Instuitional Investor - Cornerstone Financial Group, Llc
Fund Profile
Filing Period:
| Fund Name: | Cornerstone Financial Group, Llc |
| Portfolio Value | $143,274,641 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 146,569 | $12,091,912 | 8.44% | |
| 2. | Dimensional Etf Trust | 148,904 | $11,044,226 | 7.71% | |
| 3. | Vanguard Star Fds | 105,443 | $7,954,583 | 5.55% | |
| 4. | Spdr Index Shs Fds | 176,084 | $7,819,874 | 5.46% | |
| 5. | BND | 90,047 | $7,096,638 | 4.95% |