CP
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Cornerstone Planning, LLC13F | |
| Cornerstone Planning, LLC | |
| Last update 2025-04-01 | 112 Stocks (0 new) |
| Value $262.00 Mil | Turnover 0 % |
Cornerstone Planning, LLC Top Holdings of 2024-12-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSCP |
Invesco BulletShares 2025 Corporate Bond ETF
Invesco BulletShares 2025 Corporate Bond ETF
| 1,083,748 | 22,379.4 | 0% | 8.550 | 0% | 0.610 | +1.11% | +2.44% | 3,251.0 | ||
IBDQ |
iShares iBonds Dec 2025 Term Corporate ETF
iShares iBonds Dec 2025 Term Corporate ETF
| 715,929 | 17,934.0 | 0% | 6.850 | 0% | 0.570 | +1.09% | +2.35% | 2,960.8 | ||
IBTF |
iShares iBonds Dec 2025 Term Treasury ETF
iShares iBonds Dec 2025 Term Treasury ETF
| 740,480 | 17,268.0 | 0% | 6.600 | 0% | 0.770 | +1.02% | +2.17% | 1,980.8 | ||
SCHX | Schwab U.S. Large-Cap ETF | 573,497 | 13,293.7 | 0% | 5.080 | 0% | 0.030 | +16.52% | +6.93% | 56,386.2 | ||
NVDA | NVIDIA Corp | 62,485 | 8,391.1 | 0% | 3.210 | 0% | 0.000 | +52.15% | +27.13% | 4,162,956.0 | Semiconductors | |
BILS |
SPDR Bloomberg 3-12 Month T-Bill ETF
SPDR Bloomberg 3-12 Month T-Bill ETF
| 69,739 | 6,914.6 | 0% | 2.640 | 0% | 0.190 | +0.98% | +2.20% | 3,806.2 | ||
AAPL | Apple Inc | 20,211 | 5,061.2 | 0% | 1.930 | 0% | 0.000 | +3.58% | -16.29% | 3,123,230.6 | Hardware | |
MSFT | Microsoft Corp | 11,435 | 4,819.9 | 0% | 1.840 | 0% | 0.000 | +31.37% | +20.47% | 3,759,529.3 | Software | |
AVGO | Broadcom Inc | 20,580 | 4,771.3 | 0% | 1.820 | 0% | 0.000 | +57.36% | +21.83% | 1,321,393.1 | Semiconductors | |
META | Meta Platforms Inc | 6,666 | 3,903.0 | 0% | 1.490 | 0% | 0.000 | +36.32% | +21.53% | 1,786,152.9 | Interactive Media |
Cornerstone Planning, LLC's Historical Top Holdings Breakdowns
Cornerstone Planning, LLC Total Holding History ($B)
Cornerstone Planning, LLC's Asset Allocation
Cornerstone Planning, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Cornerstone Planning, LLC's Hypothetical Growth since 2024-12-31
Cornerstone Planning, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Cornerstone Planning, LLC's Holdings Heat Map
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Cornerstone Planning, LLC's Holdings Bubble Chart
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