STAR Financial Bank
CIK 1965329 · Holdings on Sep 30, 2023 · First reported Nov 6, 2023
Top ten holdings
Q3 2023- IWF14.09%
- IJH8.66%
- VTV4.50%
- IWD4.19%
- AAPL4.08%
- MSFT3.97%
- VB3.06%
- IWM1.99%
- IWS1.96%
- STLD1.93%
Share classes counted separately48.43%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IWFISHARES RUSSELL 1000 GROWTHExchange Traded Fund View history and evidence | $13.74M | 14.09% | 51.65K shares | — | ↗▾ | |
| 02 | IJHISHARES CORE S&P MIDCAP ETFExchange Traded Fund View history and evidence | $8.44M | 8.66% | 33.85K shares | — | ↗▾ | |
| 03 | VTVVANGUARD MRNGSTR VAL ETF-AUIExchange Traded Fund View history and evidence | $4.39M | 4.50% | 31.79K shares | — | ↗▾ | |
| 04 | IWDISHARES RUSSELL 1000 VALUE EExchange Traded Fund View history and evidence | $4.08M | 4.19% | 26.88K shares | — | ↗▾ | |
| 05 | AAPLAPPLE INCCommon Stock View history and evidence | $3.98M | 4.08% | 23.23K shares | — | ↗▾ | |
| 06 | MSFTMICROSOFT CORPCommon Stock View history and evidence | $3.87M | 3.97% | 12.25K shares | — | ↗▾ | |
| 07 | VBVANGUARD MOST SM-CAP ETF-USDExchange Traded Fund View history and evidence | $2.98M | 3.06% | 15.75K shares | — | ↗▾ | |
| 08 | IWMISHARES RUSSELL 2000 ETFExchange Traded Fund View history and evidence | $1.94M | 1.99% | 10.98K shares | — | ↗▾ | |
| 09 | IWSISHARES RUSSELL MID-CAP VALUExchange Traded Fund View history and evidence | $1.91M | 1.96% | 18.34K shares | — | ↗▾ | |
| 10 | STLDSTEEL DYNAMICS INCCommon Stock View history and evidence | $1.89M | 1.93% | 17.59K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 6
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| MAS MASCO CORP | Non-derivative | — | — | SEC filing ↗ | |
| AEP AMERICAN ELECTRIC POWER | Non-derivative | — | — | SEC filing ↗ | |
| CCI CROWN CASTLE INC | Non-derivative | — | — | SEC filing ↗ |
3 / 6 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1965329 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-11-06
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 97492942
}Research all 88 reported holdings.
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