Top 50 STAR Financial Bank Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD VALUE ETF | 11.28% | 121.9K | $23.9M | +16.54%(+17.29K) | $166.89(+31.32%) | 2026-03-31 | |
| BINC | BLACKROCK ETF TRUST II | 6.55% | 267.3K | $13.9M | +39.08%(+75.11K) | $52.74(-1.16%) | 2026-03-31 | |
| GOVT | ISHARES US TREASURY BOND ETF | 6.24% | 577.2K | $13.2M | +374.61%(+455.55K) | $22.99(-1.31%) | 2026-03-31 | |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 6.04% | 30.0K | $12.8M | -32.60%(-14.52K) | $234.66(-48.37%) | 2026-03-31 | |
| VUG | VANGUARD GROWTH ETF | 5.55% | 26.9K | $11.8M | +223.42%(+18.61K) | $78.16(+9.39%) | 2026-03-31 | |
| CAAA | FIRST TRUST AAA | 5.28% | 551.1K | $11.2M | +24.96%(+110.07K) | $20.46(-0.76%) | 2026-03-31 | |
| CLOA | BLACKROCK ETF TRUST II | 5.22% | 213.4K | $11.1M | +15.47%(+28.59K) | $51.88(-0.21%) | 2026-03-31 | |
| VEA | VANGUARD FTSE DEVELOPED MARKET ETF | 4.74% | 156.7K | $10.0M | +149.23%(+93.83K) | $62.02(+14.17%) | 2026-03-31 | |
| AGG | ISHARES CORE TOTAL U.S. BOND MARKET ETF | 4.44% | 94.7K | $9.4M | +514.15%(+79.30K) | $99.65(-1.05%) | 2026-03-31 | |
| VO | VANGUARD MIDCAP VIPER ETF | 4.37% | 32.3K | $9.3M | +121.25%(+17.67K) | $72.55(+10.98%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.35% | +41.82% |
| Top 20 Holdings Unweighted | +9.34% | +30.73% |
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