Top 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 |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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