Cornerstone Planning Group LLC
CIK Number: 0001822587
378.42M
Market Value
1,162
# of Holdings
4 months
Avg. Holding Period
67.19%
Win Rate
0.01%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Invesco Qqq Tru... | 526.92 | -0.57% | 134.10K | +4.38% | 67.07M | 381.53 | 17.72% | |
| 2 | Vanguard Ftse D... | 50.10 | -0.98% | 1.01M | +6.13% | 51.38M | 46.87 | 13.58% | |
| 3 | Schwab Fundamen... | 24.47 | -0.37% | 1.31M | +100.00% | 31.27M | 23.79 | 8.26% | |
| 4 | Ishares U.S. Sm... | 72.01 | -0.98% | 362.23K | +100.00% | 24.19M | 66.35 | 6.39% | |
| 5 | Ishares Morning... | 79.88 | -0.41% | 310.15K | +5.99% | 22.98M | 62.32 | 6.07% |
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