| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2020 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INVSC QQQ TRUST SRS 1 | 3 | Q3 2023 | 15.6% |
| VANGUARD FTSE DEVELOPED MKTS ETF | 3 | Q3 2023 | 12.4% |
| SCHWAB US DIVIDEND | 3 | Q3 2023 | 9.3% |
| ISHARES TRUST CORE S&P SCP ETF | 3 | Q3 2023 | 5.9% |
| ISHARES TRUST MRGSTR MD CP GRW ETF | 3 | Q3 2023 | 5.0% |
| VANGUARD INTERMED TERM ETF | 3 | Q3 2023 | 4.1% |
| VANECK FALN ANGL HY BND | 3 | Q3 2023 | 3.9% |
| VGRD STC ETF DV | 3 | Q3 2023 | 3.9% |
| ISHARES TRUST CONV BD ETF | 3 | Q3 2023 | 3.6% |
| FT EMRGING MKTS SML CAP | 3 | Q3 2023 | 2.9% |
View Cornerstone Planning Group LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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.