Instuitional Investor - Lodestone Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Lodestone Wealth Management Llc |
| Portfolio Value | $283,250,334 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Capital Group Core Plus Income Etf - ETF | 523,933 | $11,678,464 | 4.12% | |
| 2. | AAPL | 29,783 | $8,617,988 | 3.04% | |
| 3. | Capital Group Short Duration Income Etf - ETF | 329,266 | $8,472,017 | 2.99% | |
| 4. | Jpmorgan Ultra-Short Income Etf - ETF | 142,701 | $7,216,370 | 2.55% | |
| 5. | GOOGL | 18,864 | $6,665,085 | 2.35% |
Hedge Fund Resource Center 
