Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KEYSTONE WEALTH PARTNERS | 04-29-2022 | 03-31-2022 | 27 | 214,047,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Vanguard Short-Term Treasury ETF | Common Stock | 1 | $38,943,000 | 657,154 | 18.19 | 18.23 | 159,691 | 32.10 | 03-31-2022 |
| ISHARES CORE S&P 500 ETF | Common Stock | 2 | $30,839,000 | 67,973 | 14.41 | 13.92 | 13,718 | 25.28 | 03-31-2022 |
| ISHARES S&P MIDCAP 400 VA | Common Stock | 3 | $20,502,000 | 186,991 | 9.58 | 9.36 | 38,025 | 25.53 | 03-31-2022 |
| Vanguard Mid-Cap VIPERs | Common Stock | 4 | $19,702,000 | 82,837 | 9.20 | 9.39 | 16,500 | 24.87 | 03-31-2022 |
