CP
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Cornerstone Planning Group LLC13F | |
| Cornerstone Planning Group LLC | |
| Last update 2025-04-30 | 1552 Stocks (310 new) |
| Value $418.00 Mil | Turnover 9 % |
Cornerstone Planning Group LLC... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QQQ | INVESCO QQQ Trust | 133,927 | 60,877.9 | +8.35% | 14.560 | +1.12% | 0.020 | +21.03% | +10.81% | 360,250.4 | ||
VEA | Vanguard FTSE Developed Markets ETF | 1,128,827 | 58,303.9 | +5.99% | 13.950 | +0.79% | 0.040 | +11.93% | +23.01% | 162,442.1 | ||
BIV | Vanguard Intermediate-Term Bond ETF | 476,356 | 36,098.2 | +3.99% | 8.640 | +0.33% | 0.160 | +1.52% | +4.62% | 23,109.3 | ||
FNDX |
Schwab Fundamental U.S. Large Company ETF
Schwab Fundamental U.S. Large Company ETF
| 1,433,911 | 31,990.5 | +5.69% | 7.650 | +0.41% | 0.190 | +10.73% | +5.91% | 19,034.5 | ||
SMLF |
iShares U.S. Small-Cap Equity Factor ETF
iShares U.S. Small-Cap Equity Factor ETF
| 399,823 | 23,677.5 | +7.63% | 5.660 | +0.40% | 1.560 | +15.98% | +4.39% | 1,930.2 | ||
JKH |
iShares Morningstar Mid-Cap Growth ETF
iShares Morningstar Mid-Cap Growth ETF
| 329,167 | 22,863.9 | +5.81% | 5.470 | +0.30% | - | +19.90% | +8.45% | 0 | ||
HYDB |
iShares High Yield Systematic Bond ETF
iShares High Yield Systematic Bond ETF
| 318,044 | 14,601.4 | +3.27% | 3.490 | +0.11% | 0.920 | +2.24% | +0.81% | 1,499.7 | ||
ICVT | iShares Convertible Bond ETF | 164,936 | 13,693.0 | +0.72% | 3.280 | +0.02% | 0.590 | +10.89% | +9.26% | 2,771.2 | ||
REZ |
iShares Residential and Multisector Real Estate ETF
iShares Residential and Multisector Real Estate ETF
| 151,420 | 12,495.2 | +7.12% | 2.990 | +0.20% | 1.550 | +2.41% | +4.70% | 797.3 | ||
FTLS | First Trust Long/Short Equity ETF | 199,717 | 12,468.4 | +5.83% | 2.980 | +0.16% | 0.650 | +6.26% | +1.93% | 1,971.0 |
Cornerstone Planning Group LLC's Historical Top Holdings Breakdowns
Cornerstone Planning Group LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
QQQ | INVESCO QQQ Trust | 2025-03-31 | Add Add | +1.12% | 468.34 ($508.07) 539.52 | $565.01 | 11.21% | Add 8.35% | 133,927 | 10,323 | |
VEA | Vanguard FTSE Developed Markets ETF | 2025-03-31 | Add Add | +0.79% | 47.4 ($50.6) 52.99 | $58.09 | 14.80% | Add 5.99% | 1,128,827 | 63,779 | |
FNDX |
Schwab Fundamental U.S. Large Company ETF
Schwab Fundamental U.S. Large Company ETF
| 2025-03-31 | Add Add | +0.41% | 23.03 ($24.17) 25.01 | $25.08 | 3.76% | Add 5.69% | 1,433,911 | 77,214 | |
SMLF |
iShares U.S. Small-Cap Equity Factor ETF
iShares U.S. Small-Cap Equity Factor ETF
| 2025-03-31 | Add Add | +0.40% | 60.91 ($67.26) 71.4 | $70.06 | 4.16% | Add 7.63% | 399,823 | 28,347 | |
ILOW |
AB International Low Volatility Equity ETF
AB International Low Volatility Equity ETF
| 2025-03-31 | New Buy New Buy | +0.39% | 33.68 ($36.1) 37.7 | $41.97 | 16.26% | New holding | 42,240 | 42,240 | |
AMZN | Amazon.com Inc | 2025-03-31 | Add Add | +0.33% | 190.26 ($217) 242.06 | $232.23 | 7.02% | Add 135.48% | 13,142 | 7,561 | |
BIV | Vanguard Intermediate-Term Bond ETF | 2025-03-31 | Add Add | +0.33% | 73.78 ($75.44) 76.59 | $76.64 | 1.59% | Add 3.99% | 476,356 | 18,263 | |
PJUL |
Innovator U.S. Equity Power Buffer ETF - July
Innovator U.S. Equity Power Buffer ETF - July
| 2025-03-31 | New Buy New Buy | +0.31% | 39.81 ($41.27) 42.17 | $44.36 | 7.49% | New holding | 33,196 | 33,196 | |
JKH |
iShares Morningstar Mid-Cap Growth ETF
iShares Morningstar Mid-Cap Growth ETF
| 2025-03-31 | Add Add | +0.30% | 69.69 ($76.2) 79.99 | $374.17 | 391.04% | Add 5.81% | 329,167 | 18,087 | |
FEMS | FIRST TR EXCH ALPH | 2025-03-31 | Add Add | +0.22% | 36.09 ($37.7) 39.16 | $41.64 | 10.45% | Add 8.74% | 310,707 | 24,978 |
Cornerstone Planning Group LLC Total Holding History ($B)
Cornerstone Planning Group LLC's Asset Allocation
Cornerstone Planning Group LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Cornerstone Planning Group LLC's Hypothetical Growth since 2025-03-31
Cornerstone Planning Group LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Cornerstone Planning Group LLC's Holdings Heat Map
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Cornerstone Planning Group LLC's Holdings Bubble Chart
Cornerstone Planning Group LLC News
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