Keystone Financial Services, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| GRAYSCALE BITCOIN MINI TR ET | $200.4K | 0.1% |
| Marriott International Inc/MD | $210.0K | 0.1% |
| Meta Platforms Inc | $259.0K | 0.2% |
| SPDR SERIES TRUST | $260.3K | 0.2% |
| Alphabet Inc. | $281.2K | 0.2% |
| Walt Disney Co | $282.9K | 0.2% |
| Alphabet Inc. | $295.6K | 0.2% |
| COLUMBIA ETF TR I | $302.3K | 0.2% |
| GRAYSCALE ETHEREUM MINI TR E | $329.9K | 0.2% |
| MICROSOFT CORP | $331.6K | 0.2% |
| SCHWAB STRATEGIC TR | $332.4K | 0.2% |
| MercadoLibre, Inc. | $340.4K | 0.2% |
| SCHWAB STRATEGIC TR | $341.2K | 0.2% |
| PROSHARES TR | $383.5K | 0.3% |
| SPDR S&P 500 ETF TR | $391.4K | 0.3% |
| Hartford Funds Exchange-Traded Trust | $398.6K | 0.3% |
| PROSHARES TR | $407.5K | 0.3% |
| VANGUARD INDEX FDS | $512.8K | 0.3% |
| EXXON MOBIL CORP | $553.0K | 0.4% |
| VANGUARD INDEX FDS | $568.9K | 0.4% |
| ISHARES TR | $708.5K | 0.5% |
| Tesla Inc | $713.3K | 0.5% |
| Amazon.com Inc | $716.5K | 0.5% |
| CAPITAL GROUP GROWTH ETF | $737.0K | 0.5% |
| VANGUARD INDEX FDS | $740.7K | 0.5% |
| FIRST TR EXCHANGE-TRADED FD | $759.3K | 0.5% |
| VANGUARD INDEX FDS | $803.4K | 0.5% |
| FIRST TR EXCHANGE TRADED FD | $998.7K | 0.7% |
| ISHARES TR | $1.05M | 0.7% |
| FIRST TR EXCHANGE-TRADED FD | $1.08M | 0.7% |
| THE ALGER ETF TRUST | $1.24M | 0.8% |
| SoFi Technologies, Inc. | $1.35M | 0.9% |
| Union Pacific Corp | $1.41M | 1.0% |
| VANGUARD INDEX FDS | $1.53M | 1.0% |
| Apple Inc. | $1.54M | 1.1% |
| NVIDIA Corp | $1.81M | 1.2% |
| Warren E. Buffett | $2.60M | 1.8% |
| JOHN HANCOCK EXCHANGE TRADED | $2.76M | 1.9% |
| CAPITAL GRP FIXED INCM ETF T | $3.39M | 2.3% |
| PACER FDS TR | $3.65M | 2.5% |
| INVESCO QQQ TR | $3.73M | 2.5% |
| J P MORGAN EXCHANGE TRADED F | $3.77M | 2.6% |
| SCHWAB STRATEGIC TR | $4.05M | 2.8% |
| J P MORGAN EXCHANGE TRADED F | $4.31M | 2.9% |
| VIRTUS ETF TR II | $4.42M | 3.0% |
| CAPITAL GRP FIXED INCM ETF T | $4.63M | 3.2% |
| VANGUARD INDEX FDS | $4.64M | 3.2% |
| ISHARES TR | $5.80M | 4.0% |
| J P MORGAN EXCHANGE TRADED F | $7.84M | 5.3% |
| FRANKLIN TEMPLETON ETF TR | $7.94M | 5.4% |