CA
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Cornerstone Advisors, Inc.13F | |
| Cornerstone Advisors, Inc. | |
| Last update 2020-10-20 | 715 Stocks (32 new) |
| Value $936.00 Mil | Turnover 0 % |
Cornerstone Advisors, Inc. Top Holdings of 2020-09-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 978,633 | 328,879.0 | -6.72% | 35.150 | -2.39% | 0.140 | +23.58% | +6.63% | 619,462.7 | ||
VV | Vanguard Large Cap ETF | 1,034,032 | 161,764.0 | -5.26% | 17.290 | -0.90% | 0.780 | +23.66% | +6.21% | 40,086.6 | ||
VEA | Vanguard FTSE Developed Markets ETF | 3,156,021 | 129,081.0 | -4.54% | 13.800 | -0.64% | 0.140 | +23.14% | +18.17% | 156,310.6 | ||
IJH | iShares Core S&P Mid-Cap ETF | 1,388,255 | 51,452.0 | -4.20% | 5.500 | -0.24% | 0.110 | +21.13% | +1.95% | 96,551.0 | ||
IJR | iShares Core S&P Small-Cap ETF | 699,521 | 49,127.0 | -3.99% | 5.250 | -0.22% | 0.100 | +19.54% | -2.87% | 80,180.9 | ||
VO | Vanguard Mid-Cap ETF | 242,391 | 42,724.0 | -2.54% | 4.570 | -0.11% | 0.100 | +21.46% | +6.85% | 79,383.2 | ||
VB | Vanguard Small Cap ETF | 243,701 | 37,481.0 | +0.51% | 4.010 | +0.02% | 0.110 | +20.94% | +0.15% | 60,432.7 | ||
ACWI | iShares MSCI ACWI Index Fund | 293,446 | 23,452.0 | -2.69% | 2.510 | -0.07% | 0.150 | +22.57% | +9.50% | 22,258.4 | ||
VTI | Vanguard Total Stock Market ETF | 91,574 | 15,596.0 | +0.63% | 1.670 | +0.01% | 0.010 | +23.39% | +5.45% | 469,536.3 | ||
MSFT | Microsoft Corp | 71,100 | 14,955.0 | -1.39% | 1.600 | -0.02% | 0.000 | +39.34% | +18.54% | 3,699,325.7 | Software |
Cornerstone Advisors, Inc.'s Historical Top Holdings Breakdowns
Cornerstone Advisors, Inc. Total Holding History ($B)
Cornerstone Advisors, Inc.'s Asset Allocation
Cornerstone Advisors, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Cornerstone Advisors, Inc.'s Hypothetical Growth since 2020-09-30
Cornerstone Advisors, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Cornerstone Advisors, Inc.'s Holdings Heat Map
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Cornerstone Advisors, Inc.'s Holdings Bubble Chart
Cornerstone Advisors, Inc. News
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