HoldingsChannel.com
Cornerstone Planning Group LLC Top Holdings
As of  06/30/2023, below is a summary of the Cornerstone Planning Group LLC top holdings by largest position size, as per the latest 13f filing made by Cornerstone Planning Group LLC. In the Cornerstone Planning Group LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Cornerstone Planning Group LLC in that top holding, then the share count change between reporting periods, and finally the Cornerstone Planning Group LLC top holding position size for that row.

   EntityAmountChange
 03/31/2023 to 06/30/2023
Position Size
($ in 1000's)
INVESCO QQQ TRUST UNIT SER 1 ETF (QQQ) 98,497 +98,497 $36,387
     QQQ98,497+98,497$36,387
VANGUARD FTSE DEVELOPED MKTS ETF (VEA) 626,134 +626,134 $28,915
     VEA626,134+626,134$28,915
SCHWAB STRATEGIC TR US DIVIDEND EQ ETF (SCHD) 286,716 +286,716 $20,821
     SCHD286,716+286,716$20,821
ISHARES TRUST CORE S&P SCP ETF (IJR) 139,489 +139,489 $13,900
     IJR139,489+139,489$13,900
ISHARES TRUST MRGSTR MD CP GRW ETF (IMCG) 194,674 +194,674 $11,863
     IMCG194,674+194,674$11,863
VANGUARD INTERMED TERM ETF (BIV) 131,215 +131,215 $9,871
     BIV131,215+131,215$9,871
VANECK ETF TRUST FALLEN ANGEL HIGH YLD BD EF (ANGL) 332,490 +332,490 $9,233
     ANGL332,490+332,490$9,233
VANGUARD SHRT TRM CORP BD ETF (VCSH) 120,369 +120,369 $9,107
     VCSH120,369+120,369$9,107
ISHARES TRUST CONV BD ETF (ICVT) 111,804 +111,804 $8,537
     ICVT111,804+111,804$8,537
FIRST TRUST EXCHANGE TRADED FU LNG SHT EQUITY ETF (FTLS) 119,019 +119,019 $6,283
     FTLS119,019+119,019$6,283
FIRST TRUST EXCHANGE TRADED AL EM SML CP ALPH ETF (FEMS) 169,232 +169,232 $6,152
     FEMS169,232+169,232$6,152
VANGUARD MCAP VL IDXVIP ETF (VOE) 41,612 +41,612 $5,758
     VOE41,612+41,612$5,758
ISHARES TRUST ISHARES RESIDENTIAL AND MUL (REZ) 73,408 +73,408 $5,379
     REZ73,408+73,408$5,379
FIRST TRUST EXCH TRADED FUND 2 MATERIALS ALPH ETF (FXZ) 77,035 +77,035 $4,945
     FXZ77,035+77,035$4,945
UNITED STATES TREASURY NOTES NOTE      $3,935
     NOTE4,030+4,030$3,935
ISHARES TRUST CORE S&P500 ETF (IVV) 6,994 +6,994 $3,117
     IVV6,994+6,994$3,117
ISHARES TRUST CORE TOTAL USD ETF (IUSB) 55,378 +55,378 $2,518
     IUSB55,378+55,378$2,518
APPLE INC COM 11,879 +11,879 $2,304
     AAPL11,879+11,879$2,304
ISHARES TRUST RUS 1000 GRW ETF (IWF) 6,626 +6,626 $1,823
     IWF6,626+6,626$1,823
VANGUARD S&P 500 ETF SHS (VOO) 4,219 +4,219 $1,718
     VOO4,219+4,219$1,718
ISHARES TRUST RUS TP200 GR ETF (IWY) 10,189 +10,189 $1,616
     IWY10,189+10,189$1,616
ISHARES TRUST HDG MSCI EAFE ETF (HEFA) 46,037 +46,037 $1,427
     HEFA46,037+46,037$1,427
ISHARES TRUST RUS 1000 ETF (IWB) 4,918 +4,918 $1,199
     IWB4,918+4,918$1,199
ISHARES TRUST FALN ANGLS USD ETF (FALN) 46,915 +46,915 $1,190
     FALN46,915+46,915$1,190
AMERICAN EXPRESS CO COM      $1,080
     AXP5,993+5,993$1,044
     NOTE M W CLBL30+30$29
     NOTE PERP M W QTRLY CLBL8+8$7
ISHARES TRUST EAFE GRWTH ETF (EFG) 11,256 +11,256 $1,074
     EFG11,256+11,256$1,074
ISHARES TRUST ESG AWARE MSCI USA ETF (ESGU) 10,681 +10,681 $1,041
     ESGU10,681+10,681$1,041
VANGUARD SHORT TRM BOND ETF (BSV) 13,702 +13,702 $1,035
     BSV13,702+13,702$1,035
VANGUARD TOTAL INT BD ETF (BNDX) 20,899 +20,899 $1,022
     BNDX20,899+20,899$1,022
ISHARES TRUST MBS ETF (MBB) 10,420 +10,420 $972
     MBB10,420+10,420$972
ISHARES TRUST US TREAS BD ETF (GOVT) 40,308 +40,308 $923
     GOVT40,308+40,308$923
SPDR S&P500 ETF TRUST TR UNIT ETF (SPY) 1,954 +1,954 $866
     SPY1,954+1,954$866
MOODYS CORP COM 2,462 +2,462 $856
     MCO2,462+2,462$856
VANGUARD TOTAL STK MKT ETF (VTI) 3,822 +3,822 $842
     VTI3,822+3,822$842
UNITED STATES TREASURY BILLS BILL      $828
     BILL834+834$828
MICROSOFT CORP COM 2,362 +2,362 $804
     MSFT2,362+2,362$804
SCHWAB STRATEGIC TR INTL EQTY ETF (SCHF) 22,141 +22,141 $789
     SCHF22,141+22,141$789
ISHARES TRUST EAFE VALUE ETF (EFV) 16,049 +16,049 $785
     EFV16,049+16,049$785
SELECT SECTOR SPDR TRUST RL EST SEL SEC ETF (XLRE) 20,099 +20,099 $758
     XLRE20,099+20,099$758
ISHARES TRUST AGGRES ALLOC ETF (AOA) 10,627 +10,627 $705
     AOA10,627+10,627$705
PUBLIC SERVICE ENTERPRISE GRP COM 11,260 +11,260 $705
     PEG11,260+11,260$705
PARSONS CORPORATION COM 13,784 +13,784 $664
     PSN13,784+13,784$664
ISHARES INC CORE MSCI EMKT ETF (IEMG) 13,053 +13,053 $643
     IEMG13,053+13,053$643
VANGUARD TOTAL BND MRKT ETF (BND) 8,656 +8,656 $629
     BND8,656+8,656$629
ISHARES TRUST MSCI USA QUALITY FACTOR ETF (QUAL) 4,595 +4,595 $620
     QUAL4,595+4,595$620
SPDR SERIES TRUST PORTFOLIO S&P 500 ETF (SPLG) 10,916 +10,916 $569
     SPLG10,916+10,916$569
JPMORGAN CHASE BANK NA CD M W CLBL      $563
     CD M W CLBL565+565$563
PIMCO ETF TRUST ACTIVE BD ETF (BOND) 5,919 +5,919 $542
     BOND5,919+5,919$542
ISHARES TRUST MSCI EAFE MIN VOL FACTOR ETF (EFAV) 7,977 +7,977 $538
     EFAV7,977+7,977$538
VANGUARD MTG BKD SECS ETF (VMBS) 11,295 +11,295 $519
     VMBS11,295+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

Size ($ in 1000's)
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

Cornerstone Planning Group LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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