Cornerstone Retirement Group as of Dec. 31, 2022
Portfolio Holdings for Cornerstone Retirement Group
Cornerstone Retirement Group holds 13 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 51.7 | $172M | 451k | 382.43 | |
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 30.4 | $102M | 1.1M | 95.78 | |
| Ishares Tr Short Treas Bd (SHV) | 17.1 | $57M | 519k | 109.92 | |
| Apple (AAPL) | 0.1 | $364k | 2.8k | 129.93 | |
| Nextera Energy (NEE) | 0.1 | $339k | 4.1k | 83.60 | |
| Abbvie (ABBV) | 0.1 | $327k | 2.0k | 161.61 | |
| Caterpillar (CAT) | 0.1 | $288k | 1.2k | 239.56 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $243k | 500.00 | 486.49 | |
| Bristol Myers Squibb (BMY) | 0.1 | $242k | 3.4k | 71.95 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $241k | 1.8k | 134.10 | |
| Wal-Mart Stores (WMT) | 0.1 | $241k | 1.7k | 141.79 | |
| Microsoft Corporation (MSFT) | 0.1 | $224k | 935.00 | 239.82 | |
| Pfizer (PFE) | 0.1 | $205k | 4.0k | 51.24 |
