Cornerstone Planning, LLC
- SEC CIK
- 0001802105
- Latest filing
- Jul 29, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Apr 1, 2025. Long positions only.
- Positions
- 112
- No filing for Q3 2024
- Portfolio value
- $261.8M
- No filing for Q3 2024
Cornerstone Planning, LLC did not file a 13F for Q3 2024, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 16,027 | $3.85M | 1.5% | – | – | – |
| AMZNAmazon Com Inc | Stock | 17,616 | $3.86M | 1.5% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 6,666 | $3.90M | 1.5% | – | – | History |
| AVGOBroadcom Inc. | Stock | 20,580 | $4.77M | 1.8% | – | – | History |
| MSFTMicrosoft Corp | Stock | 11,435 | $4.82M | 1.8% | – | – | History |
| AAPLApple Inc. | Stock | 20,211 | $5.06M | 1.9% | – | – | History |
| SPDR Series Trust78468R523 | ST STR BL 12 ETF | 69,739 | $6.91M | 2.6% | – | – | – |
| NVDANVIDIA Corp | Stock | 62,485 | $8.39M | 3.2% | – | – | History |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 573,497 | $13.3M | 5.1% | – | – | – |
| iShares Tr46436E866 | IBONDS 25 TRM TS | 740,480 | $17.3M | 6.6% | – | – | – |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 715,929 | $17.9M | 6.9% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 1,083,748 | $22.4M | 8.5% | – | – | – |