Holdings
Cornerstone Management, Inc.
As of Sep 30, 2026, Cornerstone Management, Inc. reported 66 positions worth US$673M. Largest: Vanguard Morningstar Growth ETF, JPMorgan Ultra-Short Income ETF and Vanguard Morningstar Value ETF. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Vanguard Morningstar Growth ETF | 1.81M | US$163M | new | Sep 30, 2026 |
| JPMorgan Ultra-Short Income ETF | 2.39M | US$120M | new | Sep 30, 2026 |
| Vanguard Morningstar Value ETF | 460K | US$99.4M | new | Sep 30, 2026 |
| iShares Core U.S. Aggregate Bond ETF | 437K | US$41.3M | new | Sep 30, 2026 |
| iShares MSCI EAFE ETF | 276K | US$28.6M | new | Sep 30, 2026 |
| State Street SPDR Bloomberg Investment Grade Floating Rate ETF | 878K | US$27.1M | new | Sep 30, 2026 |
| Sovereign's Capital Flourish Fund | 618K | US$18.4M | new | Sep 30, 2026 |
| Dimensional Short-Duration Fixed Income ETF | 392K | US$18.2M | new | Sep 30, 2026 |
| Berkshire Hathaway Inc. | 15,774 | US$16.1M | −16,505 | Sep 30, 2026 |
| Vanguard Morningstar Total Stock Market ETF | 41,589 | US$15.6M | new | Sep 30, 2026 |