$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BIGZ | Exit | BLACKROCK INNOVATION & GR | $0 | – | -10,109 | -100.0% | -0.06% | – |
| INTC | Exit | Intel Corp | $0 | – | -3,935 | -100.0% | -0.09% | – |
| MCHP | Exit | Microchip Technology Inc | $0 | – | -2,329 | -100.0% | -0.09% | – |
| BSTZ | Exit | BLACKROCK SCIENCE AND TEC | $0 | – | -5,249 | -100.0% | -0.09% | – |
| DIS | Exit | DISNEY (WALT) CO | $0 | – | -1,422 | -100.0% | -0.10% | – |
| V | Exit | Visa Inc Class A | $0 | – | -1,059 | -100.0% | -0.10% | – |
| DFAS | Exit | DIMENSIONAL U S SMALL CAP ETF | $0 | – | -8,317 | -100.0% | -0.22% | – |
| VTIP | Exit | Vanguard Short-Term Infl-Prot Secs ETF | $0 | – | -18,803 | -100.0% | -0.43% | – |
| VOE | Exit | Vanguard Mid-Cap Value ETF | $0 | – | -8,156 | -100.0% | -0.54% | – |
| VEU | Exit | Vanguard FTSE All-World ex-US ETF | $0 | – | -20,554 | -100.0% | -0.56% | – |
| VOO | Exit | Vanguard 500 ETF | $0 | – | -3,650 | -100.0% | -0.70% | – |
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.