StockDriftsStockDriftsTop 50 Keystone Financial Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAU | DIMENSIONAL ETF TRUST | 14.22% | 606.3K | $27.4M | -4.42%(-28.01K) | $40.15(+26.91%) | 2026-03-31 | |
| VPLS | VANGUARD MALVERN FDS | 11.01% | 272.9K | $21.2M | +50.36%(+91.40K) | $77.71(-0.46%) | 2026-03-31 | |
| SGOV | ISHARES TR | 9.43% | 180.2K | $18.1M | -4.88%(-9.25K) | $100.51(-0.00%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 6.24% | 391.6K | $12.0M | +1.67%(+6.44K) | $27.70(+14.62%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 5.42% | 48.5K | $10.4M | +1.94%(+922) | $199.82(+14.44%) | 2026-03-31 | |
| VIGI | VANGUARD WHITEHALL FDS | 4.72% | 102.7K | $9.1M | +0.44%(+446) | $84.26(+10.19%) | 2026-03-31 | |
| VSDM | VANGUARD MUN BD FDS | 4.45% | 112.1K | $8.6M | +25.37%(+22.69K) | $76.26(-0.02%) | 2026-03-31 | |
| DFAX | DIMENSIONAL ETF TRUST | 4.18% | 236.7K | $8.0M | +20.27%(+39.89K) | $28.63(+31.07%) | 2026-03-31 | |
| DFSD | DIMENSIONAL ETF TRUST | 4.01% | 161.0K | $7.7M | +36.12%(+42.72K) | $47.59(+0.63%) | 2026-03-31 | |
| FBK | FB FINL CORP | 3.62% | 134.2K | $7.0M | -16.65%(-26.80K) | $49.20(+4.37%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.19% | +19.75% |
| Top 20 Holdings Unweighted | +7.22% | +23.24% |
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