Instuitional Investor - Lodestone Wealth Management Llc
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | AAPL | 31,128 | $8,462,390 | 3.45% | |
| 2. | Capital Group Core Plus Income Etf - ETF | 308,377 | $6,981,659 | 2.84% | |
| 3. | Jpmorgan Ultra-Short Income Etf - ETF | 137,199 | $6,940,882 | 2.83% | |
| 4. | MSFT | 12,697 | $6,140,663 | 2.5% | |
| 5. | Capital Group Short Duration Income Etf - ETF | 235,176 | $6,116,921 | 2.49% |
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