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Home > Institutional Investor > Cornerstone Financial Management Llc > Profile

Instuitional Investor - Cornerstone Financial Management Llc

Fund Profile
Filing Period:
Fund Name: Cornerstone Financial Management Llc
Portfolio Value $124,683,667
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Morningstar Mega Cap Value Etf - ETF
 37,580 $6,142,497 4.93%
2.
Vanguard Morningstar Mega Cap Growth Etf - ETF
 66,353 $5,833,068 4.68%
3.
Vanguard Scottsdale Funds
 VCIT 91,769 $5,340,956 4.28%
4.
Vanguard Scottsdale Funds
 VCIT 87,675 $5,171,046 4.15%
5.
Schwab Strategic Trust
 SCHD 155,383 $4,572,936 3.67%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.