CornerStone Partners

Latest statistics and disclosures from CornerStone Partners's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VTI, IVV, VWO, USRT, GNR, and represent 94.57% of CornerStone Partners's stock portfolio.
  • Added to shares of these 3 stocks: VTI (+$9.2M), USRT, IVV.
  • Reduced shares in these 3 stocks: VXF (-$8.9M), VT, VWO.
  • Sold out of its position in VXF.
  • CornerStone Partners was a net buyer of stock by $4.9M.
  • CornerStone Partners has $135M in assets under management (AUM), dropping by 10.66%.
  • Central Index Key (CIK): 0001752833

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Portfolio Holdings for CornerStone Partners

CornerStone Partners holds 9 positions in its portfolio as reported in the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 39.9 $54M +20% 317k 170.31
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Ishares Tr Core S&p500 Etf (IVV) 19.3 $26M +21% 78k 336.06
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 18.8 $25M -6% 587k 43.24
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Ishares Tr Cre U S Reit Etf (USRT) 9.9 $13M +56% 305k 43.74
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Spdr Index Shs Fds Glb Nat Resrce (GNR) 6.7 $9.1M 242k 37.55
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 3.2 $4.4M -40% 55k 80.64
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Vanguard Index Fds Value Etf (VTV) 1.3 $1.8M 17k 104.49
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Invesco Exchange Traded Fd T S&p500 Eql Enr (RSPG) 0.5 $737k 33k 22.52
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Spdr Ser Tr S&p Oilgas Exp (XOP) 0.3 $450k 11k 42.06
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Past Filings by CornerStone Partners

SEC 13F filings are viewable for CornerStone Partners going back to 2020