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Portfolio (Quarterly) Guide ↗

Cornerstone Planning Group LLC

· CIK 0001822587
13F Portfolio $624M AUM Filed Nov 4, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 1694 New
Page 13 of 85  ·  1,694 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 ETHE GRAYSCALE ETHEREUM TRUST ETF Financial Services 2,700.0 $82K 0.01% NEW $30.27 -42.7%
242 FSEC FIDELITY INVESTMENT GRADE SECURITIZED ETF 1,842.0 $82K 0.01% NEW $44.31 -1.2%
243 HEDJ WISDOMTREE EUROPE HEDGED EQUITY FUND 934.0 $81K 0.01% NEW $86.87 -35.2%
244 LMT LOCKHEED MARTIN CORP COM Industrials 164.0 $80K 0.01% NEW $489.37 +6.8%
245 EME EMCOR GROUP INC COM Industrials 123.0 $80K 0.01% NEW $648.00 +31.0%
246 IWR ISHARES RUSSELL MIDCAP ETF 573.0 $79K 0.01% NEW $137.51 -23.6%
247 IUSG ISHARES CORE S&P U.S. GROWTH ETF 463.0 $78K 0.01% NEW $169.30 +10.2%
248 SFL SFL CORPORATION LTD SHS Industrials 1,048.0 $78K 0.01% NEW $74.71 -83.0%
249 C CITIGROUP INC COM NEW Financial Services 769.0 $77K 0.01% NEW $100.17 +25.0%
250 ICF ISHARES SELECT U.S. REIT ETF 1,274.0 $77K 0.01% NEW $60.46 +12.8%
251 AMAT APPLIED MATLS INC COM Technology 329.0 $77K 0.01% NEW $232.70 +83.7%
252 SJNK SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF 161.0 $77K 0.01% NEW $475.32 -94.7%
253 TIP ISHARES TIPS BOND ETF 655.0 $73K 0.01% NEW $111.25 -0.8%
254 EEMA ISHARES MSCI EMERGING MARKETS ASIA ETF 752.0 $72K 0.01% NEW $96.22 +17.3%
255 TSCO TRACTOR SUPPLY CO COM Consumer Cyclical 162.0 $72K 0.01% NEW $446.37 -92.9%
256 PCTY PAYLOCITY HLDG CORP COM Technology 1,064.0 $72K 0.01% NEW $67.93 +64.5%
257 ASTRAZENECA PLC SPONSORED ADR 876.0 $72K 0.01% NEW $82.34
258 ADI ANALOG DEVICES INC COM Technology 309.0 $72K 0.01% NEW $232.61 +65.2%
259 ISHARES MSCI INTL QUALITY FACTOR ETF 1,602.0 $72K 0.01% NEW $44.72
260 SPMO INVESCO S&P 500 MOMENTUM ETF 586.0 $71K 0.01% NEW $121.80 +18.8%
Page 13 of 85  ·  1,694 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 47.7%
Healthcare 14.9%
Technology 14.3%
Industrials 8.7%
Consumer Cyclical 4.4%
Real Estate 2.7%
Communication Services 2.3%
Energy 1.4%
Basic Materials 1.3%
Utilities 1.2%