Instuitional Investor - Lodestone Wealth Management Llc
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | AAPL | 33,092 | $8,426,157 | 3.79% | |
| 2. | MSFT | 14,132 | $7,319,692 | 3.29% | |
| 3. | Jpmorgan Ultra-Short Income Etf - ETF | 135,499 | $6,873,849 | 3.09% | |
| 4. | Capital Group Core Plus Income Etf - ETF | 241,069 | $5,477,083 | 2.46% | |
| 5. | Capital Group Dividend Value Etf - ETF | 123,476 | $5,189,715 | 2.33% |
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