Instuitional Investor - Cornerstone Financial Management Llc
Fund Profile
Filing Period:
| Fund Name: | Cornerstone Financial Management Llc |
| Portfolio Value | $106,497,027 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Mega Cap Growth Etf - ETF | 13,017 | $5,373,099 | 5.05% | |
| 2. | Vanguard Mega Cap Value Etf - ETF | 36,977 | $5,219,710 | 4.9% | |
| 3. | Vanguard Scottsdale Funds | 85,632 | $5,029,193 | 4.72% | |
| 4. | Vanguard Scottsdale Funds | 83,590 | $5,009,552 | 4.7% | |
| 5. | Vanguard Mega Cap Etf - ETF | 15,938 | $4,003,147 | 3.76% |