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Cornerstone Retirement Group, Inc.

SEC CIK
0001791803
Latest filing
Oct 26, 2023

Holdings in Q4 2021

Holdings as of Dec 31, 2021, filed Jan 20, 2022. Long positions only; changes compare share counts with Q3 2021.

Institution overview
Positions
2
0 vs. Q3 2021
Portfolio value
$542.1M
+$45.5M (+9.2%) vs. Q3 2021
Filed
Jan 20, 2022
SEC
Holdings of Cornerstone Retirement Group, Inc. in Q4 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF1,508$300.6M55.4%−2,458,499−99.9%Reduced–
SPYSPDR S&P 500 ETF TrustETF1,507$241.6M44.6%−492,319−99.7%ReducedHistory