Instuitional Investor - Lodestone Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Lodestone Wealth Management Llc |
| Portfolio Value | $297,248,265 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Capital Group Core Plus Income Etf - ETF | 605,349 | $12,815,241 | 4.31% | |
| 2. | AAPL | 29,876 | $9,949,461 | 3.35% | |
| 3. | Capital Group Short Duration Income Etf - ETF | 359,008 | $9,064,952 | 3.05% | |
| 4. | Jpmorgan Ultra-Short Income Etf - ETF | 150,897 | $7,600,674 | 2.56% | |
| 5. | MSFT | 14,434 | $7,403,258 | 2.49% |
Hedge Fund Resource Center 
