| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES RUSSELL 1000 GROWTH ETF | 4 | Q3 2023 | 14.1% |
| ISHARES CORE S&P MIDCAP ETF | 4 | Q3 2023 | 8.7% |
| ISHARES RUSSELL 1000 VALUE ETF | 4 | Q3 2023 | 4.8% |
| VANGUARD VALUE ETF | 4 | Q3 2023 | 4.5% |
| APPLE INC | 4 | Q3 2023 | 4.5% |
| MICROSOFT CORP | 4 | Q3 2023 | 4.2% |
| VANGUARD SMALL CAP VIPER ETF | 4 | Q3 2023 | 3.1% |
| ISHARES RUSSELL 2000 ETF | 4 | Q3 2023 | 2.3% |
| ISHARES RUSSELL MID CAP VALUE ETF | 4 | Q3 2023 | 2.0% |
| STEEL DYNAMICS INC | 4 | Q3 2023 | 1.9% |
View STAR Financial Bank's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-09 |
View STAR Financial Bank's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.