0001398344-21-009917.txt : 20210507
0001398344-21-009917.hdr.sgml : 20210507
20210507085109
ACCESSION NUMBER: 0001398344-21-009917
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210331
FILED AS OF DATE: 20210507
DATE AS OF CHANGE: 20210507
EFFECTIVENESS DATE: 20210507
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: 21900518
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
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0001596906
XXXXXXXX
03-31-2021
03-31-2021
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
05-05-2021
0
43
268262
INFORMATION TABLE
2
fp0064522_13fhr-table.xml
13F INFORMATION TABLE
ABBVIE
COM
00287Y109
549
5076
SH
SOLE
0
0
5076
AMGEN
COM
031162100
217
874
SH
SOLE
0
0
874
FRANKLIN RESOURCES
COM
354613101
10065
340034
SH
SOLE
0
0
340034
BLACKROCK
COM
09247X101
267
354
SH
SOLE
0
0
354
BRIT AM TOBACCO
SPONSORED ADR
110448107
7337
189378
SH
SOLE
0
0
189378
CARDINAL HEALTH
COM
14149Y108
414
6817
SH
SOLE
0
0
6817
CISCO SYSTEMS
COM
17275R102
3157
61061
SH
SOLE
0
0
61061
CVS HEALTH
COM
126650100
420
5583
SH
SOLE
0
0
5583
CHEVRON
COM
166764100
9221
87999
SH
SOLE
0
0
87999
EMERSON ELECTRIC
COM
291011104
500
5547
SH
SOLE
0
0
5547
GENUINE PARTS
COM
372460105
3660
31664
SH
SOLE
0
0
31664
GLAXOSMITHKLINE
SPONSORED ADR
37733W105
8014
224554
SH
SOLE
0
0
224554
ISHARES HI DIV EQ
CORE HIGH DV ETF
46429B663
9314
98156
SH
SOLE
0
0
98156
INTL BUS MACHINES
COM
459200101
8750
65661
SH
SOLE
0
0
65661
JOHNSON & JOHNSON
COM
478160104
2250
13691
SH
SOLE
0
0
13691
JPMORGAN CHASE
COM
46625H100
229
1506
SH
SOLE
0
0
1506
KELLOGG
COM
487836108
5796
91564
SH
SOLE
0
0
91564
COCA-COLA
COM
191216100
2443
46347
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0
0
46347
LOCKHEED MARTIN
COM
539830109
855
2314
SH
SOLE
0
0
2314
MCDONALD'S CORP
COM
580135101
2352
10494
SH
SOLE
0
0
10494
3M
COM
88579Y101
6962
36135
SH
SOLE
0
0
36135
ALTRIA
COM
02209S103
6071
118674
SH
SOLE
0
0
118674
MICROSOFT
COM
594918104
7205
30558
SH
SOLE
0
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30558
NEW JERSEY RES
COM
646025106
7468
187311
SH
SOLE
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187311
PAYCHEX
COM
704326107
2883
29411
SH
SOLE
0
0
29411
PS ENTERPRISE GRP
COM
744573106
586
9735
SH
SOLE
0
0
9735
PFIZER INC
COM
717081103
8714
240530
SH
SOLE
0
0
240530
PROCTER & GAMBLE
COM
742718109
1054
7785
SH
SOLE
0
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PHILIP MORRIS INTL
COM
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8087
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SH
SOLE
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PINNACLE WEST
COM
723484101
7301
89747
SH
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0
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QUALCOMM
COM
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3949
29783
SH
SOLE
0
0
29783
SCHWAB US DIVIDEND
US DIVIDEND EQ
808524797
86138
1181269
SH
SOLE
0
0
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SANOFI
SPONSORED ADR
80105N105
1229
24842
SH
SOLE
0
0
24842
SOUTHERN CO
COM
842587107
426
6860
SH
SOLE
0
0
6860
AT&T
COM
00206R102
8846
292231
SH
SOLE
0
0
292231
UNILEVER PLC
SPON ADR NEW
904767704
2069
37066
SH
SOLE
0
0
37066
UNITED PARCEL SVC
CL B
911312106
1753
10315
SH
SOLE
0
0
10315
US BANCORP
COM NEW
902973304
9918
179311
SH
SOLE
0
0
179311
VANGUARD REIT INDEX
REIT ETF
922908553
536
5837
SH
SOLE
0
0
5837
VIATRIS INC
COM
92556V106
401
28716
SH
SOLE
0
0
28716
VANG HIGH DIV YLD
HIGH DIV YLD
921946406
3047
30140
SH
SOLE
0
0
30140
VERIZON
COM
92343V104
8143
140041
SH
SOLE
0
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140041
EXXONMOBIL
COM
30231G102
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SH
SOLE
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0
173125