Holdings
Cornerstone Planning Group LLC
As of Sep 30, 2026, Cornerstone Planning Group LLC reported 170 positions worth US$804M. Largest: Invesco NASDAQ 100 ETF, Fidelity Enhanced International ETF and Schwab Fundamental U.S. Large Company ETF. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Invesco NASDAQ 100 ETF | 304K | US$94.2M | new | Sep 30, 2026 |
| Fidelity Enhanced International ETF | 1.9M | US$75.6M | new | Sep 30, 2026 |
| Schwab Fundamental U.S. Large Company ETF | 1.75M | US$56.1M | new | Sep 30, 2026 |
| iShares U.S. SmallCap Equity Factor ETF | 493K | US$42.1M | new | Sep 30, 2026 |
| iShares Morningstar Mid-Cap Growth ETF | 396K | US$38.5M | new | Sep 30, 2026 |
| Vanguard Intermediate-Term Bond ETF | 512K | US$37.3M | new | Sep 30, 2026 |
| Pacer Aristotle Pacific Floating Rate High Income ETF | 681K | US$31.7M | new | Sep 30, 2026 |
| iShares Core S&P 500 ETF | 29,954 | US$23.4M | new | Sep 30, 2026 |
| iShares Convertible Bond ETF | 184K | US$20.6M | new | Sep 30, 2026 |
| First Trust Long/Short Equity ETF | 253K | US$19.6M | new | Sep 30, 2026 |