KB FINANCIAL PARTNERS, LLC

PrivateCIK: 1864910
Location

PRINCETON, NJ

581
Positions
$349.6K
Total AUM (reported)
12.93M
Total Shares

Allocation by class

TOTAL AUM$349.6K581 positions
COM$349.6K100.0%

Portfolio Concentration

Top 336.1%4–1029.0%11–259.3%Rest25.6%TOP 1065.0%0%100%
Top 3$126.1K36.1%
4–10$101.3K29.0%
11–25$32.5K9.3%
Rest$89.7K25.6%

Top 3 weight

36.1%

Top 10 weight

65.0%

Voting Authority Distribution

Total shares with voting rights: 12.93M

Sole

Full voting authority

12.93M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole581
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings581
Rows:

Goldman ActiveBeta US Large Cap ETF

SOLE
COM
Shares718.61K
TypeSH
Market value$60.5K
17.31%
Sole
718.61K
Shared
0.00
None
0.00

iShares Core S&P 500 ETF

SOLE
COM
Shares76.60K
TypeSH
Market value$32.9K
9.41%
Sole
76.60K
Shared
0.00
None
0.00

iShares MBS ETF

SOLE
COM
Shares367.98K
TypeSH
Market value$32.7K
9.35%
Sole
367.98K
Shared
0.00
None
0.00

WisdomTree US Quality Div Gr ETF

SOLE
COM
Shares457.42K
TypeSH
Market value$29.4K
8.41%
Sole
457.42K
Shared
0.00
None
0.00

Goldman ActiveBeta Int'l ETF

SOLE
COM
Shares823.88K
TypeSH
Market value$24.7K
7.08%
Sole
823.88K
Shared
0.00
None
0.00

JP Morgan Ultra-Short Income ETF

SOLE
COM
Shares379.23K
TypeSH
Market value$19.0K
5.44%
Sole
379.23K
Shared
0.00
None
0.00

iShares Gold Trust ETF

SOLE
COM
Shares475.78K
TypeSH
Market value$16.6K
4.76%
Sole
475.78K
Shared
0.00
None
0.00

PGIM Ultra-Short Bond ETF

SOLE
COM
Shares84.09K
TypeSH
Market value$4.2K
1.19%
Sole
84.09K
Shared
0.00
None
0.00

Vanguard Div Appreciation ETF

SOLE
COM
Shares25.43K
TypeSH
Market value$4.0K
1.13%
Sole
25.43K
Shared
0.00
None
0.00

iShares Core MSCI EAFE ETF

SOLE
COM
Shares52.31K
TypeSH
Market value$3.4K
0.96%
Sole
52.31K
Shared
0.00
None
0.00

CANADIAN PACIFIC KANSAS CITY COM

SOLE
COM
Shares45.20K
TypeSH
Market value$3.4K
0.96%
Sole
45.20K
Shared
0.00
None
0.00

VISA INC COM CL A

SOLE
COM
Shares12.89K
TypeSH
Market value$3.0K
0.85%
Sole
12.89K
Shared
0.00
None
0.00

NABORS INDUSTRIES LTD SHS

SOLE
COM
Shares22.33K
TypeSH
Market value$2.8K
0.79%
Sole
22.33K
Shared
0.00
None
0.00

MICROSOFT CORP COM

SOLE
COM
Shares8.60K
TypeSH
Market value$2.7K
0.78%
Sole
8.60K
Shared
0.00
None
0.00

ISHARES MSCI JAPAN ETF

SOLE
COM
Shares57.24K
TypeSH
Market value$2.5K
0.70%
Sole
57.24K
Shared
0.00
None
0.00

META PLATFORMS INC CL A

SOLE
COM
Shares7.91K
TypeSH
Market value$2.4K
0.68%
Sole
7.91K
Shared
0.00
None
0.00

STELLANTIS N.V SHS

SOLE
COM
Shares121.75K
TypeSH
Market value$2.3K
0.67%
Sole
121.75K
Shared
0.00
None
0.00

CANADIAN NATL RY CO COM

SOLE
COM
Shares20.52K
TypeSH
Market value$2.2K
0.64%
Sole
20.52K
Shared
0.00
None
0.00

AMAZON COM INC COM

SOLE
COM
Shares14.45K
TypeSH
Market value$1.8K
0.53%
Sole
14.45K
Shared
0.00
None
0.00

INTERACTIVE BROKERS GROUP INC COM CL A

SOLE
COM
Shares20.40K
TypeSH
Market value$1.8K
0.51%
Sole
20.40K
Shared
0.00
None
0.00

ISHARES MSCI EAFE VALUE ETF

SOLE
COM
Shares34.52K
TypeSH
Market value$1.7K
0.48%
Sole
34.52K
Shared
0.00
None
0.00

ALPHABET INC CAP STK CL C

SOLE
COM
Shares12.79K
TypeSH
Market value$1.7K
0.48%
Sole
12.79K
Shared
0.00
None
0.00

ARCH CAP GROUP LTD ORD

SOLE
COM
Shares19.52K
TypeSH
Market value$1.6K
0.45%
Sole
19.52K
Shared
0.00
None
0.00

UPWORK INC COM

SOLE
COM
Shares133.81K
TypeSH
Market value$1.5K
0.43%
Sole
133.81K
Shared
0.00
None
0.00

MASTERCARD INCORPORATED CL A

SOLE
COM
Shares3.34K
TypeSH
Market value$1.3K
0.38%
Sole
3.34K
Shared
0.00
None
0.00
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