Instuitional Investor - Cornerstone Planning Group Llc
Fund Profile
Filing Period:
| Fund Name: | Cornerstone Planning Group Llc |
| Portfolio Value | $794,114,515 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Invesco Nasdaq 100 Etf | 296,733 | $86,177,103 | 10.85% | |
| 2. | Fidelity Enhanced International Etf | 1,867,208 | $75,136,453 | 9.46% | |
| 3. | SCHD | 1,742,873 | $55,092,213 | 6.94% | |
| 4. | BND | 609,041 | $46,055,677 | 5.8% | |
| 5. | Ishares U.s. Smallcap Equity Factor Etf | 481,038 | $41,619,407 | 5.24% |
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