News + Filings Holdings
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KEYSTONE WEALTH PARTNERS
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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VANGUARD SCOTTSDALE FUNDS
| VGSH | Common | 657,154 | 52,072 | 38,943,000 | 2,136,000 | 18.19 | |
Hist
| 03/31/2022 |
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iSHARES TRUST
| STIP | Common | 165,694 | 20,087 | 17,388,000 | 1,971,000 | 8.12 | |
Hist
| 03/31/2022 |
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SCHWAB STRATEGIC TRUST
| SCHP | Common | 281,498 | 34,378 | 17,090,000 | 1,549,000 | 7.98 | |
Hist
| 03/31/2022 |
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iSHARES TRUST
| IJJ | Common | 186,991 | 14,273 | 20,502,000 | 1,386,000 | 9.58 | |
Hist
| 03/31/2022 |
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VANGUARD TAX-MANAGED FUNDS
| VEA | FD | 398,983 | 42,587 | 19,163,000 | 965,000 | 8.95 | |
Hist
| 03/31/2022 |
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iSHARES TRUST
| IVV | Common | 67,973 | 5,262 | 30,839,000 | 926,000 | 14.41 | |
Hist
| 03/31/2022 |
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VANGUARD SCOTTSDALE FUNDS
| VCSH | Common | 217,914 | 16,223 | 17,017,000 | 628,000 | 7.95 | |
Hist
| 03/31/2022 |
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iSHARES TRUST
| IJR | S&P SMLCAP 600 | 95,332 | 8,114 | 10,284,000 | 297,000 | 4.80 | |
Hist
| 03/31/2022 |
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VANGUARD SCOTTSDALE FUNDS
| VGIT | Common | 50,912 | 778 | 3,203,000 | -129,000 | 1.50 | |
Hist
| 03/31/2022 |
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VANGUARD INDEX FDS MID CAP
| VO | STOCK | 82,837 | 3,902 | 19,702,000 | -408,000 | 9.20 | |
Hist
| 03/31/2022 |
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