BullishAgent BullishAgent Filings Market Earnings Ratings ETFs Insiders Shorts
Screener
Sign in Register
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 2 of 85  ·  1,694 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NVT NVENT ELECTRIC PLC SHS Industrials 30,449.0 $6.2M 0.99% NEW $202.89 -19.4%
22 SCHZ SCHWAB US AGGREGATE BOND ETF 223,462.0 $6.0M 0.95% NEW $26.68 -13.8%
23 DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF 88,144.0 $5.3M 0.86% NEW $60.62 +9.7%
24 IVW ISHARES S&P 500 GROWTH ETF 38,096.0 $4.7M 0.76% NEW $124.40 +9.8%
25 HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF 105,564.0 $4.3M 0.69% NEW $41.01 +10.7%
26 EFV ISHARES MSCI EAFE VALUE ETF 60,345.0 $4.1M 0.66% NEW $68.65 +15.1%
27 QUAL ISHARES MSCI USA QUALITY FACTOR ETF 20,613.0 $4.1M 0.65% NEW $196.70 +8.2%
28 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 54,296.0 $3.7M 0.59% NEW $68.39 +17.8%
29 OEF ISHARES S&P 100 ETF 10,506.0 $3.6M 0.58% NEW $344.22 +7.6%
30 TLH ISHARES 10-20 YEAR TREASURY BOND ETF 34,511.0 $3.6M 0.57% NEW $103.99 -5.4%
31 IVE ISHARES S&P 500 VALUE ETF 17,031.0 $3.5M 0.57% NEW $208.32 +8.6%
32 VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 5,268.0 $3.3M 0.53% NEW $625.24 -92.6%
33 FEMS FIRST TRUST EMERGING MARKETS SMALL CAP ALPHADEX FUND 74,855.0 $3.2M 0.51% NEW $42.31 +8.5%
34 AMZN AMAZON COM INC COM Consumer Cyclical 14,152.0 $3.2M 0.51% NEW $222.86 +20.5%
35 MSFT MICROSOFT CORP COM Technology 5,406.0 $2.8M 0.46% NEW $525.76 -20.3%
36 FALN ISHARES FALLEN ANGELS USD BOND ETF 101,248.0 $2.8M 0.45% NEW $27.58 -2.2%
37 MBB ISHARES MBS ETF 26,477.0 $2.5M 0.41% NEW $95.50 -1.7%
38 JPM JPMORGAN CHASE & CO. COM Financial Services 7,733.0 $2.4M 0.38% NEW $309.46 -2.1%
39 MUB ISHARES NATIONAL MUNI BOND ETF 20,697.0 $2.2M 0.36% NEW $107.36 -1.2%
40 WTFC WINTRUST FINL CORP COM Financial Services 42,406.0 $2.2M 0.35% NEW $51.95 +188.4%
Page 2 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%