Keystone Wealth Partners

Keystone Wealth Partners as of Dec. 31, 2021

Portfolio Holdings for Keystone Wealth Partners

Keystone Wealth Partners holds 35 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Short-Term Treasury ETF Common Stock (VGSH) 16.2 $37M 605k 60.83
Ishares Core S&p 500 Etf Common Stock (IVV) 13.2 $30M 63k 477.00
Vanguard Mid-Cap VIPERs Common Stock (VO) 8.9 $20M 79k 254.77
Ishares S&p Midcap 400 Va Common Stock (IJJ) 8.4 $19M 173k 110.68
Vanguard Tax-managed Intl Common Stock (VEA) 8.0 $18M 356k 51.06
Vanguard Short Term Corp Common Stock (VCSH) 7.2 $16M 202k 81.26
Schwab US TIPS ETF Common Stock (SCHP) 6.9 $16M 247k 62.89
iShares 0-5 Year TIPS Bond ETF Common Stock (STIP) 6.8 $15M 146k 105.88
Vanguard Total Stock Mark Common Stock (VTI) 5.3 $12M 50k 241.44
Ishares Tr Core S&p Small Common Stock (IJR) 4.4 $10M 87k 114.51
Dfa Tax-managed International Lg Value Common Stock (DFIV) 3.9 $8.8M 267k 32.82
Vanguard Ttl Bd Mkt Common Stock (BND) 3.1 $7.1M 84k 84.75
Vanguard Intmdt-Term Trs ETF Common Stock (VGIT) 1.5 $3.3M 50k 66.46
Vanguard 500 ETF Common Stock (VOO) 0.7 $1.6M 3.7k 436.44
Home Depot Common Stock (HD) 0.6 $1.5M 3.5k 415.15
Vanguard FTSE All-World ex-US ETF Common Stock (VEU) 0.6 $1.3M 21k 61.30
Vanguard Mid-Cap Value ETF Common Stock (VOE) 0.5 $1.2M 8.2k 150.32
Apple Common Stock (AAPL) 0.5 $1.1M 6.2k 177.63
Marathon Petroleum Corp Common Stock (MPC) 0.5 $1.1M 17k 63.98
Vanguard Short-Term Infl-Prot Secs ETF Common Stock (VTIP) 0.4 $966k 19k 51.37
Global Payments Common Stock (GPN) 0.3 $660k 4.9k 135.16
Microsoft Corp Common Stock (MSFT) 0.3 $643k 1.9k 336.30
Spdr S&p 500 Etf Tr Tr Un Common Stock (SPY) 0.2 $516k 1.1k 474.70
Dimensional U S Small Cap Etf Common Stock (DFAS) 0.2 $499k 8.3k 60.00
McDonald s Corp Common Stock (MCD) 0.2 $411k 1.5k 268.10
Johnson & Johnson Common Stock (JNJ) 0.2 $352k 2.1k 171.29
Ishares Trust Russell 200 Common Stock (IWM) 0.1 $267k 1.2k 222.50
Fastenal Common Stock (FAST) 0.1 $256k 4.0k 64.00
iSHARES TR DOW JONES SELE Common Stock (DVY) 0.1 $256k 2.1k 122.49
Visa Inc Class A Common Stock (V) 0.1 $229k 1.1k 216.24
Disney Common Stock (DIS) 0.1 $220k 1.4k 154.71
Blackrock Science And Tec Common Stock (BSTZ) 0.1 $204k 5.2k 38.86
Microchip Technology Common Stock (MCHP) 0.1 $203k 2.3k 87.16
Intel Corp Common Stock (INTC) 0.1 $203k 3.9k 51.59
Blackrock Innovation & Gr Common Stock (BIGZ) 0.1 $147k 10k 14.54