KEYSTONE WEALTH PARTNERS 13F Holdings

CIK 0001845980 · CHANDLER, AZ

As of Mar 31, 2022, KEYSTONE WEALTH PARTNERS reported 26 positions worth $214.0K in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
VANGUARD SHORT-TERM TREASURY INDEX FUNDVGSH—657,154$38.9K18.19%
ISHARES CORE S&P 500 ETFIVV—67,973$30.8K14.41%
ISHARES S&P MID-CAP 400 VALUE ETFIJJ—186,991$20.5K9.58%
VANGUARD MID-CAP INDEX FUNDVO—82,837 9.7K9.20%
VANGUARD TAX-MANAGED FUNDSVEA—398,983 9.2K8.95%
ISHARES 0-5 YEAR TIPS BOND ETFSTIP—165,694 7.4K8.12%
SCHWAB US TIPS ETFSCHP—281,498 7.1K7.98%
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUNDVCSH—217,914 7.0K7.95%
ISHARES CORE S&P SMALL-CAP ETFIJR—95,332 0.3K4.80%
DIMENSIONAL INTERNATIONAL VALUE ETFDFIV—300,629 0.1K4.70%
VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUNDVGIT—50,912$3.2K1.50%
VANGUARD TOTAL STOCK MKT ETFVTI—8,825$2.0K0.94%
VANGUARD TOTAL BOND MARKET INDEX FUNDBND—19,767 .6K0.73%
MARATHON PETROLEUM CORPMPCEnergy16,504 .4K0.66%
HOME DEPOT INCHDConsumer Cyclical3,295$986.00.46%
APPLE INCAAPLTechnology5,242$915.00.43%
GLOBAL PAYMENTS INCGPNIndustrials4,868$666.00.31%
SPDR S&P 500 ETF TRUSTSPY—1,010$456.00.21%
MICROSOFT CORPMSFTTechnology1,416$437.00.20%
MCDONALDS CORPMCDConsumer Cyclical1,528$378.00.18%
JOHNSON & JOHNSONJNJHealthcare1,489$264.00.12%
ISHARES SELECT DIVIDEND ETFDVY—1,927$247.00.12%
ISHARES RUSSELL 2000 ETFIWM—1,200$246.00.11%
FASTENAL COFASTIndustrials4,000$238.00.11%
KALA BIO INC COM NEWKALAHealthcare14,000 9.00.01%