Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KEYSTONE FINANCIAL PLANNING INC | 04-10-2024 | 03-31-2024 | 49 | 308,355,224 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 1 | $123,038,020 | 1,525,958 | 0.04 | 0.04 | -126,816 | -7.67 | 03-31-2024 |
| MICROSOFT CORP | COM | 2 | $11,661,307 | 27,718 | 0.00 | 0.00 | -1,314 | -4.53 | 03-31-2024 |
| ISHARES TR | CORE HIGH DV ETF | 3 | $10,430,230 | 94,640 | 0.00 | 0.00 | 54,652 | 136.67 | 03-31-2024 |
| VERIZON COMMUNICATIONS INC | COM | 4 | $10,157,756 | 242,082 | 0.00 | 0.00 | -6,846 | -2.75 | 03-31-2024 |
