Instuitional Investor - Cornerstone Planning Group Llc
Fund Profile
Filing Period:
| Fund Name: | Cornerstone Planning Group Llc |
| Portfolio Value | $302,831,433 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Invsc Qqq Trust Srs 1 Etf Iv | 118,121 | $48,372,873 | 15.97% | |
| 2. | Vanguard Ftse Developed Markets Etf | 826,304 | $39,579,974 | 13.06% | |
| 3. | FNDF | 385,022 | $29,311,700 | 9.67% | |
| 4. | IEF | 182,111 | $19,713,497 | 6.5% | |
| 5. | Ishares Morgstar Mid Capgro Etf | 257,197 | $16,576,358 | 5.47% |
