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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 4 of 85  ·  1,694 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AVGO BROADCOM INC COM Technology 2,747.0 $1.0M 0.17% NEW $376.45 +10.1%
62 ONEY SPDR RUSSELL 1000 YIELD FOCUS ETF 1,429.0 $971K 0.16% NEW $679.64 -81.5%
63 PSA PUBLIC STORAGE OPER CO COM Real Estate 11,772.0 $951K 0.15% NEW $80.75 +275.1%
64 ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 4,177.0 $899K 0.14% NEW $215.31 +3.6%
65 VOO VANGUARD S&P 500 ETF 10,988.0 $867K 0.14% NEW $78.93 +765.2%
66 MCO MOODYS CORP COM Financial Services 1,782.0 $853K 0.14% NEW $478.88 -7.0%
67 GOOGL ALPHABET INC CAP STK CL A Communication Services 2,995.0 $844K 0.14% NEW $281.93 +37.5%
68 IJR ISHARES CORE S&P SMALL CAP ETF 6,880.0 $809K 0.13% NEW $117.59 +15.9%
69 VTEB VANGUARD TAX-EXEMPT BOND ETF 15,810.0 $787K 0.13% NEW $49.79 +0.1%
70 EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 8,126.0 $784K 0.13% NEW $96.49 -1.6%
71 XLE ENERGY SELECT SECTOR SPDR FUND 8,823.0 $772K 0.12% NEW $87.49 -32.4%
72 JNJ JOHNSON & JOHNSON COM Healthcare 3,769.0 $713K 0.11% NEW $189.05 +22.6%
73 FXZ FIRST TRUST MATERIALS ALPHADEX FUND 11,581.0 $696K 0.11% NEW $60.06 +31.6%
74 PH PARKER-HANNIFIN CORP COM Industrials 7,784.0 $646K 0.10% NEW $82.97 +935.8%
75 IWB ISHARES RUSSELL 1000 ETF 1,730.0 $644K 0.10% NEW $372.28 +8.8%
76 VIRT VIRTU FINL INC CL A Financial Services 26,447.0 $620K 0.10% NEW $23.44 +129.4%
77 STIP ISHARES 0-5 YEAR TIPS BOND ETF 5,925.0 $611K 0.10% NEW $103.13 +0.2%
78 EFG ISHARES MSCI EAFE GROWTH ETF 5,269.0 $610K 0.10% NEW $115.77 +4.9%
79 ALC ALCON AG ORD SHS Healthcare 12,924.0 $606K 0.10% NEW $46.91 +44.8%
80 GOVT ISHARES U.S. TREASURY BOND ETF 25,390.0 $589K 0.09% NEW $23.19 -2.4%
Page 4 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%