| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INVSC QQQ TRUST SRS 1 ETF IV | 6 | Q2 2024 | 16.7% |
| VANGUARD FTSE DEVELOPED MKTS ETF | 6 | Q2 2024 | 13.8% |
| SCHWAB US DIVIDEND EQUITY ETF | 6 | Q2 2024 | 10.0% |
| ISHARES TRUST CORE S&P SCP ETF | 6 | Q2 2024 | 6.5% |
| ISHARES TRUST MRGSTR MD CP GRW ETF | 6 | Q2 2024 | 5.7% |
| VANGUARD INTERMED TERM ETF | 6 | Q2 2024 | 4.1% |
| ISHARES TRUST CONV BD ETF | 6 | Q2 2024 | 3.7% |
| FIRST TRUST LONG/SHORT EQUITY ETF | 6 | Q2 2024 | 3.0% |
| FT EMRGING MKTS SML CAP ALPHADEX ETF | 6 | Q2 2024 | 3.0% |
| VANGUARD MID-CAP VALUE ETF | 6 | Q2 2024 | 2.7% |
View Cornerstone Planning Group LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-30 |
| 13F-HR | 2024-08-13 |
| 13F-HR | 2024-05-07 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-15 |
| 13F-HR | 2023-02-14 |
View Cornerstone Planning Group LLC'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.