StockDriftsStockDriftsTop 50 Kb Financial Partners, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GSLC | Goldman ActiveBeta US Large Cap ETF | 17.31% | 718.6K | $61K | -1.26%(-9.17K) | — | 2023-09-30 | |
| IVV | iShares Core S&P 500 ETF | 9.41% | 76.6K | $33K | -0.07%(-51) | — | 2023-09-30 | |
| MBB | iShares MBS ETF | 9.35% | 368.0K | $33K | +0.28%(+1.01K) | — | 2023-09-30 | |
| DGRW | WisdomTree US Quality Div Gr ETF | 8.41% | 457.4K | $29K | -0.01%(-64) | — | 2023-09-30 | |
| GSIE | Goldman ActiveBeta Int'l ETF | 7.08% | 823.9K | $25K | +0.12%(+977) | — | 2023-09-30 | |
| JPST | JP Morgan Ultra-Short Income ETF | 5.44% | 379.2K | $19K | -0.12%(-451) | — | 2023-09-30 | |
| IAU | iShares Gold Trust ETF | 4.76% | 475.8K | $17K | -0.23%(-1.12K) | — | 2023-09-30 | |
| PULS | PGIM Ultra-Short Bond ETF | 1.19% | 84.1K | $4K | +0.00%(+0) | — | 2023-09-30 | |
| VIG | Vanguard Div Appreciation ETF | 1.13% | 25.4K | $4K | +0.00%(+0) | — | 2023-09-30 | |
| IEFA | iShares Core MSCI EAFE ETF | 0.96% | 52.3K | $3K | +0.00%(+0) | — | 2023-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Kb Financial Partners, Llc reports $349.61K in US-listed equity holdings across 581 positions in its most recent 13F filing. Its largest disclosed positions are GSLC (17.3%), IVV (9.4%) and MBB (9.3%). Figures reflect the Q3 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Kb Financial Partners, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1864910). View Kb Financial Partners, Llc’s 13F filings on SEC