Instuitional Investor - Cornerstone Planning Group Llc
Fund Profile
Filing Period:
| Fund Name: | Cornerstone Planning Group Llc |
| Portfolio Value | $641,328,496 |
Top 13F Holdings
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% |