Instuitional Investor - Lodestone Wealth Management Llc

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%