KEYSTONE WEALTH PARTNERS

13F Portfolio Filings

Most recent 13F
Q1 2022
Location
Chandler, AZ
CIK
0001845980
All SEC filings
View on sec.gov
Holdings Value, Excluding Options
Quarter Holdings Value, Excl. Options ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2022 26 214,047 VGSH, IVV, IJJ, VO 13F-HR 4/29/2022 000184598022000003
Q4 2021 35 226,526 VGSH, IVV, VO, IJJ 13F-HR 1/31/2022 000184598022000001
Q3 2021 24 181,440 VGSH, IVV, VO, IJJ 13F-HR 11/4/2021 000184598021000005
Q2 2021 27 165,899 VGSH, IVV, VO, IJJ 13F-HR 8/6/2021 000184598021000004
Q1 2021 26 148,578 VGSH, IVV, IJJ, SCHP 13F-HR 5/3/2021 000184598021000003
Q4 2020 31 123,663 VGSH, IVV, VEA, IJJ 13F-HR 2/12/2021 000184598021000001