Instuitional Investor - Cornerstone Planning, Llc

Filing Period:
No. Security Ticker Shares Value % Port
1. SCHD 691,254 $17,686,430 3.99%
2.
Invesco Exch Trd Slf Idx Fd
622,570 $12,736,512 2.88%
3.
Ishares Tr - IBDS DEC28 ETF
499,609 $12,676,783 2.86%
4. NVDA 68,220 $11,901,976 2.69%
5.
Invesco Exch Trd Slf Idx Fd
593,753 $11,101,654 2.51%