Instuitional Investor - Lodestone Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Lodestone Wealth Management Llc |
| Portfolio Value | $252,333,515 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Capital Group Core Plus Income Etf - ETF | 368,478 | $8,231,797 | 3.26% | |
| 2. | AAPL | 31,102 | $7,893,301 | 3.13% | |
| 3. | Jpmorgan Ultra-Short Income Etf - ETF | 138,998 | $7,034,680 | 2.79% | |
| 4. | Capital Group Short Duration Income Etf - ETF | 257,275 | $6,635,115 | 2.63% | |
| 5. | GOOGL | 19,450 | $5,579,497 | 2.21% |
Hedge Fund Resource Center 
