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Kate L Miller

Star Financial Bank

Assets Managed
$211.894M
Holdings
104
Last Quarter
2026 - Q1
Filed Date
13d ago
Growth Rate
8.27%(2Q avg: 12.01%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Star Financial Bank's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 104 positions.

Assets under management

The assets under management (AUM) of Star Financial Bank over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 211.894M in assets, with a quarterly growth rate of 8.27% and a 2-quarter average growth rate of 12.01%. The portfolio is managed by Kate L Miller, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTV
Vanguard Value Etf
Recent Activity
Increased 16.54%
11.29%
$23.908M
121,854 shares@ $196.21 avg price
BINC
Ishares Flex I A Etf-usd Inc
Recent Activity
Increased 39.09%
6.56%
$13.881M
267,309 shares@ $51.94 avg price
GOVT
Ishares Us Treasury Bond Etf
Recent Activity
Increased 374.61%
6.25%
$13.223M
577,161 shares@ $22.91 avg price
IWF
Ishares Russell 1000 Growth
Recent Activity
Decreased -32.59%
6.05%
$12.802M
30,023 shares@ $426.4 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 223.43%
5.56%
$11.766M
26,938 shares@ $436.79 avg price
CAAA
Ft Comm Mort Opp Etf
Recent Activity
Increased 24.96%
5.28%
$11.188M
551,112 shares@ $20.31 avg price
CLOA
Ishares Aaa Clo Act Etf-usdi
Recent Activity
Increased 15.48%
5.23%
$11.062M
213,408 shares@ $51.84 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 149.23%
4.74%
$10.042M
156,704 shares@ $64.08 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 514.15%
4.44%
$9.403M
94,720 shares@ $99.27 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 121.26%
4.38%
$9.262M
32,250 shares@ $287.18 avg price

1-10 of 104