STAR Financial Bank
CIK 1965329 · Holdings on Mar 31, 2024 · First reported May 3, 2024
Top ten holdings
Q1 2024- IWF14.97%
- IJH8.27%
- VTV4.58%
- MSFT4.18%
- IWD4.16%
- AAPL3.32%
- VB3.04%
- STLD2.23%
- IWS2.09%
- IWM1.79%
Share classes counted separately48.63%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- AAPLWeight decreased · -0.83 pp4.15% → 3.32%Shares -1.03K (-4.35%)
- IWFWeight increased · +0.45 pp14.52% → 14.97%Shares -639 (-1.21%)
- STLDWeight increased · +0.34 pp1.89% → 2.23%Shares 0 (0.00%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
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 | $17.52M | 14.97% | 51.99K shares | 14.52% → 14.97%+0.45 pp -639 (-1.21%) | Reduced | ↗▾ |
| 02 | IJHISHARES CORE S&P MIDCAP ETFExchange Traded Fund View history and evidence | $9.68M | 8.27% | 159.36K shares | 8.36% → 8.27%-0.09 pp +126.23K (+380.99%) | Added | ↗▾ |
| 03 | VTVVANGUARD MRNGSTR VAL ETF-AUIExchange Traded Fund View history and evidence | $5.35M | 4.58% | 32.88K shares | 4.40% → 4.58%+0.18 pp +566 (+1.75%) | Added | ↗▾ |
| 04 | MSFTMICROSOFT CORPCommon Stock View history and evidence | $4.89M | 4.18% | 11.63K shares | 4.13% → 4.18%+0.05 pp -443 (-3.67%) | Reduced | ↗▾ |
| 05 | IWDISHARES RUSSELL 1000 VALUE EExchange Traded Fund View history and evidence | $4.87M | 4.16% | 27.17K shares | 4.09% → 4.16%+0.07 pp -6 (-0.02%) | Reduced | ↗▾ |
| 06 | AAPLAPPLE INCCommon Stock View history and evidence | $3.89M | 3.32% | 22.67K shares | 4.15% → 3.32%-0.83 pp -1.03K (-4.35%) | Reduced | ↗▾ |
| 07 | VBVANGUARD MOST SM-CAP ETF-USDExchange Traded Fund View history and evidence | $3.55M | 3.04% | 15.55K shares | 2.97% → 3.04%+0.07 pp +227 (+1.48%) | Added | ↗▾ |
| 08 | STLDSTEEL DYNAMICS INCCommon Stock View history and evidence | $2.61M | 2.23% | 17.59K shares | 1.89% → 2.23%+0.34 pp 0 (0.00%) | Unchanged | ↗▾ |
| 09 | IWSISHARES RUSSELL MID-CAP VALUExchange Traded Fund View history and evidence | $2.44M | 2.09% | 19.48K shares | 2.02% → 2.09%+0.07 pp +425 (+2.23%) | Added | ↗▾ |
| 10 | IWMISHARES RUSSELL 2000 ETFExchange Traded Fund View history and evidence | $2.10M | 1.79% | 9.97K shares | 1.82% → 1.79%-0.03 pp -11 (-0.11%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1965329 · Period 2024-03-31
Data loaded 2026-09-23 · First reported 2024-05-03
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 117031052
}Research all 90 reported holdings.
This page includes 30 of 90 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 90 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"1965329","quarter":"2024Q1","page_size":100}
get_institutional_manager_history
{"cik":"1965329","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.