| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2023 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 36 | Q3 2023 | 21.8% |
| VANGUARD INDEX FDS | 36 | Q3 2023 | 20.1% |
| VANGUARD BD INDEX FDS | 36 | Q3 2023 | 17.0% |
| ISHARES TR | 36 | Q3 2023 | 8.6% |
| ISHARES TR | 36 | Q3 2023 | 4.6% |
| ISHARES TR | 36 | Q3 2023 | 1.4% |
| VANGUARD SPECIALIZED PORTFOL | 36 | Q3 2023 | 1.2% |
| COCA COLA CO | 36 | Q3 2023 | 3.6% |
| ISHARES TR | 36 | Q3 2023 | 1.0% |
| SOUTHERN CO | 36 | Q3 2023 | 0.5% |
View Cornerstone Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-06 |
| 13F-HR | 2024-01-19 |
| 13F-HR | 2023-10-05 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-06-01 |
| 13F-HR | 2023-06-01 |
| 13F-HR | 2023-06-01 |
| 13F-HR | 2023-06-01 |
| 13F-HR | 2023-06-01 |
| 13F-HR | 2023-06-01 |
View Cornerstone Management, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.