Instuitional Investor - Cornerstone Financial Group, Llc
Fund Profile
Filing Period:
| Fund Name: | Cornerstone Financial Group, Llc |
| Portfolio Value | $155,805,232 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 155,676 | $13,615,461 | 8.74% | |
| 2. | Dimensional Etf Trust | 149,022 | $11,695,262 | 7.51% | |
| 3. | Vanguard Star Fds | 113,900 | $9,450,296 | 6.07% | |
| 4. | Spdr Index Shs Fds | 190,315 | $9,304,482 | 5.97% | |
| 5. | BND | 105,260 | $8,218,686 | 5.27% |