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 Retirement Group, Inc. > Profile

Instuitional Investor - Cornerstone Retirement Group, Inc.

Fund Profile
Filing Period:
Fund Name: Cornerstone Retirement Group, Inc.
Portfolio Value $349,760,411
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 314,422 $134,409,212 38.42%
2.
Ishares Trust
 IEF 1,257,747 $115,197,019 32.93%
3.
Ishares Tr
 530,662 $58,622,280 16.76%
4.
Ishares Trust
 IEF 171,607 $16,137,916 4.61%
5.
Ishares Trust
 IEF 75,640 $7,124,532 2.03%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
Subscribe Now

Returns since its inception in May 2014 (through Feb 16th, 2024)