Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
KEYSTONE WEALTH SERVICES LLC 07-12-2024 06-30-2024 231 321,382,549
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
INNOVATOR ETFS TRUST US EQT PWR BUF 201 $354,502 10,228 0.00 10,228 +Inf 06-30-2024
MARRIOTT INTL INC NEW CL A 202 $353,871 1,464 0.00 1,464 +Inf 06-30-2024
ISHARES TR 0-5 YR TIPS ETF 203 $351,526 3,533 0.00 0.00 -850 -19.39 06-30-2024
VANGUARD CALIF TAX FREE FDS TAX EXEMPT BD FD 204 $349,430 3,515 0.00 3,515 +Inf 06-30-2024
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