$202 Million is the total value of CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC's 8 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | New | ISHARES TRcore s&p500 etf | $75,021,000 | – | 199,849 | +100.0% | 37.16% | – |
| VTI | New | VANGUARD INDEX FDStotal stk mkt | $62,682,000 | – | 322,039 | +100.0% | 31.05% | – |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $27,197,000 | – | 542,744 | +100.0% | 13.47% | – |
| USRT | New | ISHARES TRcre u s reit etf | $14,782,000 | – | 305,353 | +100.0% | 7.32% | – |
| GNR | New | SPDR INDEX SHS FDSglb nat resrce | $10,847,000 | – | 242,234 | +100.0% | 5.37% | – |
| VT | New | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $8,320,000 | – | 89,869 | +100.0% | 4.12% | – |
| VTV | New | VANGUARD INDEX FDSvalue etf | $2,012,000 | – | 16,910 | +100.0% | 1.00% | – |
| RYE | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql enr | $1,017,000 | – | 32,720 | +100.0% | 0.50% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 12 | Q3 2023 | 69.9% |
| VANGUARD INDEX FDS | 12 | Q3 2023 | 31.0% |
| VANGUARD INTL EQUITY INDEX F | 12 | Q3 2023 | 13.5% |
| SPDR INDEX SHS FDS | 12 | Q3 2023 | 5.4% |
| ISHARES TR | 12 | Q3 2023 | 7.3% |
| ISHARES TR | 11 | Q3 2023 | 33.0% |
| ISHARES TR | 9 | Q3 2023 | 5.0% |
| VANGUARD INTL EQUITY INDEX F | 8 | Q3 2022 | 4.1% |
| ISHARES TR | 7 | Q3 2023 | 23.7% |
| ISHARES INC | 7 | Q3 2023 | 10.9% |
View CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-11-04 |
| 13F-HR | 2022-08-09 |
| 13F-HR | 2022-05-09 |
| 13F-HR | 2022-02-08 |
| 13F-HR | 2021-11-03 |
View CORNERSTONE PARTNERS CAPITAL MANAGEMENT, 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.