STAR Financial Bank
CIK 1965329 · Holdings on Mar 31, 2025 · First reported May 5, 2025
Top ten holdings
Q1 2025- IWF11.91%
- VTV9.08%
- QQQ3.91%
- IJH3.62%
- IBDR2.84%
- IBDS2.44%
- HDV2.32%
- HAWX2.28%
- IBDT2.27%
- AAPL2.21%
Share classes counted separately42.88%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- IWFWeight decreased · -3.06 pp14.97% → 11.91%Shares -6.71K (-12.96%)
- VTVWeight increased · +0.89 pp8.19% → 9.08%Shares +4.61K (+6.85%)
- IJHWeight decreased · -0.81 pp4.43% → 3.62%Shares -14.13K (-14.31%)
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 | $16.27M | 11.91% | 45.05K shares | 14.97% → 11.91%-3.06 pp -6.71K (-12.96%) | Reduced | ↗▾ |
| 02 | VTVVANGUARD MRNGSTR VAL ETF-AUIExchange Traded Fund View history and evidence | $12.40M | 9.08% | 71.81K shares | 8.19% → 9.08%+0.89 pp +4.61K (+6.85%) | Added | ↗▾ |
| 03 | QQQINVESCO QQQ TRUST SERIES 1Exchange Traded Fund View history and evidence | $5.34M | 3.91% | 11.38K shares | 4.09% → 3.91%-0.18 pp +262 (+2.36%) | Added | ↗▾ |
| 04 | IJHISHARES CORE S&P MIDCAP ETFExchange Traded Fund View history and evidence | $4.94M | 3.62% | 84.64K shares | 4.43% → 3.62%-0.81 pp -14.13K (-14.31%) | Reduced | ↗▾ |
| 05 | IBDRISHARES IBONDS DEC 2026 TERMFixed Income ETF View history and evidence | $3.88M | 2.84% | 160.22K shares | 2.63% → 2.84%+0.21 pp +8.53K (+5.63%) | Added | ↗▾ |
| 06 | IBDSISHRS IBNDS DEC 27 CORP ETFFixed Income ETF View history and evidence | $3.34M | 2.44% | 137.97K shares | 2.28% → 2.44%+0.16 pp +5.89K (+4.46%) | Added | ↗▾ |
| 07 | HDVISHARES CORE HIGH DIVIDEND EExchange Traded Fund View history and evidence | $3.17M | 2.32% | 26.15K shares | Prior unavailable +26.15K | New | ↗▾ |
| 08 | HAWXISHARES CUR HDG MSCI ACWI-XInternational Equity ETF View history and evidence | $3.12M | 2.28% | 93.16K shares | Prior unavailable +93.16K | New | ↗▾ |
| 09 | IBDTISHARES IBONDS DEC 2028 ETFFixed Income ETF View history and evidence | $3.11M | 2.27% | 122.95K shares | 1.99% → 2.27%+0.28 pp +11.88K (+10.70%) | Added | ↗▾ |
| 10 | AAPLAPPLE INCCommon Stock View history and evidence | $3.01M | 2.21% | 13.56K shares | 2.68% → 2.21%-0.47 pp -1.28K (-8.64%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 12
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| DVY ISHARES SELECT DIVIDEND ETF | Non-derivative | -22,464 | -$2.95M | SEC filing ↗ | SEC filing ↗ |
| AVGO BROADCOM INC | Non-derivative | -1,357 | -$314.61K | SEC filing ↗ | SEC filing ↗ |
| CDNS CADENCE DESIGN SYS INC | Non-derivative | -871 | -$261.70K | SEC filing ↗ | SEC filing ↗ |
3 / 12 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 2025-03-31
Data loaded 2026-09-23 · First reported 2025-05-05
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 136585676
}Research all 104 reported holdings.
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