Cornerstone Planning

Cornerstone Planning as of March 31, 2026

Portfolio Holdings for Cornerstone Planning

Cornerstone Planning holds 141 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 4.0 $18M 691k 25.59
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 2.9 $13M 623k 20.46
Ishares Tr Ibds Dec28 Etf (IBDT) 2.9 $13M 500k 25.37
NVIDIA Corporation (NVDA) 2.7 $12M 68k 174.46
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 2.5 $11M 594k 18.70
Ishares Tr Ibonds 2026 Term (IBHF) 2.2 $9.9M 429k 22.99
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) 2.2 $9.8M 422k 23.22
Ishares Tr Ibonds 27 Etf (IBDS) 2.2 $9.7M 398k 24.29
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 2.1 $9.5M 567k 16.75
Ishares Tr Ibonds Dec 2030 (IBDV) 2.1 $9.4M 430k 21.93
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) 2.1 $9.4M 571k 16.49
Ishares Tr Ibonds Dec 2032 (IBDX) 2.1 $9.4M 370k 25.32
Ishares Tr Ibonds Dec 2031 (IBDW) 2.1 $9.4M 447k 20.97
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW) 2.1 $9.4M 453k 20.63
Apple (AAPL) 2.0 $9.0M 36k 253.92
Ishares Tr Ibonds Dec 29 (IBDU) 1.9 $8.4M 361k 23.32
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 1.6 $7.0M 360k 19.56
Ishares Tr Ibonds Dec2026 (IBDR) 1.6 $7.0M 287k 24.28
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 1.5 $6.8M 344k 19.66
Amazon (AMZN) 1.4 $6.4M 31k 208.41
Wal-Mart Stores (WMT) 1.4 $6.3M 51k 124.34
Ishares Tr Core High Dv Etf (HDV) 1.3 $5.9M 44k 135.74
Broadcom (AVGO) 1.2 $5.5M 18k 309.74
Microsoft Corporation (MSFT) 1.2 $5.4M 15k 370.55
Alphabet Cap Stk Cl A (GOOGL) 1.1 $4.7M 17k 287.83
Meta Platforms Cl A (META) 1.1 $4.7M 8.3k 572.60
Ishares Tr Msci Usa Min Vol (USMV) 1.0 $4.6M 50k 92.79
Johnson & Johnson (JNJ) 1.0 $4.6M 19k 244.52
Chevron Corporation (CVX) 1.0 $4.3M 21k 206.92
Caterpillar (CAT) 0.9 $4.2M 5.9k 708.70
JPMorgan Chase & Co. (JPM) 0.9 $4.0M 14k 294.35
Netflix (NFLX) 0.9 $3.8M 39k 96.20
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $3.7M 7.8k 479.51
Verizon Communications (VZ) 0.8 $3.7M 74k 50.22
Goldman Sachs (GS) 0.8 $3.6M 4.2k 846.63
Procter & Gamble Company (PG) 0.8 $3.6M 25k 144.53
Spdr Series Trust State Street Spd (BIL) 0.8 $3.6M 39k 91.17
Costco Wholesale Corporation (COST) 0.8 $3.5M 3.5k 997.08
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.8 $3.5M 117k 29.90
Advanced Micro Devices (AMD) 0.8 $3.5M 17k 203.56
Coca-Cola Company (KO) 0.8 $3.4M 45k 76.09
Bank of America Corporation (BAC) 0.8 $3.4M 70k 48.80
Exxon Mobil Corporation (XOM) 0.8 $3.4M 20k 169.68
Merck & Co (MRK) 0.8 $3.3M 28k 120.35
Cisco Systems (CSCO) 0.7 $3.3M 43k 77.64
Palantir Technologies Cl A (PLTR) 0.7 $3.3M 22k 146.41
International Business Machines (IBM) 0.7 $3.2M 13k 242.61
Pepsi (PEP) 0.7 $3.2M 21k 155.37
Eli Lilly & Co. (LLY) 0.7 $3.2M 3.5k 920.36
Honeywell International 0.7 $3.2M 14k 226.18
Visa Com Cl A (V) 0.7 $3.1M 10k 302.51
Ishares Tr Ibonds 27 Trm Ts (IBTH) 0.7 $3.1M 138k 22.48
Chubb (CB) 0.7 $3.1M 9.4k 326.11
Ishares Tr Ibonds 28 Trm Ts (IBTI) 0.7 $3.0M 136k 22.33
Lowe's Companies (LOW) 0.7 $3.0M 13k 236.58
Abbvie (ABBV) 0.7 $3.0M 14k 217.68
Albemarle Corporation (ALB) 0.7 $3.0M 17k 179.61
General Dynamics Corporation (GD) 0.7 $3.0M 8.6k 343.50
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.7 $2.9M 38k 77.06
American Express Company (AXP) 0.7 $2.9M 9.7k 302.75
Nucor Corporation (NUE) 0.7 $2.9M 17k 169.21
Home Depot (HD) 0.6 $2.9M 8.7k 329.19
Lam Research Corp Com New (LRCX) 0.6 $2.8M 13k 213.84
Mastercard Incorporated Cl A (MA) 0.6 $2.8M 5.6k 499.98
Morgan Stanley Com New (MS) 0.6 $2.8M 17k 164.71
Micron Technology (MU) 0.6 $2.7M 7.9k 338.27
Vanguard Wellington Us Minimum (VFMV) 0.6 $2.6M 19k 133.28
Walt Disney Company (DIS) 0.6 $2.6M 27k 96.48
Abbott Laboratories (ABT) 0.6 $2.5M 25k 102.79
Amgen (AMGN) 0.6 $2.5M 7.1k 352.06
Duke Energy Corp Com New (DUK) 0.6 $2.5M 19k 130.98
UnitedHealth (UNH) 0.6 $2.4M 9.0k 270.92
Qualcomm (QCOM) 0.6 $2.4M 19k 129.01
Travelers Companies (TRV) 0.5 $2.4M 8.2k 291.85
salesforce (CRM) 0.5 $2.4M 13k 186.94
Metropcs Communications (TMUS) 0.5 $2.3M 11k 210.16
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.5 $2.2M 6.7k 338.16
Thermo Fisher Scientific (TMO) 0.5 $2.2M 4.5k 492.30
McDonald's Corporation (MCD) 0.5 $2.2M 7.0k 311.00
Vaneck Etf Trust Gold Miners Etf (GDX) 0.5 $2.1M 23k 91.84
Novartis Sponsored Adr (NVS) 0.4 $1.9M 13k 152.84
Vanguard World Financials Etf (VFH) 0.4 $1.9M 16k 120.89
Astrazeneca Ord (AZN) 0.4 $1.9M 9.4k 197.38
HSBC HLDGS Spon Adr New (HSBC) 0.4 $1.8M 22k 82.55
Boeing Company (BA) 0.4 $1.8M 9.1k 199.35
Oracle Corporation (ORCL) 0.4 $1.8M 12k 147.33
Nextera Energy (NEE) 0.4 $1.7M 18k 92.93
Illinois Tool Works (ITW) 0.4 $1.6M 6.2k 260.49
Colgate-Palmolive Company (CL) 0.4 $1.6M 18k 85.30
Alibaba Group Hldg Sponsored Ads (BABA) 0.3 $1.5M 12k 125.74
Sherwin-Williams Company (SHW) 0.3 $1.4M 4.4k 320.87
3M Company (MMM) 0.3 $1.4M 9.3k 145.38
Sap Se Spon Adr (SAP) 0.3 $1.3M 7.8k 171.67
Palo Alto Networks (PANW) 0.3 $1.3M 8.2k 160.50
Blackstone Group Inc Com Cl A (BX) 0.3 $1.2M 11k 115.13
Target Corporation (TGT) 0.3 $1.2M 9.9k 121.29
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.3 $1.2M 48k 25.10
Southern Company (SO) 0.3 $1.1M 12k 96.59
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $1.1M 1.8k 597.55
Dominion Resources (D) 0.2 $1.1M 17k 61.88
Constellation Energy (CEG) 0.2 $856k 3.1k 279.62
Vistra Energy (VST) 0.2 $851k 5.7k 150.51
Nike CL B (NKE) 0.2 $833k 16k 52.90
O'reilly Automotive (ORLY) 0.2 $831k 9.0k 92.31
Automatic Data Processing (ADP) 0.1 $656k 3.2k 203.18
Alphabet Cap Stk Cl C (GOOG) 0.1 $597k 2.1k 286.92
Ishares Tr Core S&p500 Etf (IVV) 0.1 $593k 907.00 653.41
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $571k 4.0k 142.43
Vanguard World Utilities Etf (VPU) 0.1 $567k 2.9k 197.51
Crowdstrike Hldgs Cl A (CRWD) 0.1 $531k 1.4k 390.41
CSX Corporation (CSX) 0.1 $502k 12k 41.05
Tesla Motors (TSLA) 0.1 $480k 1.3k 371.75
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $476k 16k 30.68
Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $470k 4.0k 118.62
Consolidated Edison (ED) 0.1 $461k 4.1k 113.18
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $423k 3.2k 132.51
Booking Holdings (BKNG) 0.1 $421k 100.00 4210.32
General American Investors (GAM) 0.1 $417k 7.1k 58.47
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $374k 1.1k 328.66
Vanguard Index Fds Value Etf (VTV) 0.1 $348k 1.8k 196.20
Arista Networks Com Shs (ANET) 0.1 $335k 2.7k 122.78
Ishares Gold Tr Ishares New (IAU) 0.1 $330k 3.7k 88.16
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $315k 2.8k 113.11
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $305k 2.6k 118.45
Charles Schwab Corporation (SCHW) 0.1 $284k 3.0k 93.98
Kinder Morgan (KMI) 0.1 $282k 8.4k 33.53
Enterprise Financial Services (EFSC) 0.1 $280k 5.2k 54.11
Truist Financial Corp equities (TFC) 0.1 $266k 5.8k 45.97
Spdr Series Trust State Street Spd (BILS) 0.1 $258k 2.6k 97.82
Spdr Series Trust State Street Spd (SLYV) 0.1 $255k 2.7k 94.58
Lockheed Martin Corporation (LMT) 0.1 $249k 412.00 604.39
Vanguard Index Fds Growth Etf (VUG) 0.1 $246k 564.00 436.79
Texas Instruments Incorporated (TXN) 0.1 $241k 1.2k 194.14
Spdr Series Trust State Street Spd (XBI) 0.1 $234k 1.8k 127.73
Air Lease Corp Cl A 0.1 $234k 3.6k 64.94
MercadoLibre (MELI) 0.1 $233k 135.00 1729.02
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.1 $230k 5.1k 44.85
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.1 $228k 3.6k 62.56
Spdr Series Trust State Street Spd (MDYV) 0.1 $227k 2.7k 85.15
McKesson Corporation (MCK) 0.0 $217k 251.00 865.36
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $201k 450.00 446.54