Companies 0 See All

Hedge Funds 0 See All

Insiders 0 See All

Institutional Investors 0 See All

Click here to see all results for

Home > Institutional Investor > Cornerstone Planning, Llc > Profile

Instuitional Investor - Cornerstone Planning, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Cornerstone Planning, Llc
Portfolio Value	$432,340,072

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Schwab Strategic Trust	SCHD	685,039	$20,160,700	4.66%
2.	Nvidia Corp	NVDA	68,417	$13,691,769	3.17%
3.	Invesco Exch Trd Slf Idx Fd		639,285	$13,019,050	3.01%
4.	Ishares Tr - IBDS DEC28 ETF		512,899	$12,950,679	3%
5.	Invesco Exch Trd Slf Idx Fd		608,133	$11,296,091	2.61%