Instuitional Investor - Cornerstone Planning Group Llc
Fund Profile
Filing Period:
| Fund Name: | Cornerstone Planning Group Llc |
| Portfolio Value | $489,912,814 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Invesco Nasdaq 100 Etf | 253,424 | $58,439,646 | 11.93% | |
| 2. | Fidelity Enhanced International Etf | 1,569,960 | $51,981,370 | 10.61% | |
| 3. | BND | 511,320 | $39,596,647 | 8.08% | |
| 4. | FNDF | 1,550,283 | $38,167,959 | 7.79% | |
| 5. | Ishares U.s. Smallcap Equity Factor Etf | 435,547 | $30,209,522 | 6.17% |
