Cornerstone Planning, LLC
- SEC CIK
- 0001802105
- 最新申報
- 2026/7/29
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/3/17 申報。只含多頭部位。
- 持股檔數
- 131
- 2025 年第 3 季沒有申報
- 總值
- $4.31 億
- 2025 年第 3 季沒有申報
Cornerstone Planning, LLC 沒有申報 2025 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap ETF808524201 | ETF | 731,374 | $1,968 萬 | 4.6% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 754,394 | $1,478 萬 | 3.4% | – | – | – |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | 595,283 | $1,444 萬 | 3.4% | – | – | – |
| NVDANVIDIA Corp | Stock | 73,783 | $1,370 萬 | 3.2% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 194,228 | $1,165 萬 | 2.7% | – | – | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 120,668 | $1,161 萬 | 2.7% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J635 | INVSCO BLSH 26 | 436,296 | $1,019 萬 | 2.4% | – | – | – |
| iShares Ibonds 2026 Term High Yield and Income ETF46436E528 | ETF | 441,148 | $1,019 萬 | 2.4% | – | – | – |
| AAPLApple Inc. | Stock | 35,938 | $976.5 萬 | 2.3% | – | – | 歷史 |
| iShares Tr46436E858 | IBONDS 26 TRM TS | 407,892 | $933.9 萬 | 2.2% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J643 | INVSCO BLSH 28 | 423,997 | $874.2 萬 | 2.0% | – | – | – |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | 358,586 | $871.5 萬 | 2.0% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 440,019 | $869.4 萬 | 2.0% | – | – | – |
| iShares Ibonds Dec 2028 Term Corporate ETF46435U515 | ETF | 339,238 | $864.4 萬 | 2.0% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J577 | BULETSHS 2029 | 390,874 | $736.8 萬 | 1.7% | – | – | – |
| iShares Ibonds Dec 2030 Term Corporate ETF46436E726 | ETF | 328,400 | $725.4 萬 | 1.7% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J460 | INVSCO 30 CORP | 426,805 | $722.8 萬 | 1.7% | – | – | – |
| AVGOBroadcom Inc. | Stock | 20,363 | $704.9 萬 | 1.6% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 29,872 | $687.1 萬 | 1.6% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 21,507 | $674.7 萬 | 1.6% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 13,335 | $647.4 萬 | 1.5% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 53,566 | $599.1 萬 | 1.4% | – | – | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 31,716 | $565.1 萬 | 1.3% | – | – | 歷史 |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 233,438 | $547.0 萬 | 1.3% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 7,699 | $509.9 萬 | 1.2% | – | – | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 23,400 | $502.4 萬 | 1.2% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 14,179 | $458.1 萬 | 1.1% | – | – | 歷史 |
| iShares Core High Dividend ETF46429B663 | ETF | 37,398 | $456.7 萬 | 1.1% | – | – | – |
| CATCaterpillar Inc | Stock | 7,860 | $451.7 萬 | 1.0% | – | – | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 5,116 | $450.7 萬 | 1.0% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 21,490 | $444.2 萬 | 1.0% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 14,687 | $436.6 萬 | 1.0% | – | – | 歷史 |
| BACBank of America Corp | Stock | 77,448 | $425.0 萬 | 1.0% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 3,953 | $422.6 萬 | 1.0% | – | – | 歷史 |
| AXPAmerican Express Co | Stock | 10,613 | $394.1 萬 | 0.9% | – | – | 歷史 |
| Vanguard Wellington FD921935409 | US MINIMUM | 29,709 | $389.5 萬 | 0.9% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 7,747 | $386.3 萬 | 0.9% | – | – | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 39,812 | $376.5 萬 | 0.9% | – | – | – |
| VVisa Inc. | Stock | 10,682 | $368.8 萬 | 0.9% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 47,212 | $363.7 萬 | 0.8% | – | – | 歷史 |
| MSMorgan Stanley | Stock | 20,302 | $361.8 萬 | 0.8% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 14,972 | $342.1 萬 | 0.8% | – | – | 歷史 |
| GDGeneral Dynamics Corp | Stock | 10,107 | $341.6 萬 | 0.8% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 28,209 | $337.1 萬 | 0.8% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 16,760 | $328.0 萬 | 0.8% | – | – | 歷史 |
| MAMastercard Inc | Stock | 5,681 | $325.5 萬 | 0.8% | – | – | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 12,578 | $324.9 萬 | 0.8% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 34,400 | $324.5 萬 | 0.8% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 18,305 | $314.5 萬 | 0.7% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 44,625 | $313.4 萬 | 0.7% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 12,875 | $312.0 萬 | 0.7% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 29,204 | $308.5 萬 | 0.7% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 21,423 | $308.4 萬 | 0.7% | – | – | 歷史 |
| CBChubb Ltd | Stock | 9,745 | $305.5 萬 | 0.7% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,483 | $300.3 萬 | 0.7% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 26,261 | $300.0 萬 | 0.7% | – | – | 歷史 |
| CVXChevron Corp | Stock | 19,497 | $298.6 萬 | 0.7% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 22,706 | $285.8 萬 | 0.7% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 68,539 | $280.7 萬 | 0.7% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 10,464 | $278.4 萬 | 0.6% | – | – | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 14,939 | $276.6 萬 | 0.6% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 7,987 | $276.3 萬 | 0.6% | – | – | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 13,337 | $272.3 萬 | 0.6% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 18,321 | $264.4 萬 | 0.6% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 14,854 | $259.2 萬 | 0.6% | – | – | 歷史 |
| BXBlackstone Inc. | COM | 16,196 | $250.8 萬 | 0.6% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 12,775 | $250.5 萬 | 0.6% | – | – | 歷史 |
| SHWSherwin Williams Co | COM | 7,462 | $243.5 萬 | 0.6% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 7,013 | $229.5 萬 | 0.5% | – | – | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 7,533 | $219.3 萬 | 0.5% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 6,562 | $215.5 萬 | 0.5% | – | – | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 24,144 | $214.2 萬 | 0.5% | – | – | – |
| NUENucor Corp | COM | 12,756 | $208.8 萬 | 0.5% | – | – | 歷史 |
| BABoeing Co | Stock | 9,425 | $205.3 萬 | 0.5% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 6,033 | $185.1 萬 | 0.4% | – | – | 歷史 |
| iShares Ibonds Dec 2029 Term Corporate ETF46436E205 | ETF | 75,828 | $177.5 萬 | 0.4% | – | – | – |
| MMM3M Co | Stock | 10,556 | $170.1 萬 | 0.4% | – | – | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 6,484 | $160.5 萬 | 0.4% | – | – | 歷史 |
| DUKDuke Energy CORP | Stock | 14,129 | $160.2 萬 | 0.4% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,585 | $158.8 萬 | 0.4% | – | – | – |
| CLColgate Palmolive Co | Stock | 18,158 | $144.2 萬 | 0.3% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 22,307 | $143.1 萬 | 0.3% | – | – | 歷史 |
| TGTTarget Corp | Stock | 14,268 | $140.2 萬 | 0.3% | – | – | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 48,984 | $128.5 萬 | 0.3% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,799 | $112.8 萬 | 0.3% | – | – | – |
| NEENextera Energy Inc | Stock | 11,656 | $94.1 萬 | 0.2% | – | – | 歷史 |
| SRESempra | Stock | 10,413 | $92.4 萬 | 0.2% | – | – | 歷史 |
| DDominion Energy, Inc | Stock | 15,351 | $90.4 萬 | 0.2% | – | – | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 7,515 | $87.1 萬 | 0.2% | – | – | 歷史 |
| CEGConstellation Energy Corp | Stock | 2,440 | $86.6 萬 | 0.2% | – | – | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 10,612 | $85.6 萬 | 0.2% | – | – | 歷史 |
| SOSouthern Co | Stock | 9,550 | $83.6 萬 | 0.2% | – | – | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 9,000 | $82.1 萬 | 0.2% | – | – | 歷史 |
| EXCExelon Corp | Stock | 18,555 | $81.2 萬 | 0.2% | – | – | 歷史 |
| Vanguard Utilities ETF92204A876 | ETF | 4,325 | $80.1 萬 | 0.2% | – | – | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,477 | $69.2 萬 | 0.2% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 1,528 | $66.5 萬 | 0.2% | – | – | 歷史 |
| VSTVistra Corp. | Stock | 4,161 | $65.9 萬 | 0.2% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,260 | $64.6 萬 | 0.2% | – | – | 歷史 |
| SHOPShopify Inc. | Stock | 3,958 | $63.7 萬 | 0.1% | – | – | 歷史 |