Instuitional Investor - Cornerstone Planning Group Llc
Fund Profile
Filing Period:
| Fund Name: | Cornerstone Planning Group Llc |
| Portfolio Value | $418,021,097 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Invesco Qqq Trust Series I | 133,927 | $60,877,901 | 14.56% | |
| 2. | Vanguard Ftse Developed Markets Etf | 1,128,827 | $58,303,931 | 13.95% | |
| 3. | BND | 476,356 | $36,098,220 | 8.64% | |
| 4. | FNDF | 1,433,911 | $31,990,548 | 7.65% | |
| 5. | Ishares U.s. Smallcap Equity Factor Etf | 399,823 | $23,677,537 | 5.66% |
