Instuitional Investor - Cornerstone Planning Group Llc
Fund Profile
Filing Period:
| Fund Name: | Cornerstone Planning Group Llc |
| Portfolio Value | $624,396,466 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Invesco Nasdaq 100 Etf | 259,111 | $66,778,101 | 10.69% | |
| 2. | Fidelity Enhanced International Etf | 1,617,433 | $57,629,122 | 9.23% | |
| 3. | FNDF | 1,605,768 | $42,601,017 | 6.82% | |
| 4. | Vanguard Whitehall Funds | 526,662 | $41,216,586 | 6.6% | |
| 5. | Ishares U.s. Smallcap Equity Factor Etf | 443,175 | $32,755,067 | 5.25% |