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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002053642

Keystone Financial Group, Inc.

ATLANTA, GA · File #028-24632

Latest AUM
$191.0M
Positions
136
Top-10 Concentration
66.0%
Filings
5

Sector Allocation

Financials
5.6%$10.7M
Materials
1.8%$3.5M
Technology
0.8%$1.6M
Healthcare
0.5%$980,667
Utilities
0.4%$732,080
Industrials
0.1%$234,280
Consumer Staples
0.1%$137,459
Energy
0.0%$66,125

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1DIMENSIONAL ETF TRUST25434V104634,346$29.7M16.08%
2ISHARES TR46436E718189,485$19.0M10.30%
3VANGUARD MALVERN FDS922020755181,493$14.2M7.68%
4SCHWAB STRATEGIC TR808524797385,136$10.6M5.72%
5VANGUARD SPECIALIZED FUNDS92190884447,539$10.4M5.66%
6VANGUARD WHITEHALL FDS921946810102,295$9.4M5.07%
7FB FINL CORP30257X104160,947$9.0M4.86%
8VANGUARD MUN BD FDS92290769689,432$6.8M3.70%
9DIMENSIONAL ETF TRUST25434V880196,760$6.4M3.49%
10BLACKROCK ETF TRUST IIBLK267,005$6.4M3.48%
11DIMENSIONAL ETF TRUST25434V708159,383$6.3M3.42%
12DIMENSIONAL ETF TRUST25434V864118,269$5.7M3.07%
13ISHARES U S ETF TR46431W83879,758$4.0M2.17%
14BLACKROCK ETF TRUST IIBLK74,625$3.8M2.05%
15ISHARES TR46428867933,149$3.7M1.98%
16FIRST TR EXCHANGE-TRADED FD33738D10182,482$3.1M1.69%
17ISHARES U S ETF TR46431W50758,051$3.0M1.61%
18ISHARES TR46428715018,146$2.7M1.46%
19VANGUARD MALVERN FDS92202073033,710$2.6M1.40%
20VANGUARD MUN BD FDS92290771231,990$2.4M1.31%