KEYSTONE GLOBAL PARTNERS, LLC

PrivateCIK: 1764057
Location

DENVER, CO

57
Positions
$264.55M
Total AUM (reported)
3.54M
Total Shares

Allocation by class

TOTAL AUM$264.55M57 positions
ETF$247.46M93.5%
COMMON STOCK$9.44M3.6%
MUTUAL FUND$5.68M2.1%
BONDS$1.51M0.6%
FUND$461.9K0.2%

Portfolio Concentration

Top 325.6%4–1036.4%11–2527.5%Rest10.5%TOP 1062.0%0%100%
Top 3$67.60M25.6%
4–10$96.29M36.4%
11–25$72.81M27.5%
Rest$27.85M10.5%

Top 3 weight

25.6%

Top 10 weight

62.0%

Voting Authority Distribution

Total shares with voting rights: 3.54M

Sole

Full voting authority

3.54M

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)

Sole57
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings57
Rows:

Technology Select Sector SPDR ETF

SOLE
ETF
Shares146.10K
TypeSH
Market value$27.84M
10.52%
Sole
146.10K
Shared
0.00
None
0.00

Select STR Financial Select SPDR ETF

SOLE
ETF
Shares386.37K
TypeSH
Market value$20.71M
7.83%
Sole
386.37K
Shared
0.00
None
0.00

BlackRock iShares Dynamic Equity Active

SOLE
ETF
Shares686.81K
TypeSH
Market value$19.05M
7.20%
Sole
686.81K
Shared
0.00
None
0.00

Schwab US Large Cap Growth ETF

SOLE
ETF
Shares560.29K
TypeSH
Market value$18.96M
7.17%
Sole
560.29K
Shared
0.00
None
0.00

Vanguard FTSE Developed Markets ETF

SOLE
ETF
Shares261.94K
TypeSH
Market value$18.66M
7.05%
Sole
261.94K
Shared
0.00
None
0.00

iShares MSCI World ETF

SOLE
ETF
Shares70.50K
TypeSH
Market value$14.29M
5.40%
Sole
70.50K
Shared
0.00
None
0.00

Vanguard FTSE Europe ETF

SOLE
ETF
Shares138.93K
TypeSH
Market value$12.30M
4.65%
Sole
138.93K
Shared
0.00
None
0.00

Health Care Select SPDR

SOLE
ETF
Shares75.56K
TypeSH
Market value$11.99M
4.53%
Sole
75.56K
Shared
0.00
None
0.00

INDUSTRIAL SELECT SECTOR SPDR FUND

SOLE
ETF
Shares59.99K
TypeSH
Market value$11.11M
4.20%
Sole
59.99K
Shared
0.00
None
0.00

iShares Core S&P 500 ETF

SOLE
ETF
Shares11.99K
TypeSH
Market value$8.98M
3.39%
Sole
11.99K
Shared
0.00
None
0.00

Communicat SVS SLCT Sec SPDR ETF IV

SOLE
ETF
Shares72.24K
TypeSH
Market value$7.74M
2.93%
Sole
72.24K
Shared
0.00
None
0.00

iShares Inc MSCI Japan ETF

SOLE
ETF
Shares76.56K
TypeSH
Market value$7.14M
2.70%
Sole
76.56K
Shared
0.00
None
0.00

Fidelity MSCI Cons Discr Indx ETF

SOLE
ETF
Shares66.57K
TypeSH
Market value$6.85M
2.59%
Sole
66.57K
Shared
0.00
None
0.00

Schwab Intermediate Term US TRS ETF

SOLE
ETF
Shares236.42K
TypeSH
Market value$5.83M
2.20%
Sole
236.42K
Shared
0.00
None
0.00

Vaneck Semiconductor ETF

SOLE
Mutual Fund
Shares8.67K
TypeSH
Market value$5.68M
2.15%
Sole
8.67K
Shared
0.00
None
0.00

iShares iBoxx Invt Grade Bond ETF

SOLE
ETF
Shares51.37K
TypeSH
Market value$5.60M
2.12%
Sole
51.37K
Shared
0.00
None
0.00

iShares MSCI USA Value Factor ETF

SOLE
ETF
Shares23.42K
TypeSH
Market value$4.68M
1.77%
Sole
23.42K
Shared
0.00
None
0.00

Vanguard Muni BND Tax Exempt ETF

SOLE
ETF
Shares91.39K
TypeSH
Market value$4.62M
1.75%
Sole
91.39K
Shared
0.00
None
0.00

iShares Expanded Tech Sector ETF

SOLE
ETF
Shares28K
TypeSH
Market value$4.58M
1.73%
Sole
28K
Shared
0.00
None
0.00

Energy Select Sector SPDR ETF

SOLE
ETF
Shares69.66K
TypeSH
Market value$3.70M
1.40%
Sole
69.66K
Shared
0.00
None
0.00

Vanguard S&P 500 ETF

SOLE
ETF
Shares5.33K
TypeSH
Market value$3.66M
1.38%
Sole
5.33K
Shared
0.00
None
0.00

Invesco S&P 500 Equal Weight ETF

SOLE
ETF
Shares16.63K
TypeSH
Market value$3.54M
1.34%
Sole
16.63K
Shared
0.00
None
0.00

iShares MSCI Glo Gold Miners ETF

SOLE
ETF
Shares51.23K
TypeSH
Market value$3.31M
1.25%
Sole
51.23K
Shared
0.00
None
0.00

SPDR S&P Aerospace & Defense ETF

SOLE
ETF
Shares11.33K
TypeSH
Market value$3.22M
1.22%
Sole
11.33K
Shared
0.00
None
0.00

iShares Core MSCI EAFE ETF

SOLE
ETF
Shares27.59K
TypeSH
Market value$2.66M
1.01%
Sole
27.59K
Shared
0.00
None
0.00
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