Cornerstone Planning Group LLC
- SEC CIK
- 0001822587
- 最新申報
- 2026/7/29
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/2/14 申報。只含多頭部位。
- 持股檔數
- 1,561
- 2022 年第 3 季沒有申報
- 總值
- $2.39 億
- 2022 年第 3 季沒有申報
Cornerstone Planning Group LLC 沒有申報 2022 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 |
|---|---|---|---|---|---|---|---|
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 544,601 | $2,445 萬 | 10.2% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 82,459 | $2,269 萬 | 9.5% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 212,617 | $1,595 萬 | 6.7% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 110,254 | $1,087 萬 | 4.6% | – | – | – |
| iShares Tr464288307 | MRGSTR MD CP GRW | 161,168 | $894.3 萬 | 3.7% | – | – | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 100,025 | $771.6 萬 | 3.2% | – | – | – |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 258,040 | $720.2 萬 | 3.0% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 93,631 | $715.2 萬 | 3.0% | – | – | – |
| iShares Tr46435G102 | CONV BD ETF | 92,118 | $659.8 萬 | 2.8% | – | – | – |
| First Tr Exch TRD Alphdx FD33737J307 | EM SML CP ALPH | 128,509 | $513.4 萬 | 2.2% | – | – | – |
| First Tr Exch Traded FD III33739P103 | LNG/SHT EQUITY | 101,327 | $500.2 萬 | 2.1% | – | – | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 33,944 | $468.9 萬 | 2.0% | – | – | – |
| Vanguard Materials ETF92204A801 | ETF | 24,548 | $438.0 萬 | 1.8% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 11,169 | $436.2 萬 | 1.8% | – | – | – |
| iShares Tr464288562 | RESIDENTIAL MULT | 56,347 | $402.5 萬 | 1.7% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 52,399 | $389.9 萬 | 1.6% | – | – | – |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 29,429 | $361.9 萬 | 1.5% | – | – | – |
| AAPLApple Inc. | Stock | 24,485 | $331.2 萬 | 1.4% | – | – | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 68,653 | $319.4 萬 | 1.3% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 79,593 | $274.7 萬 | 1.2% | – | – | – |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 53,581 | $245.1 萬 | 1.0% | – | – | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 27,446 | $236.5 萬 | 1.0% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 6,149 | $219.6 萬 | 0.9% | – | – | – |
| Fidelity High Dividend ETF316092840 | ETF | 57,445 | $219.3 萬 | 0.9% | – | – | – |
| Victory Portfolios II92647N535 | SHORT TRM BD ETF | 41,527 | $203.8 萬 | 0.9% | – | – | – |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 60,727 | $151.0 萬 | 0.6% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 19,321 | $147.5 萬 | 0.6% | – | – | – |
| iShares Tr464288877 | EAFE VALUE ETF | 29,614 | $144.5 萬 | 0.6% | – | – | – |
| United States Treasury Notes Note9128283U2 | NOTE | – | $139.7 萬 | 0.6% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 6,338 | $138.9 萬 | 0.6% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 7,060 | $137.7 萬 | 0.6% | – | – | – |
| First Tr Exchange-Traded FD33739Q507 | SSI STRG ETF | 42,686 | $137.0 萬 | 0.6% | – | – | – |
| Vanguard Admiral FDS Inc921932828 | SMLLCP 600 IDX | 7,165 | $129.4 萬 | 0.5% | – | – | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 25,903 | $126.8 萬 | 0.5% | – | – | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 13,994 | $126.5 萬 | 0.5% | – | – | – |
| iShares Tr46434V803 | HDG MSCI EAFE | 44,166 | $126.0 萬 | 0.5% | – | – | – |
| iShares Tr46435G474 | FALN ANGLS USD | 48,224 | $122.6 萬 | 0.5% | – | – | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 31,146 | $120.8 萬 | 0.5% | – | – | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 50,287 | $117.8 萬 | 0.5% | – | – | – |
| United States Treasury Notes Note912828ZD5 | NOTE | – | $105.8 萬 | 0.4% | – | – | – |
| iShares Tr464288588 | MBS ETF | 10,546 | $101.4 萬 | 0.4% | – | – | – |
| Invesco Exchange Traded FD T46137V464 | S&P MDCP MOMNTUM | 11,959 | $90.6 萬 | 0.4% | – | – | – |
| AXPAmerican Express Co | Stock | 5,951 | $87.4 萬 | 0.4% | – | – | 歷史 |
| MCOMoodys Corp | Stock | 2,449 | $76.7 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 3,362 | $72.0 萬 | 0.3% | – | – | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 15,240 | $72.0 萬 | 0.3% | – | – | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 9,042 | $70.6 萬 | 0.3% | – | – | – |
| MSFTMicrosoft Corp | Stock | 2,967 | $68.8 萬 | 0.3% | – | – | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 11,159 | $67.0 萬 | 0.3% | – | – | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 5,197 | $64.9 萬 | 0.3% | – | – | – |
| iShares Tr464289859 | CORE 80 20 ETF | 10,346 | $64.3 萬 | 0.3% | – | – | – |
| PSNParsons Corp | COM | 13,784 | $58.0 萬 | 0.2% | – | – | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 13,487 | $56.6 萬 | 0.2% | – | – | – |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 7,957 | $52.7 萬 | 0.2% | – | – | – |
| First Tr Exchange-Traded FD33734X168 | MATERIALS ALPH | 7,748 | $51.2 萬 | 0.2% | – | – | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 4,343 | $50.3 萬 | 0.2% | – | – | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 4,949 | $46.5 萬 | 0.2% | – | – | – |
| Invesco Exchange Traded FD T46137V563 | HIG YLD EQ DIV | 22,420 | $46.4 萬 | 0.2% | – | – | – |
| iShares Tr46435G672 | CORE INTL AGGR | 9,353 | $45.7 萬 | 0.2% | – | – | – |
| LMTLockheed Martin Corp | Stock | 1,012 | $44.5 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 4,078 | $44.1 萬 | 0.2% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 8,658 | $43.7 萬 | 0.2% | – | – | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 7,261 | $43.7 萬 | 0.2% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,071 | $43.3 萬 | 0.2% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 5,835 | $41.8 萬 | 0.2% | – | – | – |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 6,633 | $41.0 萬 | 0.2% | – | – | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 2,917 | $40.4 萬 | 0.2% | – | – | – |
| Virtus ETF Tr II92790A405 | SEIX SR LN ETF | 16,968 | $40.1 萬 | 0.2% | – | – | – |
| SPDR Index Shs FDS78463X756 | ST MARKE CAP ETF | 7,685 | $39.4 萬 | 0.2% | – | – | – |
| LINLinde PLC | SHS | 1,212 | $39.3 萬 | 0.2% | – | – | 歷史 |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 12,908 | $38.3 萬 | 0.2% | – | – | – |
| HDHome Depot, Inc. | Stock | 1,200 | $37.3 萬 | 0.2% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 3,035 | $33.8 萬 | 0.1% | – | – | 歷史 |
| Exchange Traded Concepts Tr301505806 | HULL TACTIC US | 11,280 | $31.6 萬 | 0.1% | – | – | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 7,523 | $31.5 萬 | 0.1% | – | – | – |
| iShares Inc464286533 | MSCI EMERG MRKT | 5,638 | $31.0 萬 | 0.1% | – | – | – |
| SRESempra | Stock | 1,964 | $30.6 萬 | 0.1% | – | – | 歷史 |
| iShares Tr46434V878 | ULTRA SHORT DUR | 6,045 | $30.4 萬 | 0.1% | – | – | – |
| AMZNAmazon Com Inc | Stock | 3,157 | $29.6 萬 | 0.1% | – | – | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,600 | $28.0 萬 | 0.1% | – | – | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 3,096 | $27.5 萬 | 0.1% | – | – | – |
| US Treasury91282CBU4 | FIXED | – | $27.0 萬 | 0.1% | – | – | – |
| AMPAmeriprise Financial Inc | COM | 798 | $25.8 萬 | 0.1% | – | – | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,555 | $25.7 萬 | 0.1% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,558 | $25.6 萬 | 0.1% | – | – | – |
| US Treasury91282CBG5 | FIXED | – | $25.1 萬 | 0.1% | – | – | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 2,711 | $24.3 萬 | 0.1% | – | – | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 4,706 | $23.9 萬 | 0.1% | – | – | – |
| JNJJohnson & Johnson | Stock | 1,353 | $23.0 萬 | 0.1% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 2,065 | $22.7 萬 | 0.1% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 453 | $21.9 萬 | 0.1% | – | – | 歷史 |
| CVXChevron Corp | Stock | 1,207 | $21.6 萬 | 0.1% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 4,636 | $21.5 萬 | 0.1% | – | – | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 1,967 | $21.5 萬 | 0.1% | – | – | – |
| TSLATesla, Inc. | Stock | 1,670 | $21.2 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464289867 | CORE 60 BALA ETF | 4,297 | $21.1 萬 | 0.1% | – | – | – |
| iShares Tr46436E619 | ESG ADVAN ETF | 4,839 | $21.1 萬 | 0.1% | – | – | – |
| TRIThomson Reuters Corp | COM NEW | 1,725 | $20.2 萬 | 0.1% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 658 | $20.1 萬 | 0.1% | – | – | 歷史 |
| iShares Core High Dividend ETF46429B663 | ETF | 1,871 | $19.4 萬 | 0.1% | – | – | – |