Instuitional Investor - Lodestone Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Lodestone Wealth Management Llc |
| Portfolio Value | $187,970,564 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | AAPL | 33,459 | $7,432,182 | 3.95% | |
| 2. | J P Morgan Exchange Traded F - ULTRA SHRT ETF | 130,211 | $6,592,607 | 3.51% | |
| 3. | MSFT | 14,089 | $5,288,727 | 2.81% | |
| 4. | Capital Grp Fixed Incm Etf T | 223,863 | $5,025,716 | 2.67% | |
| 5. | Capital Grp Fixed Incm Etf T | 173,060 | $4,466,690 | 2.38% |
