account_balance

Investment manager · 13F filer · SEC CIK 1965329

STAR Financial Bank

Reported value$248Mas of Sep 30, 2026

Positions112 9 new, 6 sold out

Top 10 weight60.6%VTV alone is 11%

FiledNov 1344 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

VTVVanguard Value ETF

10.8%

VUGVanguard Growth ETF

7.7%Added +7%

BINCBlackRock ETF Trust II

6.1%Added +3%

IWFiShares Russell 1000 Growth ETF

5.8%Trimmed −2%

GOVTiShares US Treasury Bond ETF

5.6%Added +5%

VEAVanguard Ftse Developed Market ETF

5.3%Added +4%

CAAAFirst Trust Aaa

5.1%Added +3%

CLOABlackRock ETF Trust II

5.1%Added +3%

VOVanguard Midcap Viper ETF

4.8%Added +3%

AGGiShares Core Total U.S. Bond Market ETF

4.2%Added +4%

IJRiShares Core S&P Small Cap ETF

2.7%+3%

IJHiShares Core S&P Midcap ETF

1.9%

VTVVanguard Value ETF

10.8%

VUGVanguard Growth ETF

7.7%Added +7%

BINCBlackRock ETF Trust II

6.1%+3%

IWFiShares Russell 1000 Growth ETF

5.8%−2%

GOVTiShares US Treasury Bond ETF

5.6%+5%

VEAVanguard Ftse Developed Market ETF

5.3%

CAAAFirst Trust Aaa

5.1%

CLOABlackRock ETF Trust II

5.1%

VOVanguard Midcap Viper ETF

4.8%

AGGiShares Core Total U.S. Bond Market ETF

4.2%

IJR2.7%

IJH

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

VTV Vanguard Value ETF 10.8% Held

VUG Vanguard Growth ETF 7.7% Added +7%

BINC BlackRock ETF Trust II 6.1% Added +3%

IWF iShares Russell 1000 Growth ETF 5.8% Trimmed −2%

GOVT iShares US Treasury Bond ETF 5.6% Added +5%

VEA Vanguard Ftse Developed Market ETF 5.3% Added +4%

CAAA First Trust Aaa 5.1% Added +3%

CLOA BlackRock ETF Trust II 5.1% Added +3%

VO Vanguard Midcap Viper ETF 4.8% Added +3%

AGG iShares Core Total U.S. Bond Market ETF 4.2% Added +4%

IJR iShares Core S&P Small Cap ETF 2.7% Added +3%

IJH iShares Core S&P Midcap ETF 1.9% Added +4%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 13, 2026, compared with the Aug 7, 2026 filing

add_circleNew

GLD $1.12M
TBLL $763K
VGT $499K
PLTM $307K

arrow_upwardAdded

ABBV +16%
IXUS +16%
XHLF +15%
XTWO +11%

arrow_downwardTrimmed

XTWY −27%
GPIX −15%
SCHD −15%
QQQ −14%

remove_circleSold out

CATH $323K
MAR $245K
VWO $218K
HON $218K

STAR Financial Bank

Where the money is

Biggest moves since Jun 30, 2026

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