
Entity | Amount | Change
03/31/2023 to 06/30/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
![]() |
98,497 | +98,497 | $36,387 |
QQQ | 98,497 | +98,497 | $36,387 |
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626,134 | +626,134 | $28,915 |
VEA | 626,134 | +626,134 | $28,915 |
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286,716 | +286,716 | $20,821 |
SCHD | 286,716 | +286,716 | $20,821 |
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139,489 | +139,489 | $13,900 |
IJR | 139,489 | +139,489 | $13,900 |
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194,674 | +194,674 | $11,863 |
IMCG | 194,674 | +194,674 | $11,863 |
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131,215 | +131,215 | $9,871 |
BIV | 131,215 | +131,215 | $9,871 |
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332,490 | +332,490 | $9,233 |
ANGL | 332,490 | +332,490 | $9,233 |
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120,369 | +120,369 | $9,107 |
VCSH | 120,369 | +120,369 | $9,107 |
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111,804 | +111,804 | $8,537 |
ICVT | 111,804 | +111,804 | $8,537 |
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119,019 | +119,019 | $6,283 |
FTLS | 119,019 | +119,019 | $6,283 |
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169,232 | +169,232 | $6,152 |
FEMS | 169,232 | +169,232 | $6,152 |
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41,612 | +41,612 | $5,758 |
VOE | 41,612 | +41,612 | $5,758 |
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73,408 | +73,408 | $5,379 |
REZ | 73,408 | +73,408 | $5,379 |
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77,035 | +77,035 | $4,945 |
FXZ | 77,035 | +77,035 | $4,945 |
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$3,935 | ||
NOTE | 4,030 | +4,030 | $3,935 |
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6,994 | +6,994 | $3,117 |
IVV | 6,994 | +6,994 | $3,117 |
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55,378 | +55,378 | $2,518 |
IUSB | 55,378 | +55,378 | $2,518 |
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11,879 | +11,879 | $2,304 |
AAPL | 11,879 | +11,879 | $2,304 |
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6,626 | +6,626 | $1,823 |
IWF | 6,626 | +6,626 | $1,823 |
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4,219 | +4,219 | $1,718 |
VOO | 4,219 | +4,219 | $1,718 |
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10,189 | +10,189 | $1,616 |
IWY | 10,189 | +10,189 | $1,616 |
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46,037 | +46,037 | $1,427 |
HEFA | 46,037 | +46,037 | $1,427 |
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4,918 | +4,918 | $1,199 |
IWB | 4,918 | +4,918 | $1,199 |
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46,915 | +46,915 | $1,190 |
FALN | 46,915 | +46,915 | $1,190 |
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$1,080 | ||
AXP | 5,993 | +5,993 | $1,044 |
NOTE M W CLBL | 30 | +30 | $29 |
NOTE PERP M W QTRLY CLBL | 8 | +8 | $7 |
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11,256 | +11,256 | $1,074 |
EFG | 11,256 | +11,256 | $1,074 |
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10,681 | +10,681 | $1,041 |
ESGU | 10,681 | +10,681 | $1,041 |
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13,702 | +13,702 | $1,035 |
BSV | 13,702 | +13,702 | $1,035 |
![]() |
20,899 | +20,899 | $1,022 |
BNDX | 20,899 | +20,899 | $1,022 |
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10,420 | +10,420 | $972 |
MBB | 10,420 | +10,420 | $972 |
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40,308 | +40,308 | $923 |
GOVT | 40,308 | +40,308 | $923 |
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1,954 | +1,954 | $866 |
SPY | 1,954 | +1,954 | $866 |
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2,462 | +2,462 | $856 |
MCO | 2,462 | +2,462 | $856 |
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3,822 | +3,822 | $842 |
VTI | 3,822 | +3,822 | $842 |
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$828 | ||
BILL | 834 | +834 | $828 |
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2,362 | +2,362 | $804 |
MSFT | 2,362 | +2,362 | $804 |
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22,141 | +22,141 | $789 |
SCHF | 22,141 | +22,141 | $789 |
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16,049 | +16,049 | $785 |
EFV | 16,049 | +16,049 | $785 |
![]() |
20,099 | +20,099 | $758 |
XLRE | 20,099 | +20,099 | $758 |
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10,627 | +10,627 | $705 |
AOA | 10,627 | +10,627 | $705 |
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11,260 | +11,260 | $705 |
PEG | 11,260 | +11,260 | $705 |
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13,784 | +13,784 | $664 |
PSN | 13,784 | +13,784 | $664 |
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13,053 | +13,053 | $643 |
IEMG | 13,053 | +13,053 | $643 |
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8,656 | +8,656 | $629 |
BND | 8,656 | +8,656 | $629 |
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4,595 | +4,595 | $620 |
QUAL | 4,595 | +4,595 | $620 |
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10,916 | +10,916 | $569 |
SPLG | 10,916 | +10,916 | $569 |
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$563 | ||
CD M W CLBL | 565 | +565 | $563 |
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5,919 | +5,919 | $542 |
BOND | 5,919 | +5,919 | $542 |
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7,977 | +7,977 | $538 |
EFAV | 7,977 | +7,977 | $538 |
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11,295 | +11,295 | $519 |
VMBS | 11,295 | +11,295 | $519 |
See Full List: All Stocks Held By Cornerstone Planning Group LLC
— Including:
Biggest new positions
Biggest exits
See Details: Top 10 Stocks Held By Cornerstone Planning Group LLC
![]() At 06/30/2023: $253,078 At 03/31/2023: $0 Cornerstone Planning Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Cornerstone Planning Group LLC 13F filings. Link to 13F filings: SEC filings |