CR

Cornerstone Retirement Group, Inc.

13F
Cornerstone Retirement Group, Inc.
Last update 2023-11-11 33 Stocks (15 new)
Value $350.00 Mil Turnover 18 %
Countries:
Top Holdings: SPY(38.43%)IEF(32.94%)SHV(16.76%)AGG(4.61%)ITOT(2.04%)
Summary Stock Picks Current Portfolio
Cornerstone Retirement Group, ... Top Holdings of 2023-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPY
S&P 500 ETF TRUST ETF
314,422
134,409.2
-14.60%
38.430
-6.59%
0.030
+16.86%
+7.34%
643,153.0
 
IEF
iShares 7-10 Year Treasury Bond ETF
1,257,747
115,197.0
+32.42%
32.940
+8.06%
0.440
-0.63%
+4.46%
34,664.5
 
SHV
iShares Short Treasury Bond ETF
530,662
58,622.3
-38.78%
16.760
-10.26%
0.250
+1.03%
+2.09%
20,617.0
 
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
171,607
16,137.9
+4,351.54%
4.610
+4.51%
0.020
+0.07%
+3.61%
128,257.8
 
ITOT
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
75,640
7,124.5
New Holding
2.040
+2.04%
0.020
+17.19%
+7.00%
71,165.1
 
IXUS
iShares Core MSCI Total International Stock ETF
iShares Core MSCI Total International Stock ETF
77,937
4,675.4
New Holding
1.340
+1.34%
0.020
+14.87%
+19.44%
46,394.1
 
IAGG
iShares International Aggregate Bond Fund
iShares International Aggregate Bond Fund
48,119
2,347.3
New Holding
0.670
+0.67%
0.050
+1.57%
+2.34%
10,442.4
 
AAPL
Apple Inc
7,000
1,198.5
-58.72%
0.340
-0.53%
0.000
+5.24%
-14.52%
3,189,545.6
Hardware
IWB
iShares Russell 1000 ETF
4,290
1,007.8
New Holding
0.290
+0.29%
0.000
+16.84%
+7.25%
42,054.9
 
GOF
Guggenheim Strategic Opportunities Fund
Guggenheim Strategic Opportunities Fund
66,737
987.0
New Holding
0.280
+0.28%
0.060
+1.40%
+5.33%
2,428.0
Asset Management

Cornerstone Retirement Group, Inc.'s Historical Top Holdings Breakdowns

Cornerstone Retirement Group, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SHV
iShares Short Treasury Bond ETF
2023-09-30
Reduce
Reduce
-10.26%
●
109.99 ($110.25) 110.5
$110.11
-0.13%
Reduce -38.78%
530,662
-336,182
IEF
iShares 7-10 Year Treasury Bond ETF
2023-09-30
Add
Add
+8.06%
●
91.32 ($94.32) 97.13
$94.76
0.47%
Add 32.42%
1,257,747
307,901
SPY
S&P 500 ETF TRUST ETF
2023-09-30
Reduce
Reduce
-6.59%
●
425.88 ($444.77) 457.79
$625.34
40.60%
Reduce -14.6%
314,422
-53,747
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
2023-09-30
Add
Add
+4.51%
●
93.85 ($96.31) 98.43
$98.47
2.24%
Add 4351.54%
171,607
167,752
ITOT
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
2023-09-30
New Buy
New Buy
+2.04%
●
93.72 ($98.27) 101.39
$136.82
39.23%
New holding
75,640
75,640
IXUS
iShares Core MSCI Total International Stock ETF
iShares Core MSCI Total International Stock ETF
2023-09-30
New Buy
New Buy
+1.34%
●
59.72 ($62.36) 65.1
$77.79
24.74%
New holding
77,937
77,937
IAGG
iShares International Aggregate Bond Fund
iShares International Aggregate Bond Fund
2023-09-30
New Buy
New Buy
+0.67%
●
48.59 ($49.08) 49.48
$51.09
4.10%
New holding
48,119
48,119
AAPL
Apple Inc
2023-09-30
Reduce
Reduce
-0.53%
●
170.43 ($183.38) 196.45
$213.55
16.45%
Reduce -58.72%
7,000
-9,959
MSFT
Microsoft Corp
2023-09-30
Reduce
Reduce
-0.34%
●
312.14 ($330.44) 359.49
$498.84
50.96%
Reduce -73.35%
1,305
-3,592
IWB
iShares Russell 1000 ETF
2023-09-30
New Buy
New Buy
+0.29%
●
234.05 ($244.8) 252.17
$343.73
40.41%
New holding
4,290
4,290

Cornerstone Retirement Group, Inc. Total Holding History ($B)

To

Cornerstone Retirement Group, Inc.'s Asset Allocation

To

Cornerstone Retirement Group, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Cornerstone Retirement Group, Inc.'s Hypothetical Growth since 2023-09-30

Cornerstone Retirement Group, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Cornerstone Retirement Group, Inc.'s Holdings Heat Map

Size field:

Cornerstone Retirement Group, Inc.'s Holdings Bubble Chart

Cornerstone Retirement Group, Inc. News

  • 1

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