Instuitional Investor - Cornerstone Planning Group Llc
Fund Profile
Filing Period:
| Fund Name: | Cornerstone Planning Group Llc |
| Portfolio Value | $807,665,807 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Invesco Nasdaq 100 Etf | 304,368 | $94,168,307 | 11.66% | |
| 2. | Fidelity Enhanced International Etf | 1,904,662 | $75,596,041 | 9.36% | |
| 3. | SCHD | 1,745,248 | $56,127,164 | 6.95% | |
| 4. | Ishares U.s. Smallcap Equity Factor Etf | 493,412 | $42,102,849 | 5.21% | |
| 5. | Ishares Morningstar Mid-Cap Growth Etf | 396,327 | $38,499,218 | 4.77% |
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