Cornerstone Financial Management LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CF Cornerstone Financial Management LLC | Institutional Filer | ▲ 2.37% | $109.0M | 1311 |
Current Portfolio Holdings
Showing top 1000 reported positions by value (Total positions in database: 1311)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VGSH | VANGUARD SHORT-TERM TREASURY ETF | — | 94K | $5.5M | 5.04% |
| 2 | MGV | VANGUARD MEGA CAP VALUE ETF | — | 37K | $5.4M | 4.93% |
| 3 | VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | — | 90K | $5.3M | 4.89% |
| 4 | MGK | VANGUARD MEGA CAP GROWTH ETF | — | 13K | $4.9M | 4.51% |
| 5 | VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | — | 86K | $4.1M | 3.72% |
| 6 | LMBS | FIRST TRUST LOW DURATION OPPORTUNITIES ETF | — | 81K | $4.0M | 3.71% |
| 7 | SCHX | SCHWAB U.S. LARGE-CAP ETF | — | 153K | $3.9M | 3.60% |
| 8 | MGC | VANGUARD MEGA CAP ETF | — | 15K | $3.5M | 3.24% |
| 9 | VIG | VANGUARD DIVIDEND APPRECIATION ETF | — | 16K | $3.4M | 3.09% |
| 10 | EFV | ISHARES MSCI EAFE VALUE ETF | — | 34K | $2.6M | 2.34% |
| 11 | EFG | ISHARES MSCI EAFE GROWTH ETF | — | 22K | $2.4M | 2.23% |
| 12 | TPLC | TIMOTHY PLAN US LARGE/MID CAP CORE ETF | — | 46K | $2.1M | 1.97% |
| 13 | VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | — | 26K | $2.1M | 1.91% |
| 14 | VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | — | 24K | $2.0M | 1.82% |
| 15 | VO | VANGUARD MID-CAP ETF | — | 7K | $1.9M | 1.74% |
Showing 1 to 15 of 1000 holdings