CP

Cornerstone Planning Group LLC

13F
Cornerstone Planning Group LLC
Last update 2025-04-30 1552 Stocks (310 new)
Value $418.00 Mil Turnover 9 %
Countries:
Cornerstone Planning Group LLC... Top Holdings of 2025-03-31 View Full List
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
+26.27%
+9.78%
357,853.0
 
VEA
Vanguard FTSE Developed Markets ETF
1,128,827
58,303.9
+5.99%
13.950
+0.79%
0.040
+11.22%
+19.78%
160,177.0
 
BIV
Vanguard Intermediate-Term Bond ETF
476,356
36,098.2
+3.99%
8.640
+0.33%
0.160
+1.64%
+2.96%
23,199.8
 
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
+13.08%
+5.49%
18,958.6
 
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
+20.33%
+3.73%
1,929.1
 
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
+3.75%
+0.77%
1,499.1
 
ICVT
iShares Convertible Bond ETF
164,936
13,693.0
+0.72%
3.280
+0.02%
0.590
+13.14%
+9.24%
2,770.6
 
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
+2.63%
+4.46%
804.0
 
FTLS
First Trust Long/Short Equity ETF
199,717
12,468.4
+5.83%
2.980
+0.16%
0.650
+7.03%
+1.03%
1,964.8
 

Cornerstone Planning Group LLC's Historical Top Holdings Breakdowns

Cornerstone Planning Group LLC's Top Stock Picks View Full List
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
$561.25
10.47%
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
$57.28
13.20%
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
$24.98
3.35%
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
$70.02
4.10%
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
$41.43
14.76%
New holding
42,240
42,240
AMZN
Amazon.com Inc
2025-03-31
Add
Add
+0.33%
190.26 ($217) 242.06
$227.47
4.82%
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
$76.94
1.99%
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
$44.19
7.08%
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
$41.60
10.34%
Add 8.74%
310,707
24,978

Cornerstone Planning Group LLC Total Holding History ($B)

To

Cornerstone Planning Group LLC's Asset Allocation

To

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

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