Cornerstone Retirement Group, Inc.
- SEC CIK
- 0001791803
- Latest filing
- Oct 26, 2023
Holdings in Q3 2021
Holdings as of Sep 30, 2021, filed Nov 12, 2021. Long positions only; changes compare share counts with Q2 2021.
- Positions
- 2
- 0 vs. Q2 2021
- Portfolio value
- $496.7M
- +$16.5M (+3.4%) vs. Q2 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 2,460,007 | $271.7M | 54.7% | +48,776+2.0% | Added | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 493,826 | $225.0M | 45.3% | +6,721+1.4% | Added | History |