Managed by Keystone Financial Group, Inc. • Latest filing Q1 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A — | $29.7M | 634.3K | 0.00% | — |
| 2 | ? N/A — | $28.5M | 623.5K | 0.00% | — |
| 3 | ? N/A — | $27.4M | 636.1K | 0.00% | — |
| 4 | ? N/A — | $27.4M | 606.3K | 0.00% | — |
| 5 |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
—
| $24.5M |
| 639.5K |
| 0.00% |
| — |
| 6 | ? N/A — | $24.2M | 596.6K | 0.00% | — |
| 7 | V VGES — | $21.2M | 272.9K | 0.00% | — |
| 8 | I IAU — | $19M | 189.5K | 0.00% | — |
| 9 | I IAU — | $19M | 189.1K | 0.00% | — |
| 10 | I IAU — | $18.2M | 181.2K | 0.00% | — |
| 11 | I IAU — | $18.2M | 180.7K | 0.00% | — |
| 12 | I IAU — | $18.1M | 180.2K | 0.00% | — |
| 13 | V VGES — | $14.2M | 181.5K | 0.00% | — |
| 14 | I IAU — | $13.6M | 135.8K | 0.00% | — |
| 15 | V VGES — | $12.7M | 162.0K | 0.00% | — |
| 16 | S | $12M | 391.6K | 0.00% | — |
| 17 | S | $10.6M | 385.1K | 0.00% | — |
| 18 | V VGES — | $10.4M | 47.5K | 0.00% | — |
| 19 | V VGES — | $10.4M | 48.5K | 0.00% | — |
| 20 | S | $9.8M | 358.2K | 0.00% | — |