account_balance
Investment manager · 13F filer · SEC CIK 2053642
Keystone Financial Group, Inc.
Reported value$188Mas of Sep 30, 2026
Positions117 1 new, 6 sold out
Top 10 weight71.8%DFAU alone is 17%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFAUDimensional ETF Trust
17.3%
VPLSVanguard Malvern FDS
12.5%Added +8%
DFAXDimensional ETF Trust
6.9%Added +29%
SCHDSchwab Strategic Tr
6.7%
VIGVanguard Specialized Funds
6.1%
VSDMVanguard Mun Bd FDS
5.9%Added +5%
VCRMVanguard Mun Bd FDS
5.3%Added +27%
VIGIVanguard Whitehall FDS
4.1%Trimmed −22%
DFACDimensional ETF Trust
3.7%Added +2%
VSDBVanguard Malvern FDS
3.4%Added +41%
DFSDDimensional ETF Trust
3.3%Trimmed −5%
FBKFB Financial Corp
2.7%−26%
DFAUDimensional ETF Trust
17.3%
VPLSVanguard Malvern FDS
12.5%Added +8%
DFAXDimensional ETF Trust
6.9%
SCHDSchwab Strategic Tr
6.7%
VIGVanguard Specialized Funds
6.1%
VSDMVanguard Mun Bd FDS
5.9%+5%
VCRMVanguard Mun Bd FDS
5.3%
VIGI4.1%
DFAC3.7%
VSDB
DFSD3.3%
FBK2.7%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DFAU Dimensional ETF Trust 17.3% Held
VPLS Vanguard Malvern FDS 12.5% Added +8%
DFAX Dimensional ETF Trust 6.9% Added +29%
SCHD Schwab Strategic Tr 6.7% Held
VIG Vanguard Specialized Funds 6.1% Held
VSDM Vanguard Mun Bd FDS 5.9% Added +5%
VCRM Vanguard Mun Bd FDS 5.3% Added +27%
VIGI Vanguard Whitehall FDS 4.1% Trimmed −22%
DFAC Dimensional ETF Trust 3.7% Added +2%
VSDB Vanguard Malvern FDS 3.4% Added +41%
DFSD Dimensional ETF Trust 3.3% Trimmed −5%
FBK FB Financial Corp 2.7% Trimmed −26%What changed
Biggest moves since Jun 30, 2026
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