Instuitional Investor - Cornerstone Planning Group Llc
Fund Profile
Filing Period:
| Fund Name: | Cornerstone Planning Group Llc |
| Portfolio Value | $749,242,129 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Invesco Nasdaq 100 Etf | 290,204 | $81,436,849 | 10.87% | |
| 2. | Fidelity Enhanced International Etf | 1,798,727 | $70,384,184 | 9.39% | |
| 3. | SCHD | 1,696,212 | $51,208,634 | 6.83% | |
| 4. | BND | 585,094 | $44,870,835 | 5.99% | |
| 5. | Ishares U.s. Smallcap Equity Factor Etf | 471,147 | $39,251,174 | 5.24% |
Hedge Fund Resource Center 
