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 INDEX FUNDS
| VTI | Common | 8,825 | -41,257 | 2,009,000 | -10,083,000 | 0.94 | |
Hist
| 03/31/2022 |
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VANGUARD BOND INDEX FUNDS
| BND | Common | 19,767 | -64,406 | 1,572,000 | -5,562,000 | 0.73 | |
Hist
| 03/31/2022 |
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HOME DEPOT, INC.
| HD | Common | 3,295 | -217 | 986,000 | -472,000 | 0.46 | 0.00 |
Hist
| 03/31/2022 |
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MICROSOFT CORP
| MSFT | Common | 1,416 | -496 | 437,000 | -206,000 | 0.20 | 0.00 |
Hist
| 03/31/2022 |
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Apple Inc.
| AAPL | Common | 5,242 | -917 | 915,000 | -179,000 | 0.43 | 0.00 |
Hist
| 03/31/2022 |
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JOHNSON & JOHNSON
| JNJ | Common | 1,489 | -566 | 264,000 | -88,000 | 0.12 | 0.00 |
Hist
| 03/31/2022 |
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SPDR S&P 500 ETF TRUST
| SPY | Common | 1,010 | -77 | 456,000 | -60,000 | 0.21 | |
Hist
| 03/31/2022 |
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MCDONALDS CORP
| MCD | Common | 1,528 | -5 | 378,000 | -33,000 | 0.18 | 0.00 |
Hist
| 03/31/2022 |
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iSHARES TRUST
| DVY | DJ SEL DIV INX | 1,927 | -163 | 247,000 | -9,000 | 0.12 | |
Hist
| 03/31/2022 |
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GLOBAL PAYMENTS INC
| GPN | Common | 4,868 | -15 | 666,000 | 6,000 | 0.31 | 0.00 |
Hist
| 03/31/2022 |
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