0001864910-23-000001.txt : 20230221 0001864910-23-000001.hdr.sgml : 20230221 20230217214229 ACCESSION NUMBER: 0001864910-23-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230221 DATE AS OF CHANGE: 20230217 EFFECTIVENESS DATE: 20230221 FILER: COMPANY DATA: COMPANY CONFORMED NAME: KB FINANCIAL PARTNERS, LLC CENTRAL INDEX KEY: 0001864910 IRS NUMBER: 522220344 STATE OF INCORPORATION: NJ FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21273 FILM NUMBER: 23645043 BUSINESS ADDRESS: STREET 1: 300 CARNEGIE CENTER STREET 2: SUITE 240 CITY: PRINCETON STATE: NJ ZIP: 08540 BUSINESS PHONE: (609) 681-2971 MAIL ADDRESS: STREET 1: 300 CARNEGIE CENTER STREET 2: SUITE 240 CITY: PRINCETON STATE: NJ ZIP: 08540 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001864910 XXXXXXXX 12-31-2022 12-31-2022 KB FINANCIAL PARTNERS, LLC

300 CARNEGIE CENTER SUITE 240 PRINCETON NJ 08540

13F HOLDINGS REPORT 028-21273 N Matthew J. Rozzi (609) 681-2971 /s/ Matthew J. Rozzi Princeton NJ 02-14-2023 0 587 292844 false INFORMATION TABLE 2 kb13f12.31.2022.xml KB FORM 13F 12.31.2022 1STDIBS COM INC COM COM 320551104 181 35541 SH SOLE 35541 0 0 3M CO COM COM 88579Y101 12 96 SH SOLE 96 0 0 AAON INC COM PAR $0.004 COM 000360206 2 33 SH SOLE 33 0 0 ABB LTD SPONSORED ADR COM 000375204 5 174 SH SOLE 174 0 0 ABBOTT LABS COM COM 002824100 19 175 SH SOLE 175 0 0 ABBVIE INC COM COM 00287Y109 69 428 SH SOLE 428 0 0 ACCENTURE PLC IRELAND SHS CLASS A COM G1151C101 430 1610 SH SOLE 1610 0 0 ACI WORLDWIDE INC COM COM 004498101 3 149 SH SOLE 149 0 0 ACTIVISION BLIZZARD INC COM COM 00507V109 28 370 SH SOLE 370 0 0 ACUSHNET HLDGS CORP COM COM 005098108 688 16209 SH SOLE 16209 0 0 ADOBE SYSTEMS INCORPORATED COM COM 00724F101 54 161 SH SOLE 161 0 0 ADVANCED MICRO DEVICES INC COM COM 007903107 41 626 SH SOLE 626 0 0 AFFILIATED MANAGERS GROUP INC COM COM 008252108 575 3631 SH SOLE 3631 0 0 AFLAC INC COM COM 001055102 10 137 SH SOLE 137 0 0 AGILENT TECHNOLOGIES INC COM COM 00846U101 477 3188 SH SOLE 3188 0 0 AIR PRODS & CHEMS INC COM COM 009158106 60 195 SH SOLE 195 0 0 AKAMAI TECHNOLOGIES INC COM COM 00971T101 2 19 SH SOLE 19 0 0 ALAMO GROUP INC COM COM 011311107 3 24 SH SOLE 24 0 0 ALASKA AIR GROUP INC COM COM 011659109 2 48 SH SOLE 48 0 0 ALCON AG ORD SHS COM H01301128 395 5765 SH SOLE 5765 0 0 ALEXANDRIA REAL ESTATE EQ INC COM COM 015271109 1 10 SH SOLE 10 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS COM 01609W102 788 8940 SH SOLE 8940 0 0 ALIGN TECHNOLOGY INC COM COM 016255101 17 82 SH SOLE 82 0 0 ALLEGION PLC ORD SHS COM G0176J109 18 168 SH SOLE 168 0 0 ALLSTATE CORP COM COM 020002101 17 122 SH SOLE 122 0 0 ALNYLAM PHARMACEUTICALS INC COM COM 02043Q107 41 174 SH SOLE 174 0 0 ALPHABET INC CAP STK CL A COM 02079K305 210 2377 SH SOLE 2377 0 0 ALPHABET INC CAP STK CL C COM 02079K107 1318 14856 SH SOLE 14856 0 0 ALTICE USA INC CL A COM 02156K103 285 61972 SH SOLE 61972 0 0 ALTRIA GROUP INC COM COM 02209S103 14 308 SH SOLE 308 0 0 AMAZON COM INC COM COM 023135106 758 9018 SH SOLE 9018 0 0 AMCOR PLC ORD COM G0250X107 2 203 SH SOLE 203 0 0 AMERICAN ELEC PWR CO INC COM COM 025537101 2 19 SH SOLE 19 0 0 AMERICAN EXPRESS CO COM COM 025816109 735 4978 SH SOLE 4978 0 0 AMERICAN INTL GROUP INC COM NEW COM 026874784 129 2037 SH SOLE 2037 0 0 AMERICAN TOWER CORP NEW COM COM 03027X100 39 186 SH SOLE 186 0 0 AMERISOURCEBERGEN CORP COM COM 03073E105 108 651 SH SOLE 651 0 0 AMETEK INC COM COM 031100100 52 371 SH SOLE 371 0 0 AMGEN INC COM COM 031162100 21 80 SH SOLE 80 0 0 AMPHENOL CORP NEW CL A COM 032095101 47 619 SH SOLE 619 0 0 Amplify BlackSwan ETF COM 032108888 5 211 SH SOLE 211 0 0 ANALOG DEVICES INC COM COM 032654105 535 3260 SH SOLE 3260 0 0 ANSYS INC COM COM 03662Q105 3 11 SH SOLE 11 0 0 AON PLC SHS CL A COM G0403H108 619 2063 SH SOLE 2063 0 0 APA CORPORATION COM COM 03743Q108 14 290 SH SOLE 290 0 0 APPLE INC COM COM 037833100 482 3709 SH SOLE 3709 0 0 APPLIED MATLS INC COM COM 038222105 43 444 SH SOLE 444 0 0 APTIV PLC SHS COM G6095L109 50 542 SH SOLE 542 0 0 ARCHER DANIELS MIDLAND CO COM COM 039483102 131 1414 SH SOLE 1414 0 0 ARES MANAGEMENT CORPORATION CL A COM STK COM 03990B101 0 0 SH SOLE 0 0 0 ARGENX SE SPONSORED ADR COM 04016X101 15 40 SH SOLE 40 0 0 ARK Innovation ETF COM 00214Q104 7 210 SH SOLE 210 0 0 ARLO TECHNOLOGIES INC COM COM 04206A101 184 52318 SH SOLE 52318 0 0 ARTISAN PARTNERS ASSET MGMT IN CL A COM 04316A108 3 105 SH SOLE 105 0 0 ASHLAND INC COM COM 044186104 33 310 SH SOLE 310 0 0 ASML HOLDING N V N Y REGISTRY SHS COM N07059210 844 1545 SH SOLE 1545 0 0 ASTRAZENECA PLC SPONSORED ADR COM 046353108 71 1047 SH SOLE 1047 0 0 AT&T INC COM COM 00206R102 3 173 SH SOLE 173 0 0 ATLASSIAN CORPORATION CL A COM 049468101 193 1500 SH SOLE 1500 0 0 AUTOZONE INC COM COM 053332102 91 37 SH SOLE 37 0 0 AVALONBAY CMNTYS INC COM COM 053484101 1 8 SH SOLE 8 0 0 AVANTOR INC COM COM 05352A100 23 1070 SH SOLE 1070 0 0 AVERY DENNISON CORP COM COM 053611109 18 99 SH SOLE 99 0 0 AXALTA COATING SYS LTD COM COM G0750C108 29 1141 SH SOLE 1141 0 0 BAKER HUGHES COMPANY CL A COM 05722G100 6 217 SH SOLE 217 0 0 BALCHEM CORP COM COM 057665200 3 22 SH SOLE 22 0 0 BALL CORP COM COM 058498106 54 1049 SH SOLE 1049 0 0 BANCFIRST CORP COM COM 05945F103 487 5522 SH SOLE 5522 0 0 BANCO SANTANDER S.A. ADR COM 05964H105 400 135480 SH SOLE 135480 0 0 BANK AMERICA CORP COM COM 060505104 343 10360 SH SOLE 10360 0 0 BANK NEW YORK MELLON CORP COM COM 064058100 264 5808 SH SOLE 5808 0 0 BARCLAYS PLC ADR COM 06738E204 4 483 SH SOLE 483 0 0 BARINGS BDC INC COM COM 06759L103 14 1760 SH SOLE 1760 0 0 BATH & BODY WORKS INC COM COM 070830104 477 11318 SH SOLE 11318 0 0 BAXTER INTL INC COM COM 071813109 102 1997 SH SOLE 1997 0 0 BEACON ROOFING SUPPLY INC COM COM 073685109 6 123 SH SOLE 123 0 0 BECTON DICKINSON & CO COM COM 075887109 238 935 SH SOLE 935 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW COM 084670702 215 696 SH SOLE 696 0 0 BEST BUY INC COM COM 086516101 2 29 SH SOLE 29 0 0 BILL COM HLDGS INC COM COM 090043100 25 230 SH SOLE 230 0 0 BIOGEN INC COM COM 09062X103 503 1816 SH SOLE 1816 0 0 BIOMARIN PHARMACEUTICAL INC COM COM 09061G101 24 230 SH SOLE 230 0 0 BIO-TECHNE CORP COM COM 09073M104 73 876 SH SOLE 876 0 0 BLACKBAUD INC COM COM 09227Q100 5 79 SH SOLE 79 0 0 BLACKROCK INC COM COM 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CORPORATION COM COM 235851102 105 397 SH SOLE 397 0 0 DARDEN RESTAURANTS INC COM COM 237194105 2 14 SH SOLE 14 0 0 DATADOG INC CL A COM COM 23804L103 23 314 SH SOLE 314 0 0 DAVITA INC COM COM 23918K108 2 22 SH SOLE 22 0 0 DEERE & CO COM COM 244199105 197 460 SH SOLE 460 0 0 DENTSPLY SIRONA INC COM COM 24906P109 2 56 SH SOLE 56 0 0 DESPEGAR COM CORP ORD SHS COM G27358103 816 158989 SH SOLE 158989 0 0 DEVON ENERGY CORP NEW COM COM 25179M103 55 889 SH SOLE 889 0 0 DEXCOM INC COM COM 252131107 89 785 SH SOLE 785 0 0 DIAMONDBACK ENERGY INC COM COM 25278X109 12 87 SH SOLE 87 0 0 DIGITAL RLTY TR INC COM COM 253868103 4 44 SH SOLE 44 0 0 DISCOVER FINL SVCS COM COM 254709108 297 3032 SH SOLE 3032 0 0 DISH NETWORK CORPORATION CL A COM 25470M109 6 395 SH SOLE 395 0 0 DISNEY WALT CO COM COM 254687106 82 945 SH SOLE 945 0 0 DOLLAR GEN CORP NEW COM COM 256677105 118 478 SH SOLE 478 0 0 DOLLAR TREE INC COM COM 256746108 205 1451 SH SOLE 1451 0 0 DOMINION ENERGY INC COM COM 25746U109 1 21 SH SOLE 21 0 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CORP COM COM 907818108 516 2492 SH SOLE 2492 0 0 UNITED RENTALS INC COM COM 911363109 42 117 SH SOLE 117 0 0 UNITEDHEALTH GROUP INC COM COM 91324P102 1568 2958 SH SOLE 2958 0 0 UNIVERSAL HLTH SVCS INC CL B COM 913903100 2 16 SH SOLE 16 0 0 UPWORK INC COM COM 91688F104 532 50933 SH SOLE 50933 0 0 US BANCORP DEL COM NEW COM 902973304 96 2193 SH SOLE 2193 0 0 US FOODS HLDG CORP COM COM 912008109 28 826 SH SOLE 826 0 0 UTZ BRANDS INC COM CL A COM 918090101 48 3022 SH SOLE 3022 0 0 VALERO ENERGY CORP COM COM 91913Y100 2 15 SH SOLE 15 0 0 Vanguard Div Appreciation ETF COM 921908844 3861 25427 SH SOLE 25427 0 0 VANGUARD FTSE ALL-WORLD EX-US INDEX FUND COM 922042775 4 76 SH SOLE 76 0 0 VANGUARD MATERIALS ETF COM 92204A801 1 7 SH SOLE 7 0 0 Vanguard Short-Term Bond Index Fund COM 921937827 435 5773 SH SOLE 5773 0 0 Vanguard Total Stock Market Index Fund COM 922908769 46 240 SH SOLE 240 0 0 VANGUARD TOTAL WORLD STOCK ETF COM 922042742 144 1676 SH SOLE 1676 0 0 VEEVA SYS INC CL A COM COM 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COM COM 958102105 195 6195 SH SOLE 6195 0 0 WEWORK INC CL A COM 96209A104 366 255977 SH SOLE 255977 0 0 WHIRLPOOL CORP COM COM 963320106 2 14 SH SOLE 14 0 0 WILEY JOHN & SONS INC CL A COM 968223206 254 6345 SH SOLE 6345 0 0 WILLIAMS COS INC COM COM 969457100 8 252 SH SOLE 252 0 0 WILLIS TOWERS WATSON PLC LTD SHS COM G96629103 474 1938 SH SOLE 1938 0 0 WISDOMTREE JAPAN HEDGED EQUITY FUND COM 97717W851 2393 37215 SH SOLE 37215 0 0 WisdomTree US Quality Div Gr ETF COM 97717X669 27712 459114 SH SOLE 459114 0 0 WOLVERINE WORLD WIDE INC COM COM 978097103 3 232 SH SOLE 232 0 0 WOODWARD INC COM COM 980745103 29 304 SH SOLE 304 0 0 XTRACKERS HARVEST CSI 300 CHINA A-SHARES ETF COM 233051879 627 22368 SH SOLE 22368 0 0 XYLEM INC COM COM 98419M100 32 293 SH SOLE 293 0 0 ZILLOW GROUP INC CL A COM 98954M101 371 11881 SH SOLE 11881 0 0 ZIMMER BIOMET HOLDINGS INC COM COM 98956P102 48 380 SH SOLE 380 0 0 ZOETIS INC CL A COM 98978V103 84 573 SH SOLE 573 0 0 ZSCALER INC COM COM 98980G102 37 331 SH SOLE 331 0 0