Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2014 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR S&P 500 ETF TR | 11 | Q3 2023 | 51.8% |
ISHARES TR | 11 | Q3 2023 | 56.4% |
ISHARES TR | 7 | Q3 2023 | 32.9% |
APPLE INC | 4 | Q3 2023 | 0.9% |
MICROSOFT CORP | 4 | Q3 2023 | 0.5% |
ABBVIE INC | 4 | Q3 2023 | 0.1% |
NEXTERA ENERGY INC | 4 | Q3 2023 | 0.1% |
CATERPILLAR INC | 4 | Q3 2023 | 0.1% |
JPMORGAN CHASE & CO | 4 | Q3 2023 | 0.1% |
WALMART INC | 4 | Q3 2023 | 0.1% |
View Cornerstone Retirement Group, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2023-10-26 |
13F-HR | 2023-08-10 |
13F-HR | 2023-05-08 |
13F-HR | 2023-02-03 |
13F-HR | 2022-10-14 |
13F-HR | 2022-07-22 |
13F-HR | 2022-05-06 |
13F-HR | 2022-01-20 |
13F-HR | 2021-11-12 |
13F-HR | 2021-08-04 |
View Cornerstone Retirement Group, 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.