$214 Million is the total value of KEYSTONE WEALTH PARTNERS's 27 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
KALA | New | Kala Pharmaceuticals Inc | $19,000 | – | 14,000 | +100.0% | 0.01% | – |
ARTL | New | Artelo Biosciences Ord | $7,000 | – | 15,000 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-29
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
Vanguard Short-Term Treasury ETF | 6 | Q1 2022 | 20.2% |
ISHARES CORE S&P 500 ETF | 6 | Q1 2022 | 14.4% |
ISHARES S&P MIDCAP 400 VA | 6 | Q1 2022 | 9.6% |
Vanguard Mid-Cap VIPERs | 6 | Q1 2022 | 9.4% |
VANGUARD TAX-MANAGED INTL | 6 | Q1 2022 | 9.3% |
VANGUARD SHORT TERM CORP | 6 | Q1 2022 | 9.2% |
Schwab US TIPS ETF | 6 | Q1 2022 | 9.2% |
iShares 0-5 Year TIPS Bond ETF | 6 | Q1 2022 | 9.2% |
ISHARES TR CORE S&P SMALL | 6 | Q1 2022 | 5.1% |
Vanguard Total Stock Mark | 6 | Q1 2022 | 5.3% |
View KEYSTONE WEALTH PARTNERS's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2022-04-29 |
13F-HR | 2022-01-31 |
13F-HR | 2021-11-04 |
13F-HR | 2021-08-06 |
13F-HR | 2021-05-03 |
13F-HR | 2021-02-12 |
View KEYSTONE WEALTH PARTNERS's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.