Keystone Financial Group, Inc. Q1 2025 Filing
Filed May 7, 2025
Portfolio Value
$142.0B
Holdings
156
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (156 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFAUDIMENSIONAL ETF TRUST | 639,454 | $24.5B | 17.25% | |
| 2 | SGOVISHARES TR | 189,117 | $19.0B | 13.37% | |
| 3 | VIGIVANGUARD WHITEHALL FDS | 100,364 | $8.7B | 6.15% | |
| 4 | SCHDSCHWAB STRATEGIC TR | 340,661 | $8.7B | 6.13% | |
| 5 | VIGVANGUARD SPECIALIZED FUNDS | 37,124 | $7.1B | 4.99% | |
| 6 | VPLSVANGUARD MALVERN FDS | 84,995 | $6.5B | 4.59% | |
| 7 | SHVISHARES TR | 39,987 | $4.4B | 3.10% | |
| 8 | DFSDDIMENSIONAL ETF TRUST | 80,812 | $3.8B | 2.71% | |
| 9 | DFACDIMENSIONAL ETF TRUST | 117,469 | $3.8B | 2.70% | |
| 10 | JAJLINNOVATOR ETFS TRUST | 131,603 | $3.6B | 2.52% | |
| 11 | VTIPVANGUARD MALVERN FDS | 71,131 | $3.6B | 2.51% | |
| 12 | DFAXDIMENSIONAL ETF TRUST | 126,218 | $3.5B | 2.44% | |
| 13 | INMUBLACKROCK ETF TRUST II | 140,309 | $3.3B | 2.31% | |
| 14 | MEARISHARES U S ETF TR | 52,258 | $2.6B | 1.84% | |
| 15 | ITOTISHARES TR | 20,579 | $2.5B | 1.77% | |
| 16 | BRTRBLACKROCK ETF TRUST II | 47,855 | $2.4B | 1.67% | |
| 17 | EMLPFIRST TR EXCHANGE-TRADED FD | 63,764 | $2.3B | 1.62% | |
| 18 | SSBKSOUTHERN STS BANCSHARES INC | 59,868 | $2.1B | 1.47% | |
| 19 | IXUSISHARES TR | 26,906 | $2.0B | 1.39% | |
| 20 | ISTBISHARES TR | 40,248 | $1.9B | 1.37% | |
| 21 | USRTISHARES TR | 33,334 | $1.9B | 1.32% | |
| 22 | NEARISHARES U S ETF TR | 32,218 | $1.6B | 1.15% | |
| 23 | AQLTISHARES TR | 16,138 | $1.3B | 0.91% | |
| 24 | VLUEISHARES TR | 11,320 | $1.2B | 0.82% | |
| 25 | SPTMSPDR SER TR | 16,599 | $1.1B | 0.79% | |
| 26 | IJRISHARES TR | 9,209 | $936.1M | 0.66% | |
| 27 | DFAWDIMENSIONAL ETF TRUST | 13,413 | $827.2M | 0.58% | |
| 28 | TFCTRUIST FINL CORP | 21,017 | $819.0M | 0.58% | |
| 29 | SCHYSCHWAB STRATEGIC TR | 30,096 | $803.3M | 0.57% | |
| 30 | USMVISHARES TR | 8,617 | $795.8M | 0.56% | |
| 31 | DDTOINNOVATOR ETFS TRUST | 25,099 | $790.9M | 0.56% | |
| 32 | VTVVANGUARD INDEX FDS | 4,099 | $682.8M | 0.48% | |
| 33 | IEMGISHARES INC | 11,594 | $647.9M | 0.46% | |
| 34 | MTUMISHARES TR | 2,598 | $556.1M | 0.39% | |
| 35 | DDTOINNOVATOR ETFS TRUST | 14,633 | $524.0M | 0.37% | |
| 36 | UCBUNITED CMNTY BKS BLAIRSVLE G | 18,043 | $502.5M | 0.35% | |
| 37 | VTIVANGUARD INDEX FDS | 1,817 | $499.6M | 0.35% | |
| 38 | ZALTINNOVATOR ETFS TRUST | 16,376 | $487.7M | 0.34% | |
| 39 | VUGVANGUARD INDEX FDS | 1,209 | $463.8M | 0.33% | |
| 40 | PDECINNOVATOR ETFS TRUST | 10,738 | $404.0M | 0.28% | |
| 41 | BRK/BBERKSHIRE HATHAWAY INC DEL | 756 | $387.3M | 0.27% | |
| 42 | BSVVANGUARD BD INDEX FDS | 4,887 | $382.3M | 0.27% | |
| 43 | MSFTMICROSOFT CORP | 825 | $357.6M | 0.25% | |
| 44 | STIPISHARES TR | 3,371 | $346.2M | 0.24% | |
| 45 | IGSBISHARES TR | 6,489 | $338.8M | 0.24% | |
| 46 | TRVTRAVELERS COMPANIES INC | 1,143 | $306.3M | 0.22% | |
| 47 | DFSUDIMENSIONAL ETF TRUST | 8,373 | $298.5M | 0.21% | |
| 48 | SCHZSCHWAB STRATEGIC TR | 11,411 | $262.1M | 0.18% | |
| 49 | NVDANVIDIA CORPORATION | 2,245 | $254.9M | 0.18% | |
| 50 | WECWEC ENERGY GROUP INC | 2,300 | $252.5M | 0.18% | |
| 51 | JNJJOHNSON & JOHNSON | 1,621 | $250.3M | 0.18% | |
| 52 | AMGNAMGEN INC | 918 | $248.2M | 0.17% | |
| 53 | VTEBVANGUARD MUN BD FDS | 4,934 | $241.7M | 0.17% | |
| 54 | SOSOUTHERN CO | 2,558 | $233.3M | 0.16% | |
| 55 | ABBVABBVIE INC | 1,127 | $212.7M | 0.15% | |
| 56 | MUBISHARES TR | 2,011 | $210.0M | 0.15% | |
| 57 | IUSGISHARES TR | 1,426 | $188.1M | 0.13% | |
| 58 | IWFISHARES TR | 451 | $167.4M | 0.12% | |
| 59 | CSCOCISCO SYS INC | 2,710 | $160.5M | 0.11% | |
| 60 | IUSVISHARES TR | 1,719 | $152.7M | 0.11% | |
| 61 | DEDEERE & CO | 304 | $144.8M | 0.10% | |
| 62 | AAPLAPPLE INC | 704 | $139.8M | 0.10% | |
| 63 | VNQVANGUARD INDEX FDS | 1,512 | $134.3M | 0.09% | |
| 64 | ICEINTERCONTINENTAL EXCHANGE IN | 727 | $127.4M | 0.09% | |
| 65 | IJHISHARES TR | 2,158 | $125.3M | 0.09% | |
| 66 | PNOVINNOVATOR ETFS TRUST | 3,115 | $116.2M | 0.08% | |
| 67 | MMM3M CO | 823 | $113.6M | 0.08% | |
| 68 | VCRBVANGUARD MALVERN FDS | 1,418 | $108.6M | 0.08% | |
| 69 | RBLDFIRST TR EXCHANGE-TRADED FD | 1,544 | $103.2M | 0.07% | |
| 70 | TXNTEXAS INSTRS INC | 610 | $99.1M | 0.07% | |
| 71 | XLUSELECT SECTOR SPDR TR | 1,196 | $96.3M | 0.07% | |
| 72 | ATOATMOS ENERGY CORP | 572 | $92.6M | 0.07% | |
| 73 | PFEPFIZER INC | 3,951 | $90.4M | 0.06% | |
| 74 | HYDBISHARES TR | 1,946 | $89.8M | 0.06% | |
| 75 | HONHONEYWELL INTL INC | 387 | $81.3M | 0.06% | |
| 76 | PGPROCTER AND GAMBLE CO | 474 | $76.0M | 0.05% | |
| 77 | IUSBISHARES TR | 1,607 | $73.3M | 0.05% | |
| 78 | DFEMDIMENSIONAL ETF TRUST | 2,645 | $72.6M | 0.05% | |
| 79 | EMREMERSON ELEC CO | 668 | $71.6M | 0.05% | |
| 80 | VBVANGUARD INDEX FDS | 324 | $71.0M | 0.05% | |
| 81 | GNMAISHARES TR | 1,584 | $68.8M | 0.05% | |
| 82 | HDHOME DEPOT INC | 171 | $61.3M | 0.04% | |
| 83 | MDTMEDTRONIC PLC | 741 | $61.0M | 0.04% | |
| 84 | GSGOLDMAN SACHS GROUP INC | 110 | $60.4M | 0.04% | |
| 85 | PEPPEPSICO INC | 453 | $59.2M | 0.04% | |
| 86 | VYMVANGUARD WHITEHALL FDS | 475 | $59.2M | 0.04% | |
| 87 | KMBKIMBERLY-CLARK CORP | 437 | $58.0M | 0.04% | |
| 88 | BDXBECTON DICKINSON & CO | 320 | $52.8M | 0.04% | |
| 89 | DFSEDIMENSIONAL ETF TRUST | 1,493 | $52.1M | 0.04% | |
| 90 | GQ9SPDR GOLD TR | 163 | $51.4M | 0.04% | |
| 91 | SUSLISHARES TR | 525 | $51.0M | 0.04% | |
| 92 | XLVSELECT SECTOR SPDR TR | 367 | $49.3M | 0.03% | |
| 93 | PINCPREMIER INC | 1,751 | $40.2M | 0.03% | |
| 94 | DGRWWISDOMTREE TR | 512 | $39.9M | 0.03% | |
| 95 | VSGXVANGUARD WORLD FD | 600 | $37.1M | 0.03% | |
| 96 | VEAVANGUARD TAX-MANAGED FDS | 676 | $36.3M | 0.03% | |
| 97 | XOMEXXON MOBIL CORP | 340 | $35.7M | 0.03% | |
| 98 | BABOEING CO | 190 | $35.3M | 0.02% | |
| 99 | DFICDIMENSIONAL ETF TRUST | 1,204 | $35.3M | 0.02% | |
| 100 | GVIISHARES TR | 311 | $32.9M | 0.02% |
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