Instuitional Investor - Cornerstone Planning Group Llc

Fund Profile
Filing Period:
Fund Name: Cornerstone Planning Group Llc
Portfolio Value $641,328,496
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Nasdaq 100 Etf
259,396 $67,640,023 10.55%
2.
Fidelity Enhanced International Etf
1,643,186 $63,706,321 9.93%
3. FNDF 1,562,526 $44,188,245 6.89%
4. BND 530,941 $41,312,522 6.44%
5.
Ishares U.s. Smallcap Equity Factor Etf
433,586 $34,192,584 5.33%