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Cornerstone Planning Group

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

Top 5 stock holdings are QQQ, VEA, SCHD, IJR, IMCG, and represent 52.68% of Cornerstone Planning Group's stock portfolio.
Added to shares of these 10 stocks: VEA, QQQ, SCHD, IJR, HYDB, IMCG, REZ, FEMS, BIV, FXZ.
Started 254 new stock positions in NAT, FLGB, BMO, PDM, CGC, Ge Vernova, FIS, JYNT, KNTK, LEN.
Reduced shares in these 10 stocks: IVV, ANGL, IUSB, SPLG, BOND, EFV, TFLO, ESGU, IAGG, MBB.
Sold out of its positions in Ag Mtg Invt Tr, ACHC, Achieve Life Science, DMKPQ, AFRM, Agile Therapeutics, Akari Therapeutics, ALNY, AWK, DIVO.
Cornerstone Planning Group was a net buyer of stock by $9.6M.
Cornerstone Planning Group has $322M in assets under management (AUM), dropping by 6.17%.
Central Index Key (CIK): 0001822587

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Portfolio Holdings for Cornerstone Planning Group

Cornerstone Planning Group holds 1106 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Cornerstone Planning Group has 1106 total positions. Only the first 250 positions are shown.

Sign up to view all of the Cornerstone Planning Group March 31, 2024 positions
Download the Cornerstone Planning Group March 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Qqq Trust Series I Exchange Traded Fund (QQQ)	16.7	$54M	+4%	123k	435.48	View chart
Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA)	13.8	$44M	+7%	892k	49.56	View chart
Schwab Us Dividend Equity Etf Exchange Traded Fund (SCHD)	10.0	$32M	+7%	412k	77.97	View chart
Ishares Core S&p Small Cap Etf Exchange Traded Fund (IJR)	6.5	$21M	+7%	196k	107.13	View chart
Ishares Morningstar Mid-cap Growth Etf Exchange Traded Fund (IMCG)	5.7	$19M	+6%	274k	67.42	View chart
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)	3.9	$13M	+6%	171k	74.09	View chart
Ishares High Yield Systematic Bond Etf Exchange Traded Fund (HYDB)	3.7	$12M	+12%	257k	46.42	View chart
Victoryshares Short-term Bond Etf Exchange Traded Fund (USTB)	3.6	$12M	+3%	235k	49.67	View chart
Ishares Convertible Bond Etf Exchange Traded Fund (ICVT)	3.6	$11M	+3%	147k	77.87	View chart
First Trust Long/short Equity Etf Exchange Traded Fund (FTLS)	3.0	$9.7M	+7%	162k	60.13	View chart
First Trust Emerging Markets Small Cap Alphadex Fund Exchange Traded Fund (FEMS)	3.0	$9.5M	+9%	237k	40.35	View chart
Vanguard Mid-cap Value Etf Exchange Traded Fund (VOE)	2.7	$8.7M	+7%	58k	150.62	View chart
Ishares Residential And Multisector Real Estate Etf Exchange Traded Fund (REZ)	2.7	$8.6M	+11%	120k	72.04	View chart
First Trust Materials Alphadex Fund Exchange Traded Fund (FXZ)	2.4	$7.8M	+10%	114k	68.14	View chart
Ishares Russell 1000 Growth Etf Exchange Traded Fund (IWF)	1.6	$5.1M	+5%	16k	331.50	View chart
Ishares Currency Hedged Msci Eafe Etf Exchange Traded Fund (HEFA)	1.0	$3.4M	+6%	97k	34.71	View chart
Apple Common Stock (AAPL)	0.9	$3.0M	-6%	17k	183.38	View chart
Ishares Fallen Angels Usd Bond Etf Exchange Traded Fund (FALN)	0.7	$2.3M	+6%	86k	26.42	View chart
Ishares Russell Top 200 Growth Etf Exchange Traded Fund (IWY)	0.6	$2.0M	-2%	10k	192.77	View chart
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)	0.4	$1.4M	-40%	2.8k	513.84	View chart
American Express Common Stock (AXP)	0.4	$1.2M	-4%	5.0k	230.73	View chart
Ishares Russell 1000 Etf Exchange Traded Fund (IWB)	0.3	$1.1M		4.0k	281.11	View chart
Real Estate Select Sector Spdr Fund Exchange Traded Fund (XLRE)	0.3	$1.1M		29k	37.02	View chart
Microsoft Corp Common Stock (MSFT)	0.3	$1.1M	-7%	2.6k	406.64	View chart
Ishares Core Aggressive Allocation Etf Exchange Traded Fund (AOA)	0.3	$1.0M		14k	72.19	View chart
Spdr S&p 500 Etf Trust Exchange Traded Fund (SPY)	0.3	$996k		1.9k	511.17	View chart
Vanguard S&p 500 Etf Exchange Traded Fund (VOO)	0.3	$878k	-19%	1.9k	469.98	View chart
Vaneck Fallen Angel High Yield Bond Etf Exchange Traded Fund (ANGL)	0.3	$858k	-46%	30k	28.54	View chart
Public Svc Enterprise Grp Common Stock (PEG)	0.2	$802k		11k	70.45	View chart
Ishares Core Total Usd Bond Market Etf Exchange Traded Fund (IUSB)	0.2	$783k	-39%	18k	44.82	View chart
Nvidia Corporation Common Stock (NVDA)	0.2	$757k	+11%	853.00	887.00	View chart
Moodys Corp Common Stock (MCO)	0.2	$663k	-6%	1.7k	380.48	View chart
Amazon Common Stock (AMZN)	0.2	$612k		3.3k	186.21	View chart
Parsons Corp Del Common Stock (PSN)	0.2	$611k		7.8k	78.47	View chart
Virtus Seix Senior Loan Etf Exchange Traded Fund (SEIX)	0.2	$584k		24k	23.90	View chart
Energy Select Sector Spdr Fund Exchange Traded Fund (XLE)	0.2	$580k	+3%	6.3k	92.56	View chart
Abbvie Common Stock (ABBV)	0.2	$558k	-8%	3.4k	163.78	View chart
Vanguard Total International Bond Etf Exchange Traded Fund (BNDX)	0.1	$480k	-24%	9.9k	48.68	View chart
Linde Common Stock (LIN)	0.1	$472k		1.1k	423.60	View chart
Lockheed Martin Corp Common Stock (LMT)	0.1	$469k		1.0k	461.53	View chart
Schwab International Equity Etf Exchange Traded Fund (SCHF)	0.1	$468k	-23%	12k	38.52	View chart
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)	0.1	$457k	-28%	6.0k	76.22	View chart
Exxon Mobil Corp Common Stock (XOM)	0.1	$453k	+37%	3.9k	115.98	View chart
Ishares Msci Eafe Growth Etf Exchange Traded Fund (EFG)	0.1	$429k	-31%	4.2k	101.13	View chart
Alphabet Inc Cap Stk Cl A Common Stock (GOOGL)	0.1	$421k	-4%	2.5k	167.24	View chart
Cognizant Technology Solutions Cl A Common Stock (CTSH)	0.1	$419k	+158125%	6.3k	66.25	View chart
Thomson Reuters Corp Common Stock (TRI)	0.1	$375k	-2%	2.3k	164.74	View chart
Home Depot Common Stock (HD)	0.1	$358k	-9%	1.0k	342.72	View chart
Ishares Esg Aware Msci Usa Etf Exchange Traded Fund (ESGU)	0.1	$356k	-42%	3.2k	112.40	View chart
Alphabet Inc Cap Stk Cl C Common Stock (GOOG)	0.1	$351k		2.1k	168.99	View chart
Tesla Common Stock (TSLA)	0.1	$334k	+11%	1.8k	181.19	View chart
Abbott Labs Common Stock (ABT)	0.1	$306k		2.9k	105.89	View chart
Berkshire Hathaway Inc Del Cl B Common Stock (BRK.B)	0.1	$301k	+11%	750.00	400.87	View chart
Invesco Dorsey Wright Smallcap Momentum Etf Exchange Traded Fund (DWAS)	0.1	$292k	+21%	3.4k	87.06	View chart
Chevron Corp Common Stock (CVX)	0.1	$291k	+165%	1.8k	160.22	View chart
Vanguard High Dividend Yield Index Etf Exchange Traded Fund (VYM)	0.1	$283k		2.4k	117.12	View chart
Sempra Common Stock (SRE)	0.1	$281k		3.9k	72.92	View chart
Ishares Core Growth Allocation Etf Exchange Traded Fund (AOR)	0.1	$279k		5.1k	54.73	View chart
Ishares Msci Eafe Value Etf Exchange Traded Fund (EFV)	0.1	$277k	-53%	5.1k	54.57	View chart
Ishares Core Msci Emerging Markets Etf Exchange Traded Fund (IEMG)	0.1	$272k	-43%	5.1k	53.44	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Exchange Traded Fund (EMB)	0.1	$271k	-10%	3.1k	88.56	View chart
Spdr Portfolio S&p 500 Etf Exchange Traded Fund (SPLG)	0.1	$268k	-59%	4.5k	60.12	View chart
Nuveen Esg Large-cap Growth Etf Exchange Traded Fund (NULG)	0.1	$266k		3.6k	74.22	View chart
Meta Platforms Inc Cl A Common Stock (META)	0.1	$263k	+8%	582.00	451.23	View chart
Vanguard Short-term Corporate Bond Etf Exchange Traded Fund (VCSH)	0.1	$258k	-11%	3.4k	76.91	View chart
Invesco High Yield Equity Dividend Achievers Etf Exchange Traded Fund (PEY)	0.1	$244k	-18%	12k	20.10	View chart
Vanguard Mortgage-backed Securities Etf Exchange Traded Fund (VMBS)	0.1	$244k	-26%	5.5k	44.75	View chart
Spdr Russell 1000 Yield Focus Etf Exchange Traded Fund (ONEY)	0.1	$235k	+21%	2.2k	104.68	View chart
Ishares National Muni Bond Etf Exchange Traded Fund (MUB)	0.1	$231k	-27%	2.2k	106.65	View chart
Ishares Msci Usa Quality Factor Etf Exchange Traded Fund (QUAL)	0.1	$216k	-42%	1.4k	159.19	View chart
Ishares Mbs Etf Exchange Traded Fund (MBB)	0.1	$210k	-55%	2.3k	90.66	View chart
Ameriprise Finl Common Stock (AMP)	0.1	$209k		499.00	418.33	View chart
Vanguard Small Cap Value Etf Exchange Traded Fund (VBR)	0.1	$207k		1.1k	184.18	View chart
Vanguard Long-term Bond Etf Exchange Traded Fund (BLV)	0.1	$200k	-23%	2.9k	69.37	View chart
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)	0.1	$196k	-16%	8.8k	22.33	View chart
Merck & Co Common Stock (MRK)	0.1	$192k	-6%	1.5k	127.51	View chart
Vanguard Ftse All-world Ex-us Index Fund Exchange Traded Fund (VEU)	0.1	$189k	-13%	3.2k	58.63	View chart
Unitedhealth Group Common Stock (UNH)	0.1	$188k	-11%	382.00	491.20	View chart
Vanguard Ftse Emerging Markets Etf Exchange Traded Fund (VWO)	0.1	$185k	-12%	4.2k	43.63	View chart
Jpmorgan Chase & Co Common Stock (JPM)	0.1	$182k	-2%	957.00	190.44	View chart
Ishares Core S&p Mid-cap Etf Exchange Traded Fund (IJH)	0.1	$181k	+393%	3.1k	58.51	View chart
Ishares S&p 500 Growth Etf Exchange Traded Fund (IVW)	0.1	$178k	+16%	2.1k	83.37	View chart
Global X U.s. Infrastructure Development Etf Exchange Traded Fund (PAVE)	0.1	$173k		4.5k	38.29	View chart
Vanguard Total Stock Market Etf Exchange Traded Fund (VTI)	0.1	$171k	-50%	674.00	253.53	View chart
Ishares Core Moderate Allocation Etf Exchange Traded Fund (AOM)	0.1	$164k	+9%	3.9k	42.03	View chart
Blackrock U.s. Equity Factor Rotation Etf Exchange Traded Fund (DYNF)	0.0	$158k	NEW	3.6k	43.39	View chart
Ishares Esg Aware Msci Eafe Etf Exchange Traded Fund (ESGD)	0.0	$150k		1.9k	79.08	View chart
Vanguard Mid-cap Etf Exchange Traded Fund (VO)	0.0	$150k	-22%	623.00	240.96	View chart
Pimco Active Bond Exchange-traded Fund Exchange Traded Fund (BOND)	0.0	$150k	-68%	1.7k	90.01	View chart
Nuveen Esg Mid-cap Growth Etf Exchange Traded Fund (NUMG)	0.0	$147k		3.5k	42.34	View chart
Inspire Small/mid Cap Etf Exchange Traded Fund (ISMD)	0.0	$142k		4.1k	34.66	View chart
Walmart Common Stock (WMT)	0.0	$140k	+161%	2.3k	59.80	View chart
Equitable Hldgs Common Stock (EQH)	0.0	$139k	+39%	3.6k	38.54	View chart
Ishares Russell Midcap Etf Exchange Traded Fund (IWR)	0.0	$134k	-2%	1.7k	80.78	View chart
Verizon Communications Common Stock (VZ)	0.0	$134k	+43%	3.4k	38.89	View chart
Visa Inc Com Cl A Common Stock (V)	0.0	$131k	-11%	488.00	268.49	View chart
Mcdonalds Corp Common Stock (MCD)	0.0	$131k	-5%	484.00	270.32	View chart
Technology Select Sector Spdr Fund Exchange Traded Fund (XLK)	0.0	$130k	+5%	643.00	202.26	View chart
Conocophillips Common Stock (COP)	0.0	$130k	-13%	1.1k	122.23	View chart
Starbucks Corp Common Stock (SBUX)	0.0	$130k	-12%	1.8k	73.11	View chart
Ishares Russell 2000 Etf Exchange Traded Fund (IWM)	0.0	$130k	-5%	642.00	201.90	View chart
Ishares 20 Year Treasury Bond Etf Exchange Traded Fund (TLT)	0.0	$130k	-49%	1.4k	89.81	View chart
Vanguard Extended Market Etf Exchange Traded Fund (VXF)	0.0	$128k	-23%	757.00	168.48	View chart
Ishares U.s. Technology Etf Exchange Traded Fund (IYW)	0.0	$127k	-47%	965.00	132.03	View chart
Procter And Gamble Common Stock (PG)	0.0	$127k		772.00	164.25	View chart
Metlife Common Stock (MET)	0.0	$123k	-8%	1.7k	70.52	View chart
Broadcom Common Stock (AVGO)	0.0	$121k	-19%	95.00	1270.06	View chart
Proshares Ultrapro Qqq Exchange Traded Fund (TQQQ)	0.0	$116k	+5405%	2.0k	56.70	View chart
Disney Walt Common Stock (DIS)	0.0	$110k	+8%	967.00	113.55	View chart
Ishares Core International Aggregate Bond Etf Exchange Traded Fund (IAGG)	0.0	$110k	-70%	2.2k	49.67	View chart
Deere & Co Common Stock (DE)	0.0	$110k		273.00	400.96	View chart
Coca Cola Common Stock (KO)	0.0	$108k	-10%	1.7k	62.15	View chart
Ishares Msci Emerging Markets Ex China Etf Exchange Traded Fund (EMXC)	0.0	$108k	+27%	1.9k	57.70	View chart
Health Care Select Sector Spdr Fund Exchange Traded Fund (XLV)	0.0	$105k	+3%	743.00	140.67	View chart
Vanguard Total World Stock Etf Exchange Traded Fund (VT)	0.0	$104k		957.00	108.72	View chart
Pepsico Common Stock (PEP)	0.0	$104k	-10%	590.00	176.09	View chart
Vanguard Materials Etf Exchange Traded Fund (VAW)	0.0	$104k	-6%	527.00	197.01	View chart
Vanguard Total Bond Market Etf Exchange Traded Fund (BND)	0.0	$103k	-62%	1.4k	71.35	View chart
Ishares Core U.s. Aggregate Bond Etf Exchange Traded Fund (AGG)	0.0	$99k		1.0k	96.14	View chart
At&t Common Stock (T)	0.0	$97k		5.7k	16.85	View chart
Ishares S&p 500 Value Etf Exchange Traded Fund (IVE)	0.0	$92k	+16933%	511.00	180.32	View chart
Johnson & Johnson Common Stock (JNJ)	0.0	$91k	-34%	608.00	149.16	View chart
Qualcomm Common Stock (QCOM)	0.0	$88k	-6%	490.00	179.64	View chart
Costco Whsl Corp Common Stock (COST)	0.0	$86k	-13%	117.00	738.24	View chart
Salesforce Common Stock (CRM)	0.0	$85k	-18%	309.00	273.66	View chart
Schwab Us Aggregate Bond Etf Exchange Traded Fund (SCHZ)	0.0	$83k	-65%	1.8k	45.13	View chart
Caterpillar Common Stock (CAT)	0.0	$82k	-15%	243.00	336.75	View chart
Automatic Data Processing Common Stock (ADP)	0.0	$79k		325.00	241.89	View chart
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)	0.0	$76k	+2%	1.0k	73.37	View chart
Palo Alto Networks Common Stock (PANW)	0.0	$76k	-21%	257.00	296.21	View chart
Danaher Corporation Common Stock (DHR)	0.0	$75k	-16%	302.00	248.38	View chart
Servicenow Common Stock (NOW)	0.0	$75k	-20%	104.00	716.65	View chart
Accenture Plc Ireland Shs Class A Common Stock (ACN)	0.0	$73k	-22%	239.00	303.71	View chart
Vanguard S&p 500 Growth Etf Exchange Traded Fund (VOOG)	0.0	$71k		236.00	300.09	View chart
Apollo Global Mgmt Common Stock (APO)	0.0	$70k		642.00	109.46	View chart
International Business Machs Common Stock (IBM)	0.0	$70k		423.00	165.36	View chart
S&p Global Common Stock (SPGI)	0.0	$70k	-18%	164.00	425.18	View chart
Sherwin Williams Common Stock (SHW)	0.0	$69k	-6%	223.00	310.07	View chart
Gallagher Arthur J & Co Common Stock (AJG)	0.0	$69k	-17%	287.00	238.69	View chart
Netflix Common Stock (NFLX)	0.0	$68k	-24%	118.00	579.35	View chart
Costar Group Common Stock (CSGP)	0.0	$66k	-18%	728.00	91.23	View chart
Devon Energy Corp Common Stock (DVN)	0.0	$66k	+130300%	1.3k	50.54	View chart
Invesco S&p Smallcap Value With Momentum Etf Exchange Traded Fund (XSVM)	0.0	$66k	-9%	1.2k	54.45	View chart
Ishares Iboxx $ Investment Grade Corporate Bond Etf Exchange Traded Fund (LQD)	0.0	$66k	-62%	619.00	106.33	View chart
Consolidated Edison Common Stock (ED)	0.0	$66k	+42%	686.00	95.51	View chart
Vanguard Ftse Pacific Etf Exchange Traded Fund (VPL)	0.0	$65k	-26%	871.00	74.62	View chart
Proshares Inflation Expectations Etf Exchange Traded Fund (RINF)	0.0	$65k		2.0k	33.16	View chart
Grayscale Bitcoin Trust Exchange Traded Fund (GBTC)	0.0	$65k	NEW	1.2k	55.32	View chart
Eli Lilly & Co Common Stock (LLY)	0.0	$65k		88.00	734.98	View chart
Communication Services Select Sector Spdr Fund Exchange Traded Fund (XLC)	0.0	$64k	+9%	802.00	80.12	View chart
Nextera Energy Common Stock (NEE)	0.0	$64k		912.00	70.14	View chart
Mastercard Incorporated Cl A Common Stock (MA)	0.0	$63k	+2%	143.00	443.58	View chart
Blackrock Flexible Income Etf Exchange Traded Fund (BINC)	0.0	$63k	NEW	1.2k	51.96	View chart
Emerson Elec Common Stock (EMR)	0.0	$63k	-8%	589.00	106.49	View chart
Ishares 3-7 Year Treasury Bond Etf Exchange Traded Fund (IEI)	0.0	$62k		541.00	114.18	View chart
Waste Mgmt Inc Del Common Stock (WM)	0.0	$61k	+1120%	293.00	207.88	View chart
Uber Technologies Common Stock (UBER)	0.0	$60k	-17%	864.00	69.23	View chart
Pinterest Inc Cl A Common Stock (PINS)	0.0	$58k	-5%	1.4k	40.41	View chart
Pfizer Common Stock (PFE)	0.0	$57k	-24%	2.0k	27.81	View chart
Philip Morris Intl Common Stock (PM)	0.0	$57k	-19%	580.00	97.38	View chart
Rpm Intl Common Stock (RPM)	0.0	$56k		517.00	109.04	View chart
Invesco Db Base Metals Fund Exchange Traded Fund (DBB)	0.0	$56k		2.8k	20.32	View chart
Heico Corp Common Stock (HEI)	0.0	$56k	-21%	264.00	211.36	View chart
Monster Beverage Corp Common Stock (MNST)	0.0	$55k		992.00	55.00	View chart
Ishares Core High Dividend Etf Exchange Traded Fund (HDV)	0.0	$54k	-3%	496.00	108.25	View chart
Ishares Core S&p U.s. Growth Etf Exchange Traded Fund (IUSG)	0.0	$54k		463.00	115.52	View chart
Eaton Corp Common Stock (ETN)	0.0	$53k	-12%	166.00	320.50	View chart
Prudential Finl Common Stock (PRU)	0.0	$53k	-17%	474.00	112.22	View chart
Ishares Tips Bond Etf Exchange Traded Fund (TIP)	0.0	$53k	-47%	500.00	105.93	View chart
Intuit Common Stock (INTU)	0.0	$52k	-25%	83.00	629.28	View chart
Lam Research Corp Common Stock (LRCX)	0.0	$52k	-8%	57.00	908.54	View chart
Cisco Sys Common Stock (CSCO)	0.0	$51k	-60%	1.1k	47.09	View chart
General Dynamics Corp Common Stock (GD)	0.0	$51k	-13%	176.00	286.66	View chart
Southern Common Stock (SO)	0.0	$50k	-9%	662.00	75.84	View chart
Carrier Global Corporation Common Stock (CARR)	0.0	$49k	+2%	788.00	62.09	View chart
Asml Holding N V N Y Registry American Depository Receipt (ASML)	0.0	$49k	-15%	54.00	901.65	View chart
Blackrock Common Stock (BLK)	0.0	$49k	-16%	64.00	758.67	View chart
Vanguard Intermediate-term Corporate Bond Etf Exchange Traded Fund (VCIT)	0.0	$48k	-2%	606.00	79.16	View chart
West Pharmaceutical Svsc Common Stock (WST)	0.0	$48k	-21%	130.00	365.02	View chart
Ishares Russell 1000 Value Etf Exchange Traded Fund (IWD)	0.0	$47k	-17%	274.00	173.12	View chart
Consumer Discretionary Select Sector Spdr Fund Exchange Traded Fund (XLY)	0.0	$47k	+8%	263.00	177.25	View chart
Thermo Fisher Scientific Common Stock (TMO)	0.0	$46k	-59%	81.00	572.38	View chart
Tjx Cos Common Stock (TJX)	0.0	$45k	+3%	476.00	94.92	View chart
Analog Devices Common Stock (ADI)	0.0	$45k	-18%	226.00	199.63	View chart
Ishares Treasury Floating Rate Bond Etf Exchange Traded Fund (TFLO)	0.0	$45k	-85%	892.00	50.46	View chart
Novo-nordisk A S American Depository Receipt (NVO)	0.0	$44k		356.00	123.05	View chart
Verisk Analytics Common Stock (VRSK)	0.0	$43k	-14%	181.00	237.33	View chart
Valero Energy Corp Common Stock (VLO)	0.0	$43k	+140%	274.00	156.41	View chart
Comcast Corp New Cl A Common Stock (CMCSA)	0.0	$43k	-20%	1.1k	38.68	View chart
Mondelez Intl Inc Cl A Common Stock (MDLZ)	0.0	$43k	-21%	611.00	69.79	View chart
Sweetgreen Inc Com Cl A Common Stock (SG)	0.0	$42k		1.9k	22.10	View chart
Ishares S&p Mid-cap 400 Growth Etf Exchange Traded Fund (IJK)	0.0	$42k		475.00	87.89	View chart
Intuitive Surgical Common Stock (ISRG)	0.0	$41k	-34%	108.00	381.36	View chart
Ishares Core Conservative Allocation Etf Exchange Traded Fund (AOK)	0.0	$41k	+22%	1.1k	36.23	View chart
Nuveen Municipal Credit Inc Fd Com Sh Ben Int Closed End Fund (NZF)	0.0	$41k		3.4k	11.88	View chart
Ishares Gold Trust Exchange Traded Fund (IAU)	0.0	$41k	-6%	940.00	43.52	View chart
Oracle Corp Common Stock (ORCL)	0.0	$41k	-6%	352.00	115.50	View chart
Rtx Corporation Common Stock (RTX)	0.0	$40k	-17%	395.00	101.40	View chart
Nuveen Amt Free Qlty Mun Incme Closed End Fund (NEA)	0.0	$40k		3.7k	10.74	View chart
Fastenal Common Stock (FAST)	0.0	$40k	-23%	578.00	68.43	View chart
Micron Technology Common Stock (MU)	0.0	$40k		345.00	114.43	View chart
Stryker Corporation Common Stock (SYK)	0.0	$39k	-9%	120.00	327.30	View chart
Phillips 66 Common Stock (PSX)	0.0	$39k	+3%	271.00	143.11	View chart
Kla Corp Common Stock (KLAC)	0.0	$38k	+3%	55.00	696.60	View chart
Grainger W W Common Stock (GWW)	0.0	$38k	-21%	41.00	931.95	View chart
Wells Fargo Common Stock (WFC)	0.0	$38k		632.00	59.88	View chart
Ishares Msci Usa Min Vol Factor Etf Exchange Traded Fund (USMV)	0.0	$38k	-64%	465.00	81.11	View chart
Veeva Sys Inc Cl A Common Stock (VEEV)	0.0	$37k	-13%	183.00	203.45	View chart
Nike Inc Cl B Common Stock (NKE)	0.0	$37k	-3%	404.00	91.97	View chart
Vertex Pharmaceuticals Common Stock (VRTX)	0.0	$37k	-34%	91.00	401.09	View chart
Ryanair Holdings American Depository Receipt (RYAAY)	0.0	$36k	-7%	255.00	140.30	View chart
Otis Worldwide Corp Common Stock (OTIS)	0.0	$35k	-20%	384.00	92.12	View chart
Invesco Nasdaq 100 Etf Exchange Traded Fund (QQQM)	0.0	$35k		196.00	179.20	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Exchange Traded Fund (IGSB)	0.0	$35k		686.00	50.94	View chart
Ishares U.s. Energy Etf Exchange Traded Fund (IYE)	0.0	$35k	-5%	717.00	48.45	View chart
Chipotle Mexican Grill Common Stock (CMG)	0.0	$35k	-31%	11.00	3155.45	View chart
Allstate Corp Common Stock (ALL)	0.0	$35k		205.00	168.18	View chart
Motorola Solutions Common Stock (MSI)	0.0	$34k	-4%	97.00	353.70	View chart
Zacks Earnings Consistent Portfolio Etf Exchange Traded Fund (ZECP)	0.0	$34k	NEW	1.2k	27.46	View chart
Invesco Buyback Achievers Etf Exchange Traded Fund (PKW)	0.0	$34k		325.00	103.07	View chart
Gartner Common Stock (IT)	0.0	$33k		78.00	428.64	View chart
Royal Caribbean Group Common Stock (RCL)	0.0	$33k	+4%	241.00	138.21	View chart
Arista Networks Common Stock (ANET)	0.0	$33k	-10%	121.00	274.40	View chart
Applied Matls Common Stock (AMAT)	0.0	$33k	-3%	160.00	204.09	View chart
Zoetis Inc Cl A Common Stock (ZTS)	0.0	$33k	-33%	195.00	167.07	View chart
Ishares Global Tech Etf Exchange Traded Fund (IXN)	0.0	$33k		446.00	72.86	View chart
Csx Corp Common Stock (CSX)	0.0	$32k	-3%	950.00	33.85	View chart
Taiwan Semiconductor Mfg American Depository Receipt (TSM)	0.0	$32k	-66%	227.00	141.56	View chart
Consumer Staples Select Sector Spdr Fund Exchange Traded Fund (XLP)	0.0	$32k	-27%	424.00	75.73	View chart
Ansys Common Stock (ANSS)	0.0	$32k	-13%	100.00	319.52	View chart
Advanced Micro Devices Common Stock (AMD)	0.0	$32k	-28%	212.00	150.60	View chart
Ishares U.s. Infrastructure Etf Exchange Traded Fund (IFRA)	0.0	$32k	-43%	740.00	42.87	View chart
Copart Common Stock (CPRT)	0.0	$31k	-24%	566.00	55.20	View chart
Ishares Silver Trust Exchange Traded Fund (SLV)	0.0	$31k		1.3k	24.22	View chart
Texas Instrs Common Stock (TXN)	0.0	$31k	-31%	172.00	178.91	View chart
Flex Ltd Ord Common Stock (FLEX)	0.0	$31k		1.1k	27.90	View chart
Bank America Corp Common Stock (BAC)	0.0	$30k	-5%	805.00	37.25	View chart
Ishares Msci Global Min Vol Factor Etf Exchange Traded Fund (ACWV)	0.0	$30k		290.00	103.34	View chart
Cardinal Health Common Stock (CAH)	0.0	$30k		302.00	98.72	View chart
Ishares Msci Usa Value Factor Etf Exchange Traded Fund (VLUE)	0.0	$30k	-8%	293.00	101.44	View chart
Blackrock Ultra Short-term Bond Etf Exchange Traded Fund (ICSH)	0.0	$29k		583.00	50.29	View chart
Kinder Morgan Inc Del Common Stock (KMI)	0.0	$29k	-9%	1.6k	18.57	View chart
Marsh & Mclennan Cos Common Stock (MMC)	0.0	$29k	-16%	147.00	199.27	View chart
Twilio Inc Cl A Common Stock (TWLO)	0.0	$29k		473.00	61.89	View chart
Spdr S&p Global Natural Resources Etf Exchange Traded Fund (GNR)	0.0	$29k		496.00	58.40	View chart
Ishares Msci Emerging Markets Min Vol Factor Etf Exchange Traded Fund (EEMV)	0.0	$29k	-19%	505.00	56.97	View chart
Agilent Technologies Common Stock (A)	0.0	$29k	+21%	206.00	139.45	View chart
Paypal Hldgs Common Stock (PYPL)	0.0	$29k	-29%	437.00	65.70	View chart
United Parcel Service Inc Cl B Common Stock (UPS)	0.0	$29k	-3%	196.00	146.43	View chart
Dexcom Common Stock (DXCM)	0.0	$29k	+124%	222.00	128.37	View chart

Past Filings by Cornerstone Planning Group

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

Cornerstone Planning Group 2024 Q1 filed May 7, 2024
Cornerstone Planning Group 2023 Q4 filed Feb. 12, 2024
Cornerstone Planning Group 2023 Q3 filed Nov. 8, 2023
Cornerstone Planning Group 2023 Q2 filed Aug. 15, 2023
Cornerstone Planning Group 2022 Q4 filed Feb. 14, 2023

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