$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 | Buy | SPDR S&P 500 ETF TRtr unit | $258,564 | +7.0% | 590,323 | +39072.1% | 48.56% | +9.0% |
| SHV | Buy | ISHARES TRshort treas bd | $201,465 | -33.0% | 1,827,938 | +121116.0% | 37.83% | -31.8% |
| IEF | New | ISHARES TRbarclays 7 10 yr | $72,472 | – | 702,333 | +100.0% | 13.61% | – |
These EDGAR filings were analyzed to create this holdings report:
The EDGAR filing(s) were signed by:
- Christopher Abts — Chief Compliance Officer
- Cornerstone Retirement Group, Inc. holdings (13F-HR)
- Cornerstone Retirement Group, Inc. ownership history
- Cornerstone Retirement Group, Inc. portfolio value
- Cornerstone Retirement Group, Inc. filings
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