Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LODESTONE WEALTH MANAGEMENT LLC | 04-30-2024 | 03-31-2024 | 185 | 190,667,286 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 1 | $5,987,616 | 14,232 | 0.00 | 0.00 | 129 | 0.91 | 03-31-2024 |
| APPLE INC | COM | 2 | $5,862,460 | 34,187 | 0.00 | 0.00 | 541 | 1.61 | 03-31-2024 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 3 | $5,261,837 | 104,298 | 0.00 | 0.00 | -8,613 | -7.63 | 03-31-2024 |
| VANGUARD INDEX FDS | VALUE ETF | 4 | $4,913,011 | 30,167 | 0.00 | 0.00 | -2,339 | -7.20 | 03-31-2024 |
