Cornerstone Retirement Group, Inc. - Q1 2022 holdings

$533 Million is the total value of Cornerstone Retirement Group, Inc.'s 3 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 50.0% .

 Value Shares↓ Weighting
SPY BuySPDR S&P 500 ETF TRtr unit$258,564,000
+7.0%
590,323
+39072.1%
48.56%
+9.0%
SHV BuyISHARES TRshort treas bd$201,465,000
-33.0%
1,827,938
+121116.0%
37.83%
-31.8%
IEF NewISHARES TRbarclays 7 10 yr$72,472,000702,333
+100.0%
13.61%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2022-05-06
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
SPDR S&P 500 ETF TR11Q3 202351.8%
ISHARES TR11Q3 202356.4%
ISHARES TR7Q3 202332.9%
APPLE INC4Q3 20230.9%
MICROSOFT CORP4Q3 20230.5%
ABBVIE INC4Q3 20230.1%
NEXTERA ENERGY INC4Q3 20230.1%
CATERPILLAR INC4Q3 20230.1%
JPMORGAN CHASE & CO4Q3 20230.1%
WALMART INC4Q3 20230.1%

View Cornerstone Retirement Group, Inc.'s complete holdings history.

Latest filings
TypeFiled
13F-HR2023-10-26
13F-HR2023-08-10
13F-HR2023-05-08
13F-HR2023-02-03
13F-HR2022-10-14
13F-HR2022-07-22
13F-HR2022-05-06
13F-HR2022-01-20
13F-HR2021-11-12
13F-HR2021-08-04

View Cornerstone Retirement Group, Inc.'s complete filings history.

Compare quarters

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