Cornerstone Planning Group LLC
CIK Number: 0001822587
407.14M
Market Value
1,286
# of Holdings
4 months
Avg. Holding Period
33.40%
Win Rate
0.02%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco QQQ Tru... | 450.37 | -5.41% | 123.6K | -7.82% | 63.56M | 381.53 | 15.61% |
| 2 | VEA | Vanguard Develo... | 50.06 | -2.13% | 1.07M | +5.11% | 53.18M | 46.92 | 13.06% |
| 3 | BIV | Vanguard Interm... | 77.05 | +0.70% | 458.09K | +134.57% | 34.45M | 74.93 | 8.46% |
| 4 | FNDX | Schwab Fundamen... | 22.64 | -4.65% | 1.36M | +3.59% | 33.56M | 23.92 | 8.24% |
| 5 | SMLF | iShares MSCI US... | 59.10 | -7% | 371.48K | +2.55% | 26.09M | 66.38 | 6.41% |
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