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
+7.0%
590,323
+39072.1%
48.56%
+9.0%
SHV BuyISHARES TRshort treas bd$201,465
-33.0%
1,827,938
+121116.0%
37.83%
-31.8%
IEF NewISHARES TRbarclays 7 10 yr$72,472702,333
+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

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EDGAR filings