Keystone Financial Services

13F Portfolio Filings

Most recent 13F
Q1 2024
Location
Loveland, CO
CIK
0001865158
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2024 86 229,240 IVV, IUSB, QUAL, DYNF 13F-HR 6/13/2024 000186515824000002
Q4 2023 82 211,636 IVV, IUSB, QUAL, EFV 13F-HR 1/29/2024 000186515824000001
Q3 2023 72 188,908 IVV, IUSB, EFV, QUAL 13F-HR 11/7/2023 000186515823000005
Q2 2023 73 195,809 IVV, IUSB, QUAL, EFG 13F-HR 8/2/2023 000186515823000004
Q1 2023 79 186,697 IVV, IUSB, QUAL, EFG 13F-HR 4/28/2023 000186515823000003
Q4 2022 80 185,981 IVV, ESGU, IUSB, EFV 13F-HR 2/1/2023 000186515823000002
Q3 2022 79 172,108 IVV, ESGU, IUSB, EFV 13F-HR 10/28/2022 000186515822000006
Q2 2022 81 183,857 IVV, ESGU, IUSB, GOVT 13F-HR 8/3/2022 000186515822000005
Q1 2022 74 173,583 IVV, ESGU, IUSB, EFV 13F-HR 5/10/2022 000186515822000004
Q4 2021 85 194,888 ESGU, IVV, EFV, EFG 13F-HR 2/1/2022 000186515822000003