Instuitional Investor - Cornerstone Planning Group Llc
Fund Profile
Filing Period:
| Fund Name: | Cornerstone Planning Group Llc |
| Portfolio Value | $407,136,446 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Invesco Qqq Trust Series I | 123,604 | $63,558,345 | 15.61% | |
| 2. | Vanguard Ftse Developed Markets Etf | 1,065,048 | $53,177,864 | 13.06% | |
| 3. | BND | 458,093 | $34,453,176 | 8.46% | |
| 4. | FNDF | 1,356,697 | $33,564,681 | 8.24% | |
| 5. | Ishares U.s. Smallcap Equity Factor Etf | 371,476 | $26,088,762 | 6.4% |
