Cornerstone Planning, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CP Cornerstone Planning, LLC | Institutional Filer | ▲ 69.24% | $443.0M | 141 |
Current Portfolio Holdings
Showing all 141 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | — | 691K | $17.7M | 3.99% |
| 2 | BSCS | INVESCO EXCH TRD SLF IDX FD | — | 623K | $12.7M | 2.88% |
| 3 | IBDT | ISHARES TR | — | 500K | $12.7M | 2.86% |
| 4 | NVDA | NVIDIA Corporation | Technology | 68K | $11.9M | 2.69% |
| 5 | BSCT | INVESCO EXCH TRD SLF IDX FD | — | 594K | $11.1M | 2.51% |
| 6 | IBHF | ISHARES TR | — | 429K | $9.9M | 2.23% |
| 7 | BSJQ | INVESCO EXCH TRD SLF IDX FD | — | 422K | $9.8M | 2.21% |
| 8 | IBDS | ISHARES TR | — | 398K | $9.7M | 2.18% |
| 9 | BSCU | INVESCO EXCH TRD SLF IDX FD | — | 567K | $9.5M | 2.14% |
| 10 | IBDV | ISHARES TR | — | 430K | $9.4M | 2.13% |
| 11 | BSCV | INVESCO EXCH TRD SLF IDX FD | — | 571K | $9.4M | 2.12% |
| 12 | IBDX | ISHARES TR | — | 370K | $9.4M | 2.12% |
| 13 | IBDW | ISHARES TR | — | 447K | $9.4M | 2.11% |
| 14 | BSCW | INVESCO EXCH TRD SLF IDX FD | — | 453K | $9.4M | 2.11% |
| 15 | AAPL | Apple Inc. | Technology | 36K | $9.0M | 2.04% |
Showing 1 to 15 of 141 holdings