Keystone Wealth Partners

Keystone Wealth Partners as of March 31, 2021

Portfolio Holdings for Keystone Wealth Partners

Keystone Wealth Partners holds 26 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Short-Term Treasury ETF Short Term Treas (VGSH) 20.2 $30M 489k 61.52
Ishares Core S&p 500 Etf Core S&p500 Etf (IVV) 12.7 $19M 47k 397.82
Ishares S&p Midcap 400 Va S&p Mc 400vl Etf (IJJ) 9.4 $14M 137k 101.93
Schwab US TIPS ETF Us Tips Etf (SCHP) 9.2 $14M 224k 61.16
iShares 0-5 Year TIPS Bond ETF 0-5 Yr Tips Etf (STIP) 9.2 $14M 129k 105.72
Vanguard Short Term Corp Shrt Trm Corp Bd (VCSH) 9.2 $14M 165k 82.50
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 8.7 $13M 264k 49.11
Vanguard Mid-Cap VIPERs Mid Cap Etf (VO) 8.7 $13M 58k 221.34
Ishares Tr Core S&p Small S&p 100 Etf (IJR) 4.9 $7.2M 67k 108.53
Vanguard Intmdt-Term Trs ETF Inter Term Treas (VGIT) 1.7 $2.6M 38k 67.23
Vanguard Total Stock Mark Total Stk Mkt (VTI) 1.0 $1.4M 6.9k 206.76
Vanguard Ttl Bd Mkt Total Bnd Mrkt (BND) 1.0 $1.4M 17k 84.71
Home Depot (HD) 0.7 $981k 3.2k 305.13
Apple (AAPL) 0.7 $978k 8.0k 122.11
Marathon Petroleum Corp (MPC) 0.6 $883k 17k 53.50
Tesla Motors (TSLA) 0.4 $661k 989.00 668.35
Microsoft Corporation (MSFT) 0.3 $468k 2.0k 235.77
McDonald's Corporation (MCD) 0.2 $338k 1.5k 224.29
SPDR Portfolio Short Term Treasury ETF Portfolio Sh Tsr (SPTS) 0.2 $280k 9.1k 30.64
Johnson & Johnson (JNJ) 0.2 $265k 1.6k 164.19
iSHARES TR DOW JONES SELE S&p 100 Etf (DVY) 0.2 $248k 2.2k 114.13
Amazon (AMZN) 0.2 $226k 73.00 3095.89
Shopify Cl A (SHOP) 0.1 $222k 201.00 1104.48
Walt Disney Company (DIS) 0.1 $209k 1.1k 184.96
Fastenal Company (FAST) 0.1 $201k 4.0k 50.25
Anavex Life Sciences Corp Com New (AVXL) 0.1 $159k 11k 14.93