ETF | VLUE | — | 11,457 | .4M | 0.81% |