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Cornerstone Planning Group

Latest statistics and disclosures from Cornerstone Planning Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are QQQ, VEA, FNDX, SMLF, IMCG, and represent 52.03% of Cornerstone Planning Group's stock portfolio.
Added to shares of these 10 stocks: FNDX (+$31M), SMLF (+$24M), COWZ (+$10M), VEA (+$6.1M), QQQ (+$5.5M), IMCG, HYDB, BIV, USTB, FTLS.
Started 347 new stock positions in NEOG, HOOD, ANF, ALNY, GMS, HIG, COWZ, PBD, WGO, RBOT.
Reduced shares in these 10 stocks: IJR (-$21M), VOE (-$9.1M), SCHD, IVV, IWB, IUSB, ABBV, ESGU, SPLG, VOO.
Sold out of its positions in MITT, AGD, ACAD, ACRS, ALRS, PINE, AMBC, AFG, APA, ACHR.
Cornerstone Planning Group was a net buyer of stock by $55M.
Cornerstone Planning Group has $378M in assets under management (AUM), dropping by 17.70%.
Central Index Key (CIK): 0001822587

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Portfolio Holdings for Cornerstone Planning Group

Cornerstone Planning Group holds 1302 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Cornerstone Planning Group has 1302 total positions. Only the first 250 positions are shown.

Sign up to view all of the Cornerstone Planning Group Sept. 30, 2024 positions
Download the Cornerstone Planning Group September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Qqq Trust Series I Exchange Traded Fund (QQQ)	17.7	$67M	+8%	134k	500.16	View chart
Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA)	13.6	$51M	+13%	1.0M	50.71	View chart
Schwab Fundamental U.s. Large Company Etf Exchange Traded Fund (FNDX)	8.3	$31M	NEW	1.3M	23.88	View chart
Ishares U.s. Smallcap Equity Factor Etf Exchange Traded Fund (SMLF)	6.4	$24M	NEW	362k	66.79	View chart
Ishares Morningstar Mid-cap Growth Etf Exchange Traded Fund (IMCG)	6.1	$23M	+13%	310k	74.10	View chart
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)	3.9	$15M	+13%	195k	76.16	View chart
Ishares High Yield Systematic Bond Etf Exchange Traded Fund (HYDB)	3.8	$14M	+17%	302k	47.55	View chart
Ishares Convertible Bond Etf Exchange Traded Fund (ICVT)	3.7	$14M	+11%	163k	84.75	View chart
Victoryshares Short-term Bond Etf Exchange Traded Fund (USTB)	3.6	$14M	+15%	271k	50.43	View chart
Ishares Residential And Multisector Real Estate Etf Exchange Traded Fund (REZ)	3.1	$12M	+13%	136k	87.01	View chart
First Trust Long/short Equity Etf Exchange Traded Fund (FTLS)	3.1	$12M	+13%	184k	64.17	View chart
First Trust Emerging Markets Small Cap Alphadex Fund Exchange Traded Fund (FEMS)	2.8	$11M	+14%	270k	39.09	View chart
Pacer Us Cash Cows 100 Etf Exchange Traded Fund (COWZ)	2.7	$10M	NEW	175k	57.27	View chart
First Trust Materials Alphadex Fund Exchange Traded Fund (FXZ)	2.3	$8.9M	+17%	134k	65.98	View chart
Schwab Us Dividend Equity Etf Exchange Traded Fund (SCHD)	1.9	$7.1M	-39%	251k	28.09	View chart
Ishares Russell 1000 Growth Etf Exchange Traded Fund (IWF)	1.6	$6.0M		16k	386.86	View chart
Apple Common Stock (AAPL)	1.2	$4.5M	+15%	19k	233.67	View chart
Ishares Currency Hedged Msci Eafe Etf Exchange Traded Fund (HEFA)	0.9	$3.5M	+2%	99k	35.37	View chart
Ishares Fallen Angels Usd Bond Etf Exchange Traded Fund (FALN)	0.7	$2.5M	+5%	91k	27.11	View chart
Ishares Russell Top 200 Growth Etf Exchange Traded Fund (IWY)	0.6	$2.2M	-5%	9.8k	226.30	View chart
Ishares Core S&p Small Cap Etf Exchange Traded Fund (IJR)	0.4	$1.7M	-92%	15k	115.67	View chart
American Express Common Stock (AXP)	0.4	$1.4M	+3%	5.2k	270.46	View chart
Real Estate Select Sector Spdr Fund Exchange Traded Fund (XLRE)	0.3	$1.3M		30k	43.81	View chart
Nvidia Corporation Common Stock (NVDA)	0.3	$1.3M	+958%	9.0k	141.24	View chart
Microsoft Corp Common Stock (MSFT)	0.3	$1.1M	+2%	2.7k	431.99	View chart
Ishares Core Aggressive Allocation Etf Exchange Traded Fund (AOA)	0.3	$1.1M		14k	78.01	View chart
Public Svc Enterprise Grp Common Stock (PEG)	0.3	$1.0M		11k	88.16	View chart
Spdr S&p 500 Etf Trust Exchange Traded Fund (SPY)	0.2	$928k	-18%	1.6k	581.65	View chart
Amazon Common Stock (AMZN)	0.2	$824k	+31%	4.3k	190.83	View chart
Parsons Corp Del Common Stock (PSN)	0.2	$818k		7.8k	105.03	View chart
Moodys Corp Common Stock (MCO)	0.2	$807k		1.8k	460.58	View chart
Ishares Russell 1000 Etf Exchange Traded Fund (IWB)	0.2	$728k	-42%	2.3k	319.00	View chart
Vanguard S&p 500 Etf Exchange Traded Fund (VOO)	0.2	$725k	-27%	1.4k	534.72	View chart
Vaneck Fallen Angel High Yield Bond Etf Exchange Traded Fund (ANGL)	0.2	$609k	-30%	21k	29.05	View chart
Tesla Common Stock (TSLA)	0.2	$601k	+25%	2.3k	259.52	View chart
Virtus Seix Senior Loan Etf Exchange Traded Fund (SEIX)	0.2	$599k	+2%	25k	23.92	View chart
Energy Select Sector Spdr Fund Exchange Traded Fund (XLE)	0.2	$579k	+5%	6.6k	87.84	View chart
Vanguard Mid-cap Value Etf Exchange Traded Fund (VOE)	0.2	$577k	-94%	3.5k	166.88	View chart
Lockheed Martin Corp Common Stock (LMT)	0.2	$575k	+3%	1.1k	546.63	View chart
Linde Common Stock (LIN)	0.1	$526k		1.1k	474.71	View chart
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)	0.1	$469k	-70%	802.00	584.76	View chart
Home Depot Common Stock (HD)	0.1	$413k		1.0k	395.17	View chart
Meta Platforms Inc Cl A Common Stock (META)	0.1	$397k	+14%	669.00	593.54	View chart
Alphabet Inc Cap Stk Cl A Common Stock (GOOGL)	0.1	$395k	-7%	2.3k	169.68	View chart
Ishares Core Growth Allocation Etf Exchange Traded Fund (AOR)	0.1	$391k	+31%	6.7k	58.37	View chart
Ishares Core Total Usd Bond Market Etf Exchange Traded Fund (IUSB)	0.1	$390k	-51%	8.5k	45.93	View chart
Alphabet Inc Cap Stk Cl C Common Stock (GOOG)	0.1	$388k	+9%	2.3k	171.12	View chart
Schwab International Equity Etf Exchange Traded Fund (SCHF)	0.1	$380k	+58%	19k	19.78	View chart
Thomson Reuters Corp Common Stock (TRI)	0.1	$372k		2.2k	166.54	View chart
Berkshire Hathaway Inc Del Cl B Common Stock (BRK.B)	0.1	$370k	+8%	814.00	454.62	View chart
Exxon Mobil Corp Common Stock (XOM)	0.1	$350k	-23%	3.0k	117.28	View chart
Invesco Dorsey Wright Smallcap Momentum Etf Exchange Traded Fund (DWAS)	0.1	$335k	+7%	3.6k	93.23	View chart
Sempra Common Stock (SRE)	0.1	$322k		3.9k	83.55	View chart
Cognizant Technology Solutions Cl A Common Stock (CTSH)	0.1	$317k	-33%	4.2k	75.52	View chart
Vanguard High Dividend Yield Index Etf Exchange Traded Fund (VYM)	0.1	$316k		2.5k	128.56	View chart
Nuveen Esg Large-cap Growth Etf Exchange Traded Fund (NULG)	0.1	$305k		3.6k	85.18	View chart
Abbvie Common Stock (ABBV)	0.1	$292k	-54%	1.5k	189.42	View chart
Ishares Msci Eafe Growth Etf Exchange Traded Fund (EFG)	0.1	$279k	-36%	2.7k	102.85	View chart
Fifth Third Bancorp Common Stock (FITB)	0.1	$273k	+1902%	6.2k	44.01	View chart
Spdr Russell 1000 Yield Focus Etf Exchange Traded Fund (ONEY)	0.1	$268k	+7%	2.4k	110.76	View chart
Vanguard Total International Bond Etf Exchange Traded Fund (BNDX)	0.1	$259k	-47%	5.2k	49.98	View chart
Ameriprise Finl Common Stock (AMP)	0.1	$255k		494.00	515.90	View chart
Invesco High Yield Equity Dividend Achievers Etf Exchange Traded Fund (PEY)	0.1	$245k	-6%	11k	21.61	View chart
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)	0.1	$242k	-48%	3.1k	77.77	View chart
Vanguard Short-term Corporate Bond Etf Exchange Traded Fund (VCSH)	0.1	$229k	-13%	2.9k	78.58	View chart
Vanguard Small Cap Value Etf Exchange Traded Fund (VBR)	0.1	$228k		1.1k	200.96	View chart
Schwab U.s. Broad Market Etf Exchange Traded Fund (SCHB)	0.1	$228k	+6989%	10k	22.47	View chart
Ishares Russell 2000 Growth Etf Exchange Traded Fund (IWO)	0.1	$201k	NEW	700.00	286.96	View chart
Southern Common Stock (SO)	0.1	$200k	+236%	2.2k	89.81	View chart
Jpmorgan Chase & Co Common Stock (JPM)	0.1	$195k	-8%	873.00	222.91	View chart
Ishares Bitcoin Trust Etf Exchange Traded Fund (IBIT)	0.1	$194k	+9304%	4.7k	41.33	View chart
Global X U.s. Infrastructure Development Etf Exchange Traded Fund (PAVE)	0.0	$188k		4.5k	41.50	View chart
Walmart Common Stock (WMT)	0.0	$187k	-2%	2.3k	81.71	View chart
Broadcom Common Stock (AVGO)	0.0	$185k	+987%	1.0k	179.18	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Exchange Traded Fund (EMB)	0.0	$179k	-36%	2.0k	91.55	View chart
Ishares National Muni Bond Etf Exchange Traded Fund (MUB)	0.0	$176k	-24%	1.6k	106.96	View chart
Unitedhealth Group Common Stock (UNH)	0.0	$173k	-19%	308.00	563.02	View chart
Abbott Labs Common Stock (ABT)	0.0	$173k	-47%	1.5k	113.42	View chart
Technology Select Sector Spdr Fund Exchange Traded Fund (XLK)	0.0	$170k	+13%	729.00	233.43	View chart
Ishares Russell 2000 Value Etf Exchange Traded Fund (IWN)	0.0	$169k	+50550%	1.0k	166.79	View chart
Vanguard Mid-cap Etf Exchange Traded Fund (VO)	0.0	$164k		617.00	265.97	View chart
Ishares S&p 500 Growth Etf Exchange Traded Fund (IVW)	0.0	$161k	-23%	1.6k	98.48	View chart
Vanguard Total Stock Market Etf Exchange Traded Fund (VTI)	0.0	$158k	-18%	552.00	286.84	View chart
Ishares Core S&p Mid-cap Etf Exchange Traded Fund (IJH)	0.0	$158k	-18%	2.5k	62.81	View chart
Nuveen Esg Mid-cap Growth Etf Exchange Traded Fund (NUMG)	0.0	$158k		3.5k	45.48	View chart
Proshares Ultrapro Qqq Exchange Traded Fund (TQQQ)	0.0	$157k		2.0k	76.88	View chart
Ishares Esg Aware Msci Eafe Etf Exchange Traded Fund (ESGD)	0.0	$156k		1.9k	80.55	View chart
Inspire Small/mid Cap Etf Exchange Traded Fund (ISMD)	0.0	$154k		4.1k	37.42	View chart
Ft Vest Us Equity Buffer Etf - December Exchange Traded Fund (FDEC)	0.0	$152k	NEW	3.4k	44.08	View chart
Equitable Hldgs Common Stock (EQH)	0.0	$151k	-8%	3.3k	45.81	View chart
Ishares Core Msci Emerging Markets Etf Exchange Traded Fund (IEMG)	0.0	$149k	-47%	2.6k	56.35	View chart
F N B Corp Common Stock (FNB)	0.0	$149k	NEW	10k	14.39	View chart
Merck & Co Common Stock (MRK)	0.0	$147k	-5%	1.4k	103.74	View chart
Ishares Core Moderate Allocation Etf Exchange Traded Fund (AOM)	0.0	$141k	-17%	3.2k	44.27	View chart
Visa Inc Com Cl A Common Stock (V)	0.0	$140k		495.00	281.88	View chart
Procter And Gamble Common Stock (PG)	0.0	$130k		777.00	167.07	View chart
Johnson & Johnson Common Stock (JNJ)	0.0	$128k	+31%	802.00	160.05	View chart
Vanguard Mortgage-backed Securities Etf Exchange Traded Fund (VMBS)	0.0	$128k	-49%	2.8k	45.94	View chart
Constellation Energy Corp Common Stock (CEG)	0.0	$124k	+4163%	469.00	265.00	View chart
S&p Global Common Stock (SPGI)	0.0	$124k	+54%	254.00	486.75	View chart
At&t Common Stock (T)	0.0	$120k	-5%	5.4k	22.18	View chart
Coca Cola Common Stock (KO)	0.0	$119k	+4%	1.8k	65.56	View chart
Kkr & Co Common Stock (KKR)	0.0	$119k	+6476%	855.00	139.33	View chart
Metlife Common Stock (MET)	0.0	$116k	-19%	1.4k	82.81	View chart
Vanguard Ftse Emerging Markets Etf Exchange Traded Fund (VWO)	0.0	$116k	-42%	2.5k	47.01	View chart
Ishares Msci Usa Quality Factor Etf Exchange Traded Fund (QUAL)	0.0	$114k	-53%	629.00	180.50	View chart
Vanguard Materials Etf Exchange Traded Fund (VAW)	0.0	$111k		531.00	208.33	View chart
Leidos Holdings Common Stock (LDOS)	0.0	$106k	NEW	570.00	185.70	View chart
Vanguard Total Bond Market Etf Exchange Traded Fund (BND)	0.0	$106k		1.4k	73.12	View chart
Eli Lilly & Co Common Stock (LLY)	0.0	$103k	+29%	114.00	903.58	View chart
Conocophillips Common Stock (COP)	0.0	$102k	-5%	999.00	102.37	View chart
International Business Machs Common Stock (IBM)	0.0	$101k	+13%	482.00	210.34	View chart
Ishares Mbs Etf Exchange Traded Fund (MBB)	0.0	$100k	-53%	1.1k	93.06	View chart
Vanguard Long-term Bond Etf Exchange Traded Fund (BLV)	0.0	$100k	-51%	1.4k	71.27	View chart
Disney Walt Common Stock (DIS)	0.0	$99k	+6%	1.0k	96.15	View chart
Automatic Data Processing Common Stock (ADP)	0.0	$99k	+5%	343.00	288.20	View chart
Verizon Communications Common Stock (VZ)	0.0	$98k	-30%	2.4k	41.34	View chart
Health Care Select Sector Spdr Fund Exchange Traded Fund (XLV)	0.0	$98k	-11%	661.00	148.34	View chart
Salesforce Common Stock (CRM)	0.0	$98k	+5%	327.00	298.94	View chart
Costco Whsl Corp Common Stock (COST)	0.0	$95k	-8%	107.00	888.89	View chart
Netflix Common Stock (NFLX)	0.0	$95k	+5%	125.00	759.44	View chart
Vanguard Total World Stock Etf Exchange Traded Fund (VT)	0.0	$95k	-17%	792.00	119.32	View chart
Qualcomm Common Stock (QCOM)	0.0	$94k	+9%	536.00	175.85	View chart
Pepsico Common Stock (PEP)	0.0	$94k	-5%	558.00	167.50	View chart
Ishares Msci Eafe Value Etf Exchange Traded Fund (EFV)	0.0	$89k	-68%	1.6k	55.38	View chart
Ishares Tips Bond Etf Exchange Traded Fund (TIP)	0.0	$87k	+60%	800.00	108.17	View chart
Apollo Global Mgmt Common Stock (APO)	0.0	$87k	-7%	592.00	146.08	View chart
Chevron Corp Common Stock (CVX)	0.0	$86k	-68%	578.00	148.61	View chart
Vanguard S&p 500 Growth Etf Exchange Traded Fund (VOOG)	0.0	$84k		236.00	355.47	View chart
Schwab Fundamental International Equity Etf Exchange Traded Fund (FNDF)	0.0	$82k	NEW	2.3k	35.80	View chart
Vanguard Extended Market Etf Exchange Traded Fund (VXF)	0.0	$82k	-41%	441.00	185.80	View chart
Mcdonalds Corp Common Stock (MCD)	0.0	$80k	-43%	272.00	295.41	View chart
Caterpillar Common Stock (CAT)	0.0	$80k	-15%	206.00	388.15	View chart
Ishares U.s. Technology Etf Exchange Traded Fund (IYW)	0.0	$79k	-48%	501.00	157.87	View chart
Nextera Energy Common Stock (NEE)	0.0	$77k	+5%	966.00	79.57	View chart
Palo Alto Networks Common Stock (PANW)	0.0	$75k	-20%	205.00	365.39	View chart
First Trust Managed Municipal Etf Exchange Traded Fund (FMB)	0.0	$75k	NEW	1.5k	51.13	View chart
Spdr Bloomberg High Yield Bond Etf Exchange Traded Fund (JNK)	0.0	$75k	NEW	772.00	96.68	View chart
Philip Morris Intl Common Stock (PM)	0.0	$75k	-2%	566.00	131.62	View chart
Spdr Portfolio S&p 500 Value Etf Exchange Traded Fund (SPYV)	0.0	$74k	NEW	1.4k	52.58	View chart
Sweetgreen Inc Com Cl A Common Stock (SG)	0.0	$74k		1.9k	38.51	View chart
Spdr Portfolio Intermediate Term Corporate Bond Etf Exchange Traded Fund (SPIB)	0.0	$74k	+1520%	2.2k	33.14	View chart
Grayscale Bitcoin Trust Exchange Traded Fund (GBTC)	0.0	$73k	+8%	1.3k	57.67	View chart
Danaher Corporation Common Stock (DHR)	0.0	$73k		299.00	242.69	View chart
Bank America Corp Common Stock (BAC)	0.0	$72k	+111%	1.7k	42.53	View chart
Sherwin Williams Common Stock (SHW)	0.0	$70k	-13%	194.00	361.04	View chart
Vanguard Ftse All-world Ex-us Index Fund Exchange Traded Fund (VEU)	0.0	$70k	-64%	1.1k	60.94	View chart
Pimco Active Bond Exchange-traded Fund Exchange Traded Fund (BOND)	0.0	$69k	-54%	750.00	91.99	View chart
Uber Technologies Common Stock (UBER)	0.0	$69k		869.00	79.21	View chart
Oracle Corp Common Stock (ORCL)	0.0	$69k	+12%	397.00	173.29	View chart
Ishares 20 Year Treasury Bond Etf Exchange Traded Fund (TLT)	0.0	$68k	-48%	743.00	92.05	View chart
Ishares Core U.s. Aggregate Bond Etf Exchange Traded Fund (AGG)	0.0	$68k	-33%	692.00	98.49	View chart
Gallagher Arthur J & Co Common Stock (AJG)	0.0	$67k	-18%	234.00	285.32	View chart
Proshares Inflation Expectations Etf Exchange Traded Fund (RINF)	0.0	$66k	+2%	2.0k	33.03	View chart
Eaton Vance Enhanced Equity In Closed End Fund (EOS)	0.0	$66k	NEW	3.0k	22.24	View chart
Mastercard Incorporated Cl A Common Stock (MA)	0.0	$66k	-9%	130.00	506.28	View chart
Prudential Finl Common Stock (PRU)	0.0	$66k	+10%	523.00	125.21	View chart
Rpm Intl Common Stock (RPM)	0.0	$65k	-2%	504.00	128.78	View chart
Communication Services Select Sector Spdr Fund Exchange Traded Fund (XLC)	0.0	$65k	-12%	701.00	92.24	View chart
Invesco S&p Smallcap Value With Momentum Etf Exchange Traded Fund (XSVM)	0.0	$64k	-2%	1.2k	54.19	View chart
Pulte Group Common Stock (PHM)	0.0	$64k	+5400%	495.00	129.49	View chart
Spdr Blackstone Senior Loan Etf Exchange Traded Fund (SRLN)	0.0	$63k	NEW	1.5k	41.93	View chart
Emerson Elec Common Stock (EMR)	0.0	$63k		578.00	108.95	View chart
Ishares Core S&p U.s. Growth Etf Exchange Traded Fund (IUSG)	0.0	$63k		463.00	135.32	View chart
Accenture Plc Ireland Shs Class A Common Stock (ACN)	0.0	$62k	-28%	172.00	363.04	View chart
Ishares Russell 1000 Value Etf Exchange Traded Fund (IWD)	0.0	$62k	+19%	328.00	189.52	View chart
Servicenow Common Stock (NOW)	0.0	$62k	-37%	65.00	953.08	View chart
Altria Group Common Stock (MO)	0.0	$61k	+131%	1.2k	49.97	View chart
Lowes Cos Common Stock (LOW)	0.0	$61k	+126%	231.00	262.97	View chart
Carrier Global Corporation Common Stock (CARR)	0.0	$60k	+2%	808.00	74.60	View chart
Ishares U.s. Equity Factor Rotation Active Etf Exchange Traded Fund (DYNF)	0.0	$60k	-67%	1.2k	50.64	View chart
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)	0.0	$59k	-70%	2.6k	22.84	View chart
Tjx Cos Common Stock (TJX)	0.0	$59k	+7%	514.00	114.07	View chart
Invesco Db Base Metals Fund Exchange Traded Fund (DBB)	0.0	$57k		2.8k	20.76	View chart
Cisco Sys Common Stock (CSCO)	0.0	$57k	-6%	1.0k	55.68	View chart
Vanguard Ftse Pacific Etf Exchange Traded Fund (VPL)	0.0	$57k	-12%	761.00	74.67	View chart
Wisdomtree Floating Rate Treasury Fund Exchange Traded Fund (USFR)	0.0	$57k	NEW	1.1k	50.23	View chart
Eaton Corp Common Stock (ETN)	0.0	$56k		163.00	345.55	View chart
Blackrock Common Stock	0.0	$54k	NEW	55.00	977.76	View chart
Unusual Whales Subversive Republican Trading Etf Exchange Traded Fund (KRUZ)	0.0	$53k	NEW	1.7k	31.67	View chart
Unusual Whales Subversive Democratic Trading Etf Exchange Traded Fund (NANC)	0.0	$53k	NEW	1.4k	38.40	View chart
Ishares Esg Aware Msci Usa Etf Exchange Traded Fund (ESGU)	0.0	$52k	-87%	409.00	127.60	View chart
Ishares Core International Aggregate Bond Etf Exchange Traded Fund (IAGG)	0.0	$52k	-54%	1.0k	51.68	View chart
Analog Devices Common Stock (ADI)	0.0	$52k	-2%	220.00	235.23	View chart
Intuitive Surgical Common Stock (ISRG)	0.0	$52k	-7%	100.00	516.31	View chart
Fidelity Wise Origin Bitcoin Fund Exchange Traded Fund (FBTC)	0.0	$51k	NEW	800.00	63.45	View chart
Pfizer Common Stock (PFE)	0.0	$50k	-14%	1.8k	28.46	View chart
Consolidated Edison Common Stock (ED)	0.0	$50k	-29%	486.00	102.93	View chart
Spdr Gold Shares Exchange Traded Fund (GLD)	0.0	$50k	NEW	195.00	256.09	View chart
Jpmorgan Ultra-short Municipal Income Etf Exchange Traded Fund (JMST)	0.0	$50k	NEW	978.00	50.81	View chart
Ishares Gold Trust Exchange Traded Fund (IAU)	0.0	$49k		940.00	52.36	View chart
Ishares Flexible Income Active Etf Exchange Traded Fund (BINC)	0.0	$49k	-23%	931.00	52.79	View chart
Schwab Fundamental International Small Equity Etf Exchange Traded Fund (FNDC)	0.0	$49k	NEW	1.4k	36.04	View chart
Intuit Common Stock (INTU)	0.0	$49k	-6%	78.00	623.74	View chart
Consumer Discretionary Select Sector Spdr Fund Exchange Traded Fund (XLY)	0.0	$49k	-7%	242.00	200.33	View chart
Pinterest Inc Cl A Common Stock (PINS)	0.0	$48k	+4%	1.5k	32.43	View chart
Asml Holding N V N Y Registry American Depository Receipt (ASML)	0.0	$48k	+24%	67.00	715.13	View chart
Ishares Core High Dividend Etf Exchange Traded Fund (HDV)	0.0	$47k	-18%	405.00	116.93	View chart
Exelon Corp Common Stock (EXC)	0.0	$46k	NEW	1.2k	39.55	View chart
Ishares Core Conservative Allocation Etf Exchange Traded Fund (AOK)	0.0	$46k	+6%	1.2k	37.97	View chart
Advanced Micro Devices Common Stock (AMD)	0.0	$44k	+25%	267.00	166.25	View chart
Ishares S&p Mid-cap 400 Growth Etf Exchange Traded Fund (IJK)	0.0	$44k		476.00	92.16	View chart
Wells Fargo Common Stock (WFC)	0.0	$44k	+5%	666.00	65.32	View chart
Nuveen Municipal Credit Inc Fd Com Sh Ben Int Closed End Fund (NZF)	0.0	$43k		3.4k	12.50	View chart
Nuveen Amt Free Qlty Mun Incme Closed End Fund (NEA)	0.0	$43k		3.7k	11.49	View chart
Comcast Corp New Cl A Common Stock (CMCSA)	0.0	$43k	-7%	1.0k	42.05	View chart
Ishares Msci Emerging Markets Ex China Etf Exchange Traded Fund (EMXC)	0.0	$41k	-63%	690.00	59.85	View chart
General Dynamics Corp Common Stock (GD)	0.0	$41k	-22%	136.00	302.49	View chart
Gartner Common Stock (IT)	0.0	$41k		79.00	518.25	View chart
Grainger W W Common Stock (GWW)	0.0	$41k	-9%	37.00	1098.35	View chart
Allstate Corp Common Stock (ALL)	0.0	$41k	+5%	217.00	186.67	View chart
Ishares Silver Trust Exchange Traded Fund (SLV)	0.0	$40k		1.3k	31.39	View chart
Monster Beverage Corp Common Stock (MNST)	0.0	$40k	-22%	764.00	52.48	View chart
Kinder Morgan Inc Del Common Stock (KMI)	0.0	$40k	+2%	1.6k	24.63	View chart
Mondelez Intl Inc Cl A Common Stock (MDLZ)	0.0	$40k	-6%	572.00	69.17	View chart
Thermo Fisher Scientific Common Stock (TMO)	0.0	$39k	-12%	71.00	547.77	View chart
Starwood Ppty Tr Real Estate Investment Trust (STWD)	0.0	$39k	+61%	1.9k	19.90	View chart
Paypal Hldgs Common Stock (PYPL)	0.0	$39k	+10%	483.00	80.28	View chart
Ge Aerospace Common Stock (GE)	0.0	$39k	+29%	222.00	174.44	View chart
Rtx Corporation Common Stock (RTX)	0.0	$38k	-21%	310.00	122.79	View chart
Spdr Ice Preferred Securities Etf Exchange Traded Fund (PSK)	0.0	$38k	NEW	1.1k	35.03	View chart
Zoetis Inc Cl A Common Stock (ZTS)	0.0	$37k	+5%	206.00	181.29	View chart
Heico Corp Common Stock (HEI)	0.0	$37k	-43%	148.00	248.94	View chart
Royal Caribbean Group Common Stock (RCL)	0.0	$37k	-27%	174.00	210.34	View chart
Waste Mgmt Inc Del Common Stock (WM)	0.0	$36k	-43%	166.00	219.07	View chart
Firstenergy Corp Common Stock (FE)	0.0	$36k	+18%	845.00	42.83	View chart
Otis Worldwide Corp Common Stock (OTIS)	0.0	$36k	-7%	357.00	101.37	View chart
Novo-nordisk A S American Depository Receipt (NVO)	0.0	$36k	-10%	320.00	111.98	View chart
First Trust Enhanced Short Maturity Etf Exchange Traded Fund (FTSM)	0.0	$35k	NEW	587.00	60.00	View chart
Cardinal Health Common Stock (CAH)	0.0	$35k	+4%	317.00	110.19	View chart
Bristol-myers Squibb Common Stock (BMY)	0.0	$34k	+4%	655.00	52.50	View chart
Twilio Inc Cl A Common Stock (TWLO)	0.0	$34k		471.00	71.29	View chart
Chipotle Mexican Grill Common Stock (CMG)	0.0	$34k	+4927%	553.00	60.49	View chart
Ishares Msci Global Min Vol Factor Etf Exchange Traded Fund (ACWV)	0.0	$33k		293.00	112.61	View chart
Toll Brothers Common Stock (TOL)	0.0	$32k	NEW	217.00	147.40	View chart
Agnico Eagle Mines Common Stock (AEM)	0.0	$32k	+12%	360.00	88.85	View chart
Vanguard Dividend Appreciation Etf Exchange Traded Fund (VIG)	0.0	$32k	+25%	162.00	197.37	View chart
Sofi Technologies Common Stock (SOFI)	0.0	$32k	+1192%	3.1k	10.47	View chart
Adobe Common Stock (ADBE)	0.0	$32k	+22%	65.00	485.38	View chart
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)	0.0	$32k	-59%	421.00	74.73	View chart
Stryker Corporation Common Stock (SYK)	0.0	$32k	-26%	88.00	357.42	View chart
Micron Technology Common Stock (MU)	0.0	$31k	-16%	288.00	108.03	View chart
Ishares S&p 500 Value Etf Exchange Traded Fund (IVE)	0.0	$31k	-69%	158.00	195.85	View chart
Consumer Staples Select Sector Spdr Fund Exchange Traded Fund (XLP)	0.0	$31k	-9%	382.00	80.36	View chart
Docusign Common Stock (DOCU)	0.0	$30k		434.00	70.15	View chart
Ishares Ultra Short-term Bond Active Etf Exchange Traded Fund (ICSH)	0.0	$30k	+2%	598.00	50.66	View chart
Motorola Solutions Common Stock (MSI)	0.0	$30k	-31%	66.00	458.23	View chart
Franklin Dynamic Municipal Bond Etf Exchange Traded Fund (FLMI)	0.0	$30k	NEW	1.2k	24.67	View chart
Marsh & Mclennan Cos Common Stock (MMC)	0.0	$30k	-8%	135.00	221.69	View chart
Prologis Real Estate Investment Trust (PLD)	0.0	$29k		252.00	115.10	View chart

Past Filings by Cornerstone Planning Group

SEC 13F filings are viewable for Cornerstone Planning Group going back to 2022

Cornerstone Planning Group 2024 Q3 filed Nov. 5, 2024
Cornerstone Planning Group 2024 Q1 filed May 7, 2024
Cornerstone Planning Group 2023 Q4 filed Feb. 12, 2024
Cornerstone Planning Group 2023 Q3 filed Nov. 8, 2023
Cornerstone Planning Group 2023 Q2 filed Aug. 15, 2023
Cornerstone Planning Group 2022 Q4 filed Feb. 14, 2023

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