Cornerstone Planning Group

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

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Positions held by Cornerstone Planning Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Cornerstone Planning Group

Cornerstone Planning Group holds 967 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Cornerstone Planning Group has 967 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invsc Qqq Trust Srs 1 Etf Iv Exchange Traded Fund (QQQ) 16.0 $48M +3% 118k 409.52
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Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA) 13.1 $40M +11% 826k 47.90
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Schwab Us Dividend Equity Etf Exchange Traded Fund (SCHD) 9.7 $29M +12% 385k 76.13
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Ishares Core S&p Small-cap Etf Exchange Traded Fund (IJR) 6.5 $20M +10% 182k 108.25
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Ishares Morgstar Mid Capgro Etf Exchange Traded Fund (IMCG) 5.5 $17M +10% 257k 64.45
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Vanguard Intermediate Term Bond Etf Exchange Traded Fund (BIV) 4.1 $12M +9% 161k 76.38
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Victory Ii Victorysharessrt Etf Iv Exchange Traded Fund (USTB) 3.7 $11M NEW 228k 49.59
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Ishares Convertible Bondetf Exchange Traded Fund (ICVT) 3.7 $11M +11% 142k 78.59
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Ishares High Yld Bnd Fctetf Exchange Traded Fund (HYDB) 3.5 $11M NEW 229k 46.20
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1st Trst Long Shrt Exchange Traded Fund (FTLS) 2.8 $8.4M +6% 150k 56.26
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Ft Emrging Mkts Sml Cap Alphadex Etf Exchange Traded Fund (FEMS) 2.7 $8.3M +9% 216k 38.44
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Ishs Resi And Multi Realestate Etf Exchange Traded Fund (REZ) 2.6 $7.9M +21% 107k 73.52
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Vanguard Mid Cap Value Etf Exchange Traded Fund (VOE) 2.6 $7.8M +9% 54k 145.01
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First Trust Materials Alphadex Etf Exchange Traded Fund (FXZ) 2.3 $7.1M +11% 103k 68.96
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Ishares Russell 1000 Growth Etf Exchange Traded Fund (IWF) 1.5 $4.5M +27% 15k 303.17
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Apple Common Stock (AAPL) 1.1 $3.4M +16% 18k 192.53
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Ishares Currency Hedged Msci Eafe Et Exchange Traded Fund (HEFA) 0.9 $2.9M +18% 91k 31.51
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Ishares Core S&p 500 Etf Exchange Traded Fund (IVV) 0.7 $2.2M -33% 4.7k 477.63
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Ishares Fallen Angels Usd Bond Etf Exchange Traded Fund (FALN) 0.7 $2.1M +15% 81k 26.40
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Ishares Russell Top 200 Growth Etf Exchange Traded Fund (IWY) 0.6 $1.9M +4% 11k 175.21
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Vaneck Faln Angl Hy Bnd Etf Iv Exchange Traded Fund (ANGL) 0.5 $1.6M -85% 57k 28.78
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Ishares Total Usd Bond Market Etf Exchange Traded Fund (IUSB) 0.4 $1.3M -38% 29k 46.07
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Real Estate Select Sctr Spdr Etf Exchange Traded Fund (XLRE) 0.4 $1.2M +10% 29k 40.06
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Microsoft Corp Common Stock (MSFT) 0.3 $1.1M -5% 2.8k 376.03
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Ishares Russell 1000 Etf Exchange Traded Fund (IWB) 0.3 $1.0M -18% 4.0k 262.26
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Vanguard S&p 500 Etf Exchange Traded Fund (VOO) 0.3 $1.0M -38% 2.3k 436.80
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Ishrs Core Agr Allo Exchange Traded Fund (AOA) 0.3 $997k +12% 14k 69.05
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American Express Common Stock (AXP) 0.3 $976k -12% 5.2k 187.35
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Spdr S&p 500 Etf Exchange Traded Fund (SPY) 0.3 $937k 2.0k 475.43
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Moodys Corp Common Stock (MCO) 0.2 $729k -24% 1.9k 390.45
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Pub Svc Enterpise Gp Common Stock (PEG) 0.2 $684k 11k 61.15
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Vanguard Total Internatlbnd Etf Iv Exchange Traded Fund (BNDX) 0.2 $646k -29% 13k 49.37
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Vanguard Short-term Bondetf Exchange Traded Fund (BSV) 0.2 $645k -29% 8.4k 77.02
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Spdr Portfolio S&p 500 Etf Exchange Traded Fund (SPLG) 0.2 $612k 11k 55.90
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Ishares Msci Eafe Growthetf Exchange Traded Fund (EFG) 0.2 $601k -33% 6.2k 96.86
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Virtus Seix Senior Loan Etf Exchange Traded Fund (SEIX) 0.2 $595k 25k 23.93
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Schwab International Equity Etf Exchange Traded Fund (SCHF) 0.2 $584k -36% 16k 36.96
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Ishares Esg Aware Msci Usa Etf Exchange Traded Fund (ESGU) 0.2 $581k -33% 5.5k 104.92
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Abbvie Common Stock (ABBV) 0.2 $576k +351% 3.7k 154.99
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Ishares Msci Eafe Value Etf Exchange Traded Fund (EFV) 0.2 $566k -37% 11k 52.10
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Energy Select Sector Spdr Etf Exchange Traded Fund (XLE) 0.2 $510k +21% 6.1k 83.84
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Amazon.com Common Stock (AMZN) 0.2 $505k -7% 3.3k 151.94
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Ishares Mbs Etf Exchange Traded Fund (MBB) 0.2 $491k -37% 5.2k 94.08
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Parsons Corp Common Stock (PSN) 0.2 $488k 7.8k 62.71
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Pimco Active Bond Etf Exchange Traded Fund (BOND) 0.2 $482k -17% 5.2k 92.45
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Linde Plc F Common Stock (LIN) 0.2 $465k 1.1k 410.71
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Lockheed Martin Corp Common Stock (LMT) 0.2 $461k 1.0k 453.41
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Ishares Core Msci Emerging Etf Exchange Traded Fund (IEMG) 0.1 $453k -15% 9.0k 50.58
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Tesla Common Stock (TSLA) 0.1 $411k 1.7k 248.48
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Home Depot Common Stock (HD) 0.1 $399k +2% 1.2k 346.68
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Nvidia Corp Common Stock (NVDA) 0.1 $378k -5% 763.00 495.31
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Ishares Interntinl Aggrgt Bnd Etf Exchange Traded Fund (IAGG) 0.1 $374k -14% 7.5k 49.80
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Alphabet Inc. Class A Common Stock (GOOGL) 0.1 $368k +70% 2.6k 139.69
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Ishares Msci Usa Qlty Fact Etf Exchange Traded Fund (QUAL) 0.1 $347k -30% 2.4k 147.14
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Vanguard Mortgage Backedsec Etf Exchange Traded Fund (VMBS) 0.1 $346k -26% 7.5k 46.36
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Thomson Reuters Corp F Common Stock (TRI) 0.1 $341k 2.3k 146.22
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Vanguard Total Stock Market Etf Exchange Traded Fund (VTI) 0.1 $326k -31% 1.4k 237.21
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Ishares National Muni Bond Etf Exchange Traded Fund (MUB) 0.1 $326k -30% 3.0k 108.39
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Invsc High Yield Dividend Etf Exchange Traded Fund (PEY) 0.1 $316k -27% 15k 21.14
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Ishares Treasury Floating Rate B Etf Exchange Traded Fund (TFLO) 0.1 $315k -39% 6.2k 50.47
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Abbott Laboratories Common Stock (ABT) 0.1 $314k +529% 2.9k 110.07
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Ishares Jp Morgan Usd Emerging Marke Exchange Traded Fund (EMB) 0.1 $306k -11% 3.4k 89.06
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Vgrd Stc Etf Dv Exchange Traded Fund (VCSH) 0.1 $293k -97% 3.8k 77.37
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Alphabet Inc. Class C Common Stock (GOOG) 0.1 $288k +172% 2.0k 140.93
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Sempra Common Stock (SRE) 0.1 $287k 3.8k 74.73
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Vanguard Total Bond Market Etf Exchange Traded Fund (BND) 0.1 $285k -32% 3.9k 73.55
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Exxon Mobil Corp Common Stock (XOM) 0.1 $283k -2% 2.8k 99.98
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Vanguard Long Term Bond Etf Exchange Traded Fund (BLV) 0.1 $281k -30% 3.8k 74.58
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Ishares 20 Pls Year Treasury Bnd Etf Exchange Traded Fund (TLT) 0.1 $280k -29% 2.8k 98.88
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Ishrs Core Grw Allo Exchange Traded Fund (AOR) 0.1 $276k +16% 5.2k 53.19
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Vanguard High Dividend Yield Etf Exchange Traded Fund (VYM) 0.1 $269k 2.4k 111.61
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Nuveen Esg Large Cap Growth Etf Exchange Traded Fund (NULG) 0.1 $249k 3.6k 69.47
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Schwab Us Aggregate Bondetf Exchange Traded Fund (SCHZ) 0.1 $247k -12% 5.3k 46.62
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Ishares Us Treasury Bondetf Exchange Traded Fund (GOVT) 0.1 $243k -61% 11k 23.04
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Berkshire Hathaway Class B Common Stock (BRK.B) 0.1 $240k 673.00 356.66
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Invesco Ii Insco Dy Wrt Smlp Etf Iv Exchange Traded Fund (DWAS) 0.1 $232k +168% 2.8k 83.79
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Unitedhealth Grp Common Stock (UNH) 0.1 $228k 433.00 526.24
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Ishares Us Technology Etf Exchange Traded Fund (IYW) 0.1 $224k -11% 1.8k 122.75
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Vanguard Ftse All World Ex Us Etf Exchange Traded Fund (VEU) 0.1 $209k +8% 3.7k 56.14
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Vanguard Small Cap Valueetf Exchange Traded Fund (VBR) 0.1 $205k 1.1k 179.99
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Vanguard Ftse Emerging Markets Etf Exchange Traded Fund (VWO) 0.1 $200k -40% 4.9k 41.10
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Starbucks Corp Common Stock (SBUX) 0.1 $195k +200% 2.0k 96.01
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Meta Platforms Inc Class A Common Stock (META) 0.1 $189k +9% 535.00 353.96
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Ameriprise Finl Common Stock (AMP) 0.1 $188k -37% 495.00 379.57
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Vanguard Mid Cap Etf Exchange Traded Fund (VO) 0.1 $188k -16% 806.00 232.78
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Spdr Russell 1000 Yield Focus Etf Exchange Traded Fund (ONEY) 0.1 $186k +121% 1.8k 100.72
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Ishares Iboxx Invt Gradebond Etf Exchange Traded Fund (LQD) 0.1 $181k -33% 1.6k 110.66
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Merck & Co Common Stock (MRK) 0.1 $176k -9% 1.6k 108.99
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Ishares Core S&p Mid-capetf Exchange Traded Fund (IJH) 0.1 $174k -36% 626.00 277.33
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Jpmorgan Chase & Co Common Stock (JPM) 0.1 $167k -3% 984.00 170.14
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Vanguard Extended Marketetf Exchange Traded Fund (VXF) 0.1 $162k -44% 987.00 164.42
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Global X Us Infra Dvlpmnt Etf Exchange Traded Fund (PAVE) 0.1 $155k -7% 4.5k 34.46
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Mcdonalds Corp Common Stock (MCD) 0.0 $151k +75% 510.00 296.51
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Ishrs Core Mod Allo Exchange Traded Fund (AOM) 0.0 $147k +23% 3.5k 41.51
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Nuveen Esg Mid Cap Growth Etf Exchange Traded Fund (NUMG) 0.0 $147k 3.5k 42.33
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Johnson & Johnson Common Stock (JNJ) 0.0 $145k -4% 928.00 156.72
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Ishares Esg Aware Msci Eafe Etf Exchange Traded Fund (ESGD) 0.0 $144k 1.9k 75.55
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Visa Inc Class A Common Stock (V) 0.0 $143k 549.00 260.35
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Conocophillips Common Stock (COP) 0.0 $143k 1.2k 116.04
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Inspire Small Mid Cap Etf Exchange Traded Fund (ISMD) 0.0 $141k 4.1k 34.70
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Walmart Common Stock (WMT) 0.0 $141k +9% 893.00 157.67
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Cisco Systems Common Stock (CSCO) 0.0 $141k -5% 2.8k 50.51
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Ishares S&p 500 Growth Etf Exchange Traded Fund (IVW) 0.0 $138k -21% 1.8k 75.10
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Ishares Russell 2000 Etf Exchange Traded Fund (IWM) 0.0 $136k -6% 678.00 200.71
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Broadcom Common Stock (AVGO) 0.0 $132k -38% 118.00 1119.69
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Ishares Russell Mid Cap Etf Exchange Traded Fund (IWR) 0.0 $132k -6% 1.7k 77.73
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Metlife Common Stock (MET) 0.0 $126k -2% 1.9k 66.12
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Technology Select Sectorspdr Etf Exchange Traded Fund (XLK) 0.0 $117k +25% 608.00 192.48
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Procter & Gamble Common Stock (PG) 0.0 $114k 781.00 146.49
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The Coca-cola Common Stock (KO) 0.0 $114k 1.9k 58.93
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Pepsico Common Stock (PEP) 0.0 $112k 658.00 169.92
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Accenture Plc Fclass A Common Stock (ACN) 0.0 $108k 309.00 350.91
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Deere & Co Common Stock (DE) 0.0 $108k +27000% 271.00 399.87
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Vanguard Materials Etf Exchange Traded Fund (VAW) 0.0 $107k -8% 564.00 190.04
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Thermo Fisher Scntfc Common Stock (TMO) 0.0 $107k +11% 201.00 530.79
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Ishares Core Us Aggregate Bond Etf Exchange Traded Fund (AGG) 0.0 $103k -23% 1.0k 99.25
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Chevron Corp Common Stock (CVX) 0.0 $102k 684.00 149.22
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Ishares Tips Bond Etf Exchange Traded Fund (TIP) 0.0 $102k -46% 949.00 107.49
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Ishares Msci Usa Min Volfctr Etf Exchange Traded Fund (USMV) 0.0 $101k -56% 1.3k 78.03
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Salesforce Common Stock (CRM) 0.0 $100k -5% 380.00 263.14
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Vanguard Total World Stock Etf Exchange Traded Fund (VT) 0.0 $98k 955.00 102.83
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A T & T Common Stock (T) 0.0 $98k -3% 5.8k 16.78
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Select Sector Health Care Spdr Etf Exchange Traded Fund (XLV) 0.0 $98k +36% 715.00 136.38
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Palo Alto Networks Common Stock (PANW) 0.0 $97k +13% 329.00 294.88
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Ishares S&p 100 Etf Exchange Traded Fund (OEF) 0.0 $96k NEW 430.00 223.39
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Service Now Common Stock (NOW) 0.0 $92k +5% 130.00 706.49
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Verizon Communicatn Common Stock (VZ) 0.0 $90k -7% 2.4k 37.70
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Costco Wholesale Common Stock (COST) 0.0 $89k -23% 135.00 660.33
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S&p Global Common Stock (SPGI) 0.0 $89k +6% 201.00 440.52
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Equitable Hldgs Common Stock (EQH) 0.0 $86k +3% 2.6k 33.30
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Vanguard Ftse Pacific Etf Exchange Traded Fund (VPL) 0.0 $86k +31% 1.2k 72.03
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Caterpillar Common Stock (CAT) 0.0 $85k -6% 287.00 295.55
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Danaher Corp Common Stock (DHR) 0.0 $84k 363.00 231.34
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Ishares Msci Emerging Markets Etf Exchange Traded Fund (EMXC) 0.0 $82k +41% 1.5k 55.41
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Walt Disney Common Stock (DIS) 0.0 $81k 894.00 90.29
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Pfizer Common Stock (PFE) 0.0 $78k -2% 2.7k 28.79
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Arthur J Gallagher&c Common Stock (AJG) 0.0 $78k 346.00 224.81
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Costar Group Common Stock (CSGP) 0.0 $78k -4% 890.00 87.39
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Netflix Common Stock (NFLX) 0.0 $76k +31% 157.00 486.88
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Qualcomm Common Stock (QCOM) 0.0 $76k 523.00 144.63
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Auto Data Processing Common Stock (ADP) 0.0 $75k 320.00 232.97
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Sherwin Williams Common Stock (SHW) 0.0 $75k +5% 239.00 311.71
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Invesco S & P Smallcap Value With Momentum Etf Exchange Traded Fund (XSVM) 0.0 $73k -11% 1.3k 54.17
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Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA) 0.0 $71k -8% 1.0k 70.35
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Taiwan Semiconductr Fsponsored Adr 1 Adr Reps 5 Ord American Depository Receipt (TSM) 0.0 $70k +4% 676.00 104.00
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Ibm Corp Common Stock (IBM) 0.0 $70k 428.00 163.57
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Intuit Common Stock (INTU) 0.0 $70k 112.00 625.03
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Philip Morris Intl Common Stock (PM) 0.0 $68k -3% 722.00 94.09
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Ishares 10-20 Year Treasury Bond Etf Exchange Traded Fund (TLH) 0.0 $67k -19% 617.00 108.26
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Uber Technologies Common Stock (UBER) 0.0 $65k +25% 1.0k 61.57
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Vanguard S&p 500 Growth Etf Exchange Traded Fund (VOOG) 0.0 $64k +6% 235.00 271.25
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Ishares 3-7 Year Treasury Bond Etf Exchange Traded Fund (IEI) 0.0 $63k 540.00 117.13
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Selective Ins Group Common Stock (SIGI) 0.0 $63k NEW 633.00 99.48
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Emerson Electric Common Stock (EMR) 0.0 $63k 644.00 97.27
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Ishares Msci Eaf Min Volfct Etf Exchange Traded Fund (EFAV) 0.0 $62k -76% 896.00 69.34
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Blackrock Common Stock (BLK) 0.0 $62k 77.00 806.74
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Spdr Bloomberg Convrtbl Secrs Etf Exchange Traded Fund (CWB) 0.0 $62k -48% 857.00 72.15
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Proshares Inflation Expectations Etf Exchange Traded Fund (RINF) 0.0 $61k 1.9k 31.45
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Comcast Corp Class A Common Stock (CMCSA) 0.0 $61k 1.4k 43.84
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Heico Corp Common Stock (HEI) 0.0 $60k 336.00 178.87
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Mastercard Inc Class A Common Stock (MA) 0.0 $60k -6% 140.00 426.51
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Vanguard Intrmdiat Trm Trsry Etf Exchange Traded Fund (VGIT) 0.0 $60k -33% 1.0k 59.32
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Prudential Finl Common Stock (PRU) 0.0 $60k 573.00 103.76
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Apollo Global Mgmt Inc N Common Stock (APO) 0.0 $59k -9% 637.00 93.19
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Monster Beverage Corpora Common Stock (MNST) 0.0 $58k +4% 1.0k 57.61
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West Pharm Srvc Common Stock (WST) 0.0 $58k 165.00 352.12
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Zoetis Inc Class A Common Stock (ZTS) 0.0 $58k +22% 293.00 197.37
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Rpm Interntnl Common Stock (RPM) 0.0 $57k 514.00 111.63
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Mondelez Intl Class A Common Stock (MDLZ) 0.0 $56k -2% 777.00 72.41
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Vertex Pharmaceutica Common Stock (VRTX) 0.0 $56k +43% 138.00 406.89
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Pinterest Inc Class A Common Stock (PINS) 0.0 $56k +274% 1.5k 37.04
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Intuitive Surgical Common Stock (ISRG) 0.0 $56k +9% 165.00 337.36
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Analog Devices Common Stock (ADI) 0.0 $55k -2% 278.00 198.56
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Ishares Russell 1000 Value Etf Exchange Traded Fund (IWD) 0.0 $55k 334.00 165.25
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Nextera Energy Common Stock (NEE) 0.0 $55k -4% 897.00 60.74
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Communicat Svs Slct Sec Spdr Etf Exchange Traded Fund (XLC) 0.0 $53k +33% 735.00 72.66
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Ishares Us Infrastructure Etf Exchange Traded Fund (IFRA) 0.0 $53k -26% 1.3k 40.27
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General Dynamics Common Stock (GD) 0.0 $53k 203.00 259.71
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Ishares Core High Dividend Etf Exchange Traded Fund (HDV) 0.0 $53k -20% 515.00 101.99
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Lilly Eli & Co Common Stock (LLY) 0.0 $52k +3% 89.00 582.92
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Wisdomtree Us Smallcap Dividend Etf Exchange Traded Fund (DES) 0.0 $51k -70% 1.6k 32.17
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Southern Common Stock (SO) 0.0 $51k -11% 729.00 70.16
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Ishares Msci Usa Momntumfct Etf Exchange Traded Fund (MTUM) 0.0 $51k -23% 323.00 156.89
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Verisk Analytics Inc Class A Common Stock (VRSK) 0.0 $51k -3% 212.00 238.86
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Vanguard Scottsdale Fds Intermediate-term Corp Bnd Idx Fd Etf Exchange Traded Fund (VCIT) 0.0 $51k +2% 622.00 81.28
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Invesco Db Base Metals Fund Exchange Traded Fund (DBB) 0.0 $50k +7% 2.8k 18.30
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Fastenal Common Stock (FAST) 0.0 $49k 758.00 64.77
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Lam Research Corp Common Stock (LRCX) 0.0 $49k -13% 62.00 783.26
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Asml Holding N V Fsponsored Adr 1 Adr Reps 1 Ord American Depository Receipt (ASML) 0.0 $48k +14% 64.00 756.92
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Ishares Core Us Growth Etf Exchange Traded Fund (IUSG) 0.0 $48k 463.00 104.10
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Vanguard Muni Bnd Tax Exempt Etf Exchange Traded Fund (VTEB) 0.0 $48k -28% 941.00 51.05
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Constellation Brand Class A Common Stock (STZ) 0.0 $47k +2% 196.00 241.75
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Five Below Common Stock (FIVE) 0.0 $47k 219.00 213.16
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Eaton Corp Plc F Common Stock (ETN) 0.0 $46k +15% 190.00 240.82
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Nike Inc Class B Common Stock (NKE) 0.0 $45k +11% 417.00 108.46
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Dimensional U S Equity Etf Exchange Traded Fund (DFUS) 0.0 $45k 861.00 51.83
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Carrier Global Corp Common Stock (CARR) 0.0 $44k 768.00 57.45
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Advanced Micro Device In Common Stock (AMD) 0.0 $44k -10% 298.00 147.41
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Consolidated Edison Common Stock (ED) 0.0 $44k -14% 480.00 90.91
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Adobe Common Stock (ADBE) 0.0 $44k +30% 73.00 596.60
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Spdr Fund Consumer Discre Select Etf Exchange Traded Fund (XLY) 0.0 $44k +27% 243.00 178.81
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Vanguard Dividend Appreciation Etf Exchange Traded Fund (VIG) 0.0 $43k -7% 254.00 170.40
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Otis Worldwide Corp Common Stock (OTIS) 0.0 $43k 483.00 89.47
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Tjx Companies Common Stock (TJX) 0.0 $43k +12% 460.00 93.83
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Ww Grainger Common Stock (GWW) 0.0 $43k +23% 52.00 828.69
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Texas Instruments Common Stock (TXN) 0.0 $43k +13% 252.00 170.46
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Spdr Fund Consumer Staples Etf Exchange Traded Fund (XLP) 0.0 $42k +46% 582.00 72.03
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Ansys Common Stock (ANSS) 0.0 $42k 115.00 362.88
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Nuveen Amt Free Quality Closed End Fund (NEA) 0.0 $41k 3.7k 11.00
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Nuveen Municipal Credit Closed End Fund (NZF) 0.0 $41k 3.4k 11.82
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Globant Sa F Common Stock (GLOB) 0.0 $41k 171.00 237.98
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Veeva Systems Inc Class A Common Stock (VEEV) 0.0 $41k -17% 211.00 192.52
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Rtx Corp Common Stock (RTX) 0.0 $40k -13% 480.00 84.14
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Bristol-myers Squibb Common Stock (BMY) 0.0 $40k -8% 780.00 51.31
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Oracle Corp Common Stock (ORCL) 0.0 $40k +9% 375.00 105.43
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Stryker Corp Common Stock (SYK) 0.0 $39k -19% 132.00 298.36
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Ishares Gold Etf Exchange Traded Fund (IAU) 0.0 $39k -2% 1.0k 39.03
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Paypal Holdings Incorpor Common Stock (PYPL) 0.0 $38k +119% 618.00 61.41
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Ishares S&p Mid Cap 400 Grwth Etf Exchange Traded Fund (IJK) 0.0 $38k 475.00 79.22
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Novo-nordisk As Vormal Fsponsored Adr 1 Adr Reps 1 Ord American Depository Receipt (NVO) 0.0 $37k -4% 362.00 103.45
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Cvs Health Corp Common Stock (CVS) 0.0 $37k +2% 471.00 78.95
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Prologis Inc. Reit Real Estate Investment Trust (PLD) 0.0 $37k -5% 278.00 133.22
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Ryanair Hldgs Plc Fsponsored Adr 1 Adr Reps 5 Ord American Depository Receipt (RYAAY) 0.0 $37k 276.00 133.36
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Copart Common Stock (CPRT) 0.0 $37k -8% 749.00 49.00
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Chipotle Mexican Grl Common Stock (CMG) 0.0 $37k -15% 16.00 2286.94
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Rollins Common Stock (ROL) 0.0 $37k 836.00 43.67
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Twilio Inc Class A Common Stock (TWLO) 0.0 $36k 476.00 75.87
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Vaneck Morningstar Wide Moat Etf Exchange Traded Fund (MOAT) 0.0 $35k +24% 416.00 84.87
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Gartner Common Stock (IT) 0.0 $35k 78.00 451.12
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Tyler Technologies Common Stock (TYL) 0.0 $35k 84.00 418.12
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Ishares Tr Is 1-5 Yr In Gr Cr Bd Etf Exchange Traded Fund (IGSB) 0.0 $35k -72% 683.00 51.28
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Phillips 66 Common Stock (PSX) 0.0 $35k 263.00 133.04
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Te Connectivity Ltd F Common Stock (TEL) 0.0 $35k +39% 249.00 140.50
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Pimco Enhanced Shrt Maturty Actv Etf Exchange Traded Fund (MINT) 0.0 $35k 349.00 99.79
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Ishs Msci Emerg Mrkt Minvol Fct Etf Exchange Traded Fund (EEMV) 0.0 $35k -34% 624.00 55.59
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Csx Corp Common Stock (CSX) 0.0 $34k 985.00 34.67
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Vanguard Value Etf Exchange Traded Fund (VTV) 0.0 $34k -35% 228.00 149.50
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Ishares Core Conservative Alloc Etf Exchange Traded Fund (AOK) 0.0 $34k -4% 929.00 36.14
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Flex Ltd Ftrades With Due Bills Common Stock (FLEX) 0.0 $34k 1.1k 30.46
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Ishares Us Energy Etf Exchange Traded Fund (IYE) 0.0 $33k -36% 758.00 44.12
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Idexx Labs Common Stock (IDXX) 0.0 $33k 60.00 555.05
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Marsh & Mc Lennan Common Stock (MMC) 0.0 $33k +13% 175.00 189.47
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Invesco Nasdaq 100 Etf Exchange Traded Fund (QQQM) 0.0 $33k -60% 196.00 168.54
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Ishares Global Energy Etf Exchange Traded Fund (IXC) 0.0 $32k NEW 827.00 39.11
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Ishares Msci Usa Value Factor Etf Exchange Traded Fund (VLUE) 0.0 $32k -49% 319.00 101.16
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Rb Global Inc F Common Stock (RBA) 0.0 $32k -2% 482.00 66.91
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Invsc Buyback Achievers Etf Exchange Traded Fund (PKW) 0.0 $32k -62% 325.00 99.02
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Vgrd Ltc Etf Dv Exchange Traded Fund (VCLT) 0.0 $32k -9% 401.00 80.15
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United Parcel Srvc Class B Common Stock (UPS) 0.0 $32k +5% 204.00 157.23
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Motorola Solutions Common Stock (MSI) 0.0 $32k 102.00 313.09
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Past Filings by Cornerstone Planning Group

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