Keystone Wealth Partners

Keystone Wealth Partners as of Dec. 31, 2020

Portfolio Holdings for Keystone Wealth Partners

Keystone Wealth Partners holds 27 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Short-Term Treasury ETF Common Stock (VGSH) 17.8 $23M 365k 61.60
Ishares Core S&p 500 Etf Common Stock (IVV) 13.1 $17M 44k 375.39
Vanguard Tax-managed Intl Common Stock (VEA) 9.2 $12M 246k 47.21
Ishares S&p Midcap 400 Va Common Stock (IJJ) 9.0 $11M 132k 86.30
Vanguard Mid-Cap VIPERs Common Stock (VO) 8.8 $11M 54k 206.76
Schwab US TIPS ETF Common Stock (SCHP) 8.7 $11M 176k 62.08
iShares 0-5 Year TIPS Bond ETF Common Stock (STIP) 8.6 $11M 104k 104.43
Vanguard Short Term Corp Common Stock (VCSH) 8.6 $11M 131k 83.25
Ishares Tr Core S&p Small Common Stock (IJR) 5.0 $6.3M 68k 91.90
Vanguard Intmdt-Term Trs ETF Common Stock (VGIT) 1.7 $2.2M 31k 69.41
Vanguard Total Stock Mark Common Stock (VTI) 1.5 $1.9M 9.6k 194.62
Vanguard Ttl Bd Mkt Common Stock (BND) 1.3 $1.7M 19k 88.17
Marathon Petroleum Corp Common Stock (MPC) 1.3 $1.7M 40k 41.36
Home Depot Common Stock (HD) 1.2 $1.6M 5.8k 265.46
Tesla Common Stock (TSLA) 1.1 $1.4M 2.0k 705.47
SPDR Portfolio Short Term Treasury ETF Common Stock (SPTS) 0.8 $977k 32k 30.71
Vanguard St Bond Etf Common Stock (BSV) 0.4 $496k 6.0k 82.85
Apple Common Stock (AAPL) 0.4 $455k 3.4k 132.81
Shopify Inc Cl A Isin#ca8 Common Stock (SHOP) 0.4 $452k 400.00 1130.00
McDonald s Corp Common Stock (MCD) 0.3 $323k 1.5k 214.33
Microsoft Corp Common Stock (MSFT) 0.2 $296k 1.3k 222.56
Johnson & Johnson Common Stock (JNJ) 0.2 $234k 1.5k 157.15
Amazon.com Common Stock (AMZN) 0.2 $218k 67.00 3253.73
iSHARES TR DOW JONES SELE Common Stock (DVY) 0.2 $210k 2.2k 96.24
Anavex Life Sciences Corp Common Stock (AVXL) 0.0 $61k 11k 5.42
First Cobalt Corp Common Stock 0.0 $24k 80k 0.30
Sold 238 GPHOF @ 0.1124 Common Stock (GPHOF) 0.0 $6.0k 15k 0.40