Fund HoldingsLODESTAR PRIVATE ASSET MANAGEMENT LLC

Total Portfolio Value
$867.88M
Total Bought
$65.17M
Total Sold
$36.33M
Net Transaction
+$28.83M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
ISHARES TR0122,631+122,631076,1428.77%+76,142
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
0139,874+139,874031,7653.66%+31,765
INVESCO QQQ TR070,130+70,130038,6864.46%+38,686
ISHARES TR
CORE MSCI TOTAL
182,956213,684+30,72812,77216,5201.90%+3,748
SPDR INDEX SHS FDS
ST STR ACWI ETF
747,201785,162+37,96122,10225,6432.95%+3,541
J P MORGAN EXCHANGE TRADED F
INCOME ETF
268,975338,335+69,36012,39215,6721.81%+3,280
SPDR SERIES TRUST
SST SPDR BLOOMBE
349,615409,110+59,49510,31013,3331.54%+3,023
ISHARES TR88,562103,227+14,6658,85611,5611.33%+2,705
VANGUARD INDEX FDS68,36068,641+28118,78820,8622.40%+2,074
SPDR S&P 500 ETF TR(SPY)028,117+28,117017,3722.00%+17,372
SCHWAB STRATEGIC TR0530,828+530,828012,9731.49%+12,973
VANGUARD BD INDEX FDS226,125244,431+18,30617,31418,9042.18%+1,590
WISDOMTREE TR(WT)283,986297,337+13,3518,76710,2521.18%+1,486
SELECT SECTOR SPDR TR
ST STR TECHN ETF
047,829+47,829012,1121.40%+12,112
ISHARES TR78,04586,706+8,6616,3797,7510.89%+1,372
SCHWAB STRATEGIC TR0200,424+200,42405,0710.58%+5,071
SCHWAB STRATEGIC TR0624,863+624,863014,8901.72%+14,890
VANGUARD INDEX FDS029,531+29,531016,7751.93%+16,775
VANGUARD TAX-MANAGED FDS217,828217,018-81011,07212,3721.43%+1,300
VANGUARD INDEX FDS011,103+11,10304,8680.56%+4,868
AMAZON COM INC(AMZN)047,372+47,372010,3931.20%+10,393
MICROSOFT CORP(MSFT)09,388+9,38804,6700.54%+4,670
NVIDIA CORPORATION(NVDA)021,355+21,35503,3740.39%+3,374
VANGUARD INDEX FDS62,02966,765+4,73610,71511,8001.36%+1,085
ISHARES TR76,28688,900+12,6144,3925,4740.63%+1,082
ISHARES TR
CORE MSCI EAFE
012,749+12,74901,0640.12%+1,064
VANGUARD SPECIALIZED FUNDS125,616124,153-1,46324,36825,4102.93%+1,042
WISDOMTREE TR(WT)73,31581,925+8,6105,8556,8600.79%+1,005
VANGUARD INTL EQUITY INDEX F178,549183,091+4,5428,0819,0561.04%+975
SCHWAB STRATEGIC TR0389,628+389,628010,9291.26%+10,929
ISHARES TR0259,762+259,762016,1101.86%+16,110
SPDR SERIES TRUST
ST STR AGGRE ETF
1,024,7521,057,243+32,49126,17227,0653.12%+893
DIMENSIONAL ETF TRUST
CALIF MUN BD ETF
017,705+17,70508730.10%+873
ISHARES TR095,864+95,86408,8171.02%+8,817
SCHWAB STRATEGIC TR400,105397,059-3,0467,9148,7751.01%+861
ISHARES TR0138,701+138,701015,1591.75%+15,159
ISHARES TR111,254122,171+10,9174,8825,6250.65%+743
VANGUARD INTL EQUITY INDEX F113,743113,432-3116,9007,6250.88%+725
VANGUARD WORLD FD
INF TECH ETF
04,701+4,70103,1180.36%+3,118
SPDR S&P MIDCAP 400 ETF TR(MDY)010,862+10,86206,1530.71%+6,153
ISHARES TR052,898+52,898011,4151.32%+11,415
ISHARES TR013,830+13,83004,6960.54%+4,696
SCHWAB STRATEGIC TR085,906+85,90602,5090.29%+2,509
ISHARES INC
CORE MSCI EMKT
21,62328,352+6,7291,1671,7020.20%+535
VANGUARD INDEX FDS021,990+21,99006,2740.72%+6,274
WORLD GOLD TR(GLDM)80,78483,169+2,3855,0005,4490.63%+450
ISHARES TR37,93942,232+4,2934,2154,6470.54%+433
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
158,934165,133+6,1997,7598,1760.94%+417
SPDR INDEX SHS FDS
ST STR EUROP ETF
013,586+13,58606580.08%+658
SCHWAB STRATEGIC TR0124,028+124,02803,0440.35%+3,044
ISHARES TR
CORE INTL AGGR
118,575122,963+4,3885,9286,2820.72%+355
SPDR SERIES TRUST
ST STR P500ETF
04,822+4,82203510.04%+351
VANGUARD INDEX FDS05,363+5,36301,2710.15%+1,271
ORACLE CORP(ORCL)04,291+4,29109380.11%+938
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
017,001+17,00108620.10%+862
ALPHABET INC(GOOG)010,047+10,04701,7710.20%+1,771
INVESCO CURRENCYSHARES EURO(FXE)02,362+2,36202570.03%+257
NEBIUS GROUP N.V.(NBIS)04,621+4,62102560.03%+256
JPMORGAN CHASE & CO.(JPM)5,4885,489+11,3461,5910.18%+245
VANGUARD WORLD FD
INDUSTRIAL ETF
0855+85502390.03%+239
ISHARES TR
CORE UNIVRSL USD
256,758261,011+4,25311,83112,0671.39%+235
META PLATFORMS INC(META)02,190+2,19001,6160.19%+1,616
ISHARES TR12,79414,453+1,6599791,2050.14%+227
SCHWAB STRATEGIC TR031,756+31,75608790.10%+879
COSTCO WHSL CORP NEW(COST)1,7191,867+1481,6261,8480.21%+222
J P MORGAN EXCHANGE TRADED F
MUNICIPAL ETF
8,79213,237+4,4454406570.08%+217
VANGUARD STAR FDS03,139+3,13902170.02%+217
MICROSTRATEGY INC(MSTR)01,870+1,87007560.09%+756
ISHARES TR0750+75002140.02%+214
VANGUARD WHITEHALL FDS34,45034,081-3692,8573,0710.35%+214
VANGUARD INDEX FDS0763+76302110.02%+211
GE VERNOVA INC(GEV)0392+39202070.02%+207
SELECT SECTOR SPDR TR
ST STR FINL ETF
03,939+3,93902060.02%+206
SERVICENOW INC(NOW)0200+20002060.02%+206
VANGUARD WORLD FD
MATERIALS ETF
01,029+1,02902000.02%+200
ISHARES TR
MSCI INDIA ETF
08,480+8,48004720.05%+472
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
81,16877,814-3,3542,8933,0730.35%+180
TAIWAN SEMICONDUCTOR MFG LTD(TSM)02,807+2,80706360.07%+636
BROADCOM INC(AVGO)01,460+1,46004020.05%+402
EXXON MOBIL CORP9,63512,163+2,5281,1461,3110.15%+165
VANGUARD INDEX FDS8,1128,077-352,0982,2600.26%+162
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
02,640+2,64003810.04%+381
ISHARES TR47,92148,802+8813,7803,9360.45%+155
CONSTELLATION ENERGY CORP(CEG)01,229+1,22903970.05%+397
NETFLIX INC(NFLX)755628-1277048410.10%+137
DISNEY WALT CO(DIS)03,632+3,63204500.05%+450
ALPHABET INC(GOOG)05,168+5,16809170.11%+917
CROWDSTRIKE HLDGS INC(CRWD)747774+272633940.05%+131
VANECK ETF TRUST
SEMICONDUCTR ETF
04,507+4,50701,2570.14%+1,257
LAM RESEARCH CORP(LRCX)05,060+5,06004930.06%+493
VISA INC(V)2,2822,589+3078009190.11%+119
ISHARES TR11,66010,081-1,5791,7851,9020.22%+117
ISHARES TR73,97175,609+1,6383,8743,9890.46%+115
ISHARES TR02,280+2,28005440.06%+544
SPDR GOLD TR(GLD)14,78314,336-4474,2604,3700.50%+110
ADVANCED MICRO DEVICES INC(AMD)02,650+2,65003760.04%+376
ISHARES TR13,88314,538+6556077010.08%+95
INTERNATIONAL BUSINESS MACHS(IBM)1,9721,974+24905820.07%+91
ISHARES TR
CORE HIGH DV ETF
2,7353,579+8443314190.05%+88
WALMART INC(WMT)010,942+10,94201,0700.12%+1,070
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