Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
STAR Financial Bank (CIK 1965329) reported $211.9M across 104 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTV ($23.9M, 11.28%), BINC ($13.9M, 6.55%), GOVT ($13.2M, 6.24%), IWF ($12.8M, 6.04%), VUG ($11.8M, 5.55%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD VALUE ETF | $23.9M | 11.28% | 121,854 | Added |
| 2 | BINC | BLACKROCK ETF TRUST II | $13.9M | 6.55% | 267,309 | Added |
| 3 | GOVT | ISHARES US TREASURY BOND ETF | $13.2M | 6.24% | 577,161 | Added |
| 4 | IWF | ISHARES RUSSELL 1000 GROWTH ETF | $12.8M | 6.04% | 30,023 | Trimmed |
| 5 | VUG | VANGUARD GROWTH ETF | $11.8M | 5.55% | 26,938 | Added |
| 6 | CAAA | FIRST TRUST AAA | $11.2M | 5.28% | 551,112 | Added |
| 7 | CLOA | BLACKROCK ETF TRUST II | $11.1M | 5.22% | 213,408 | Added |
| 8 | VEA | VANGUARD FTSE DEVELOPED MARKET ETF | $10.0M | 4.74% | 156,704 | Added |
| 9 | AGG | ISHARES CORE TOTAL U.S. BOND MARKET ETF | $9.4M | 4.44% | 94,720 | Added |
| 10 | VO | VANGUARD MIDCAP VIPER ETF | $9.3M | 4.37% | 32,250 | Added |
| 11 | XHLF | BONDBLOXX ETF TRUST | $5.5M | 2.60% | 109,384 | Added |
| 12 | IJR | ISHARES CORE S&P SMALL CAP ETF | $5.3M | 2.49% | 42,455 | Trimmed |
| 13 | IJH | ISHARES CORE S&P MIDCAP ETF | $3.7M | 1.73% | 54,179 | Trimmed |
| 14 | SCHD | SCHWAB STRATEGIC TR | $3.2M | 1.49% | 103,106 | Added |
| 15 | XTWO | BONDBLOXX ETF TRUST | $3.1M | 1.48% | 63,533 | Trimmed |
| 16 | AAPL | APPLE INC | $2.8M | 1.32% | 11,001 | Trimmed |
| 17 | JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $2.8M | 1.32% | 49,316 | Trimmed |
| 18 | QQQ | INVESCO QQQ TRUST SERIES 1 | $2.7M | 1.28% | 4,704 | Trimmed |
| 19 | STLD | STEEL DYNAMICS INC | $2.7M | 1.27% | 14,982 | Hold |
| 20 | IWD | ISHARES RUSSELL 1000 VALUE ETF | $2.5M | 1.18% | 11,730 | Trimmed |
| 21 | SPSB | SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $2.2M | 1.04% | 73,026 | Trimmed |
| 22 | MSFT | MICROSOFT CORP | $2.2M | 1.02% | 5,833 | Trimmed |
| 23 | IVV | ISHARES CORE S&P 500 ETF | $2.0M | 0.96% | 3,111 | Trimmed |
| 24 | IEFA | ISHARES CORE MSCI EAFE ETF | $2.0M | 0.95% | 22,215 | Added |
| 25 | GNR | SPDR INDEX SHS FDS | $1.9M | 0.90% | 25,527 | New |
Source: SEC Form 13F filings · as of 2026-03-31