KEYSTONE WEALTH PARTNERS current holdings: USA ETF
KEYSTONE WEALTH PARTNERS reported $0.21 billion in exchange-traded fund shares (known by the fund name on the filing) (listed in the US), 16 positions, in its Form 13F for the quarter ended 2022-03-31; the largest are VGSH, IVV, IJJ.
- VGSH: Country of operation —; Class Common Stock; Shares 657,154; Value $38,943,000.
- IVV: Country of operation —; Class Common Stock; Shares 67,973; Value $30,839,000.
- IJJ: Country of operation —; Class Common Stock; Shares 186,991; Value $20,502,000.
- VO: Country of operation —; Class Common Stock; Shares 82,837; Value $19,702,000.
Form 13F-HR as filed (SEC CIK 1845980): quarter ended 2022-03-31, filed 2022-04-29. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2022-03-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | Quarter end | Filed | Performance |
|---|---|---|---|---|---|---|---|
| VGSH Vanguard Short-Term Treasury ETF | Common Stock | 657,154 | $38,943,000 | 2022-03-31 | 2022-04-29 | ||
| IVV ISHARES CORE S&P 500 ETF | Common Stock | 67,973 | $30,839,000 | 2022-03-31 | 2022-04-29 | ||
| IJJ ISHARES S&P MIDCAP 400 VA | Common Stock | 186,991 | $20,502,000 | 2022-03-31 | 2022-04-29 | ||
| VO Vanguard Mid-Cap VIPERs | Common Stock | 82,837 | $19,702,000 | 2022-03-31 | 2022-04-29 | ||
| VEA VANGUARD TAX-MANAGED INTL | Common Stock | 398,983 | $19,163,000 | 2022-03-31 | 2022-04-29 | ||
| STIP iShares 0-5 Year TIPS Bond ETF | Common Stock | 165,694 | $17,388,000 | 2022-03-31 | 2022-04-29 | ||
| SCHP Schwab US TIPS ETF | Common Stock | 281,498 | $17,090,000 | 2022-03-31 | 2022-04-29 | ||
| VCSH VANGUARD SHORT TERM CORP | Common Stock | 217,914 | $17,017,000 | 2022-03-31 | 2022-04-29 | ||
| IJR ISHARES TR CORE S&P SMALL | Common Stock | 95,332 | $10,284,000 | 2022-03-31 | 2022-04-29 | ||
| DFIV DFA TAX-MANAGED INTERNATIONAL LG VALUE | Common Stock | 300,629 | $10,065,000 | 2022-03-31 | 2022-04-29 | ||
| VGIT Vanguard Intmdt-Term Trs ETF | Common Stock | 50,912 | $3,203,000 | 2022-03-31 | 2022-04-29 | ||
| VTI Vanguard Total Stock Mark | Common Stock | 8,825 | $2,009,000 | 2022-03-31 | 2022-04-29 | ||
| BND VANGUARD TTL BD MKT | Common Stock | 19,767 | $1,572,000 | 2022-03-31 | 2022-04-29 | ||
| SPY SPDR S&P 500 ETF TR TR UN | Common Stock | 1,010 | $456,000 | 2022-03-31 | 2022-04-29 | ||
| DVY iSHARES TR DOW JONES SELE | Common Stock | 1,927 | $247,000 | 2022-03-31 | 2022-04-29 | ||
| IWM ISHARES TRUST RUSSELL 200 | Common Stock | 1,200 | $246,000 | 2022-03-31 | 2022-04-29 |
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