0001398344-18-011261.txt : 20180806
0001398344-18-011261.hdr.sgml : 20180806
20180806133706
ACCESSION NUMBER: 0001398344-18-011261
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20180630
FILED AS OF DATE: 20180806
DATE AS OF CHANGE: 20180806
EFFECTIVENESS DATE: 20180806
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Keystone Financial Planning, Inc.
CENTRAL INDEX KEY: 0001596906
IRS NUMBER: 341521921
STATE OF INCORPORATION: OH
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-15727
FILM NUMBER: 18994263
BUSINESS ADDRESS:
STREET 1: 7261 ENGLE RD, #308
CITY: CLEVELAND
STATE: OH
ZIP: 44130
BUSINESS PHONE: 440-234-6323
MAIL ADDRESS:
STREET 1: 7261 ENGLE RD, #308
CITY: CLEVELAND
STATE: OH
ZIP: 44130
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001596906
XXXXXXXX
06-30-2018
06-30-2018
false
Keystone Financial Planning, Inc.
7261 Engle Rd, #308
Cleveland
OH
44130
13F HOLDINGS REPORT
028-15727
N
Brigitte Palumbo
VICE PRESIDENT/CHIEF COMPLIANCE OFFICER
440-234-6323
/s/ Brigitte Palumbo
Cleveland
OH
08-06-2018
0
45
181566
INFORMATION TABLE
2
fp0035045_13fhr-table.xml
13F INFORMATION TABLE
APPLE INC
COM
037833100
2005
10834
SH
SOLE
0
0
10834
ABB LTD
SPONSORED ADR
000375204
2380
109321
SH
SOLE
0
0
109321
ABBVIE
COM
00287Y109
470
5076
SH
SOLE
0
0
5076
AMGEN
COM
031162100
5164
27976
SH
SOLE
0
0
27976
BOEING
COM
097023105
4898
14600
SH
SOLE
0
0
14600
FRANKLIN RESOURCES
COM
354613101
525
16384
SH
SOLE
0
0
16384
BRIT AM TOBACCO
SPONSORED ADR
110448107
6529
129417
SH
SOLE
0
0
129417
ANHEUSER-BUSCH
SPONSORED ADR
03524A108
1977
19619
SH
SOLE
0
0
19619
CARDINAL HEALTH
COM
14149Y108
4078
83517
SH
SOLE
0
0
83517
CLOROX
COM
189054109
1764
13044
SH
SOLE
0
0
13044
CISCO SYSTEMS
COM
17275R102
8139
189138
SH
SOLE
0
0
189138
CVS HEALTH
COM
126650100
3799
59038
SH
SOLE
0
0
59038
CHEVRON
COM
166764100
7704
60932
SH
SOLE
0
0
60932
DOMINION ENERGY
COM
25746U109
5855
85873
SH
SOLE
0
0
85873
GENERAL MILLS
COM
370334104
5806
131189
SH
SOLE
0
0
131189
GLAXOSMITHKLINE
SPONSORED ADR
37733W105
5274
130826
SH
SOLE
0
0
130826
GRAINGER W.W.
COM
384802104
1143
3705
SH
SOLE
0
0
3705
ISHARES HI DIV EQ
CORE HIGH DV ETF
46429B663
6503
76509
SH
SOLE
0
0
76509
INTL BUS MACHINES
COM
459200101
4194
30018
SH
SOLE
0
0
30018
JOHNSON & JOHNSON
COM
478160104
3741
30829
SH
SOLE
0
0
30829
COCA-COLA
COM
191216100
6574
149889
SH
SOLE
0
0
149889
LOCKHEED MARTIN
COM
539830109
961
3253
SH
SOLE
0
0
3253
MCDONALD'S CORP
COM
580135101
1895
12096
SH
SOLE
0
0
12096
3M
COM
88579Y101
329
1673
SH
SOLE
0
0
1673
MICROSOFT
COM
594918104
3286
33323
SH
SOLE
0
0
33323
PAYCHEX
COM
704326107
6682
97756
SH
SOLE
0
0
97756
PEPSICO
COM
713448108
5846
53693
SH
SOLE
0
0
53693
PFIZER INC
COM
717081103
7366
203029
SH
SOLE
0
0
203029
PROCTER & GAMBLE
COM
742718109
6360
81480
SH
SOLE
0
0
81480
PHILIP MORRIS INTL
COM
718172109
5307
65733
SH
SOLE
0
0
65733
QUALCOMM
COM
747525103
5507
98128
SH
SOLE
0
0
98128
ISHARES US QUALITY
USA QUALITY FCTR
46432F339
541
6478
SH
SOLE
0
0
6478
ROYAL DUTCH SHELL
SPON ADR B
780259107
3739
51459
SH
SOLE
0
0
51459
SCHWAB US DIVIDEND
US DIVIDEND EQ
808524797
7024
142493
SH
SOLE
0
0
142493
SANOFI
SPONSORED ADR
80105N105
1851
46255
SH
SOLE
0
0
46255
SOUTHERN CO
COM
842587107
332
7169
SH
SOLE
0
0
7169
AT&T
COM
00206R102
6436
200444
SH
SOLE
0
0
200444
TOTAL S.A.
SPONSORED ADR
89151E109
334
5510
SH
SOLE
0
0
5510
UNILEVER PLC
SPON ADR NEW
904767704
5744
103905
SH
SOLE
0
0
103905
UNITED PARCEL SVC
CL B
911312106
4795
45140
SH
SOLE
0
0
45140
VANGUARD REIT INDEX
REIT ETF
922908553
475
5837
SH
SOLE
0
0
5837
VANG HIGH DIV YLD
HIGH DIV YLD
921946406
8037
96776
SH
SOLE
0
0
96776
WEC ENERGY GROUP
COM
92939U106
2459
38042
SH
SOLE
0
0
38042
XCEL ENERGY
COM
98389B100
1013
22186
SH
SOLE
0
0
22186
EXXON MOBIL
COM
30231G102
6725
81293
SH
SOLE
0
0
81293