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 |
|---|---|---|---|---|---|---|---|
| JNJJohnson & Johnson | Stock | 21,490 | $444.2 萬 | 1.0% | – | – | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 5,116 | $450.7 萬 | 1.0% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 7,860 | $451.7 萬 | 1.0% | – | – | 歷史 |
| iShares Core High Dividend ETF46429B663 | ETF | 37,398 | $456.7 萬 | 1.1% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 14,179 | $458.1 萬 | 1.1% | – | – | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 23,400 | $502.4 萬 | 1.2% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 7,699 | $509.9 萬 | 1.2% | – | – | 歷史 |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 233,438 | $547.0 萬 | 1.3% | – | – | – |
| PLTRPalantir Technologies Inc. | Stock | 31,716 | $565.1 萬 | 1.3% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 53,566 | $599.1 萬 | 1.4% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 13,335 | $647.4 萬 | 1.5% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 21,507 | $674.7 萬 | 1.6% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 29,872 | $687.1 萬 | 1.6% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 20,363 | $704.9 萬 | 1.6% | – | – | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J460 | INVSCO 30 CORP | 426,805 | $722.8 萬 | 1.7% | – | – | – |
| iShares Ibonds Dec 2030 Term Corporate ETF46436E726 | ETF | 328,400 | $725.4 萬 | 1.7% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J577 | BULETSHS 2029 | 390,874 | $736.8 萬 | 1.7% | – | – | – |
| iShares Ibonds Dec 2028 Term Corporate ETF46435U515 | ETF | 339,238 | $864.4 萬 | 2.0% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 440,019 | $869.4 萬 | 2.0% | – | – | – |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | 358,586 | $871.5 萬 | 2.0% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J643 | INVSCO BLSH 28 | 423,997 | $874.2 萬 | 2.0% | – | – | – |
| iShares Tr46436E858 | IBONDS 26 TRM TS | 407,892 | $933.9 萬 | 2.2% | – | – | – |
| AAPLApple Inc. | Stock | 35,938 | $976.5 萬 | 2.3% | – | – | 歷史 |
| iShares Ibonds 2026 Term High Yield and Income ETF46436E528 | ETF | 441,148 | $1,019 萬 | 2.4% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J635 | INVSCO BLSH 26 | 436,296 | $1,019 萬 | 2.4% | – | – | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 120,668 | $1,161 萬 | 2.7% | – | – | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 194,228 | $1,165 萬 | 2.7% | – | – | – |
| NVDANVIDIA Corp | Stock | 73,783 | $1,370 萬 | 3.2% | – | – | 歷史 |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | 595,283 | $1,444 萬 | 3.4% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 754,394 | $1,478 萬 | 3.4% | – | – | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 731,374 | $1,968 萬 | 4.6% | – | – | – |