Cornerstone Retirement Group, Inc.
- SEC CIK
- 0001791803
- Latest filing
- Oct 26, 2023
Holdings in Q1 2022
Holdings as of Mar 31, 2022, filed May 6, 2022. Long positions only; changes compare share counts with Q4 2021.
- Positions
- 3
- +1 vs. Q4 2021
- Portfolio value
- $532.5M
- −$9.62M (−1.8%) vs. Q4 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | 590,323 | $258.6M | 48.6% | +588,816+39,072.1% | Added | History |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 1,827,938 | $201.5M | 37.8% | +1,826,430+121,116.0% | Added | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 702,333 | $72.5M | 13.6% | +702,333 | New | – |