Portfolio (Quarterly)
Guide ↗
Cornerstone Planning, LLC
· CIK 0001802105| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | VGIT | VANGUARD SCOTTSDALE FDS | — | 194,228 | $11.7M | 2.70% | SOLD |
| 2 | IEF | ISHARES TR | — | 120,668 | $11.6M | 2.70% | SOLD |
| 3 | — | ISHARES TR | — | 407,892 | $9.3M | 2.17% | SOLD |
| 4 | SGOV | ISHARES TR | — | 233,438 | $5.5M | 1.27% | SOLD |
| 5 | SRE | SEMPRA | Utilities | 10,413 | $924K | 0.21% | SOLD |
| 6 | AEP | AMERICAN ELEC PWR CO INC | Utilities | 7,515 | $871K | 0.20% | SOLD |
| 7 | PEG | PUBLIC SVC ENTERPRISE GRP IN | Utilities | 10,612 | $856K | 0.20% | SOLD |
| 8 | EXC | EXELON CORP | Utilities | 18,555 | $812K | 0.19% | SOLD |
| 9 | SPY | SPDR S&P 500 ETF TR | Financial Services | 722 | $492K | 0.11% | SOLD |
| 10 | VV | VANGUARD INDEX FDS | — | 1,074 | $338K | 0.08% | SOLD |
| 11 | INTU | INTUIT | Technology | 468 | $310K | 0.07% | SOLD |
Sector Allocation
Technology
27.4%
Financial Services
15.6%
Healthcare
12.1%
Consumer Defensive
9.8%
Communication Services
9.7%
Consumer Cyclical
8.1%
Industrials
7.1%
Utilities
3.6%
Energy
3.4%
Basic Materials
3.1%