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Home > Institutional Investor > Cornerstone Financial Group, Llc > 13F Holdings

Instuitional Investor - Cornerstone Financial Group, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 153,462 $9,707,993 8.73%
2.
Spdr Series Trust
 132,681 $9,401,804 8.46%
3.
Spdr Index Shs Fds
 144,526 $5,578,723 5.02%
4.
Ishares Tr - 0-5 YR TIPS ETF
 47,559 $4,856,288 4.37%
5.
Ishares Tr
 158,259 $4,799,992 4.32%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)