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Portfolio (Quarterly) Guide ↗

Cornerstone Planning, LLC

· CIK 0001802105
13F Portfolio $443M AUM 141 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 21 New 42 Added 53 Reduced 11 Exited
Page 3 of 3  ·  53 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SCHB SCHWAB STRATEGIC TR 47,712.0 $1.2M 0.27% -1K -2.6% $25.10 +15.1%
42 NKE NIKE INC Consumer Cyclical 15,740.0 $833K 0.19% -7K -29.4% $52.90 -18.3%
43 ADP AUTOMATIC DATA PROCESSING IN Industrials 3,226.0 $655K 0.15% -9K -74.3% $203.18 +5.6%
44 GOOG ALPHABET INC Communication Services 2,081.0 $597K 0.14% -179.0 -7.9% $286.92 +21.6%
45 ITOT ISHARES TR 4,008.0 $571K 0.13% -190.0 -4.5% $142.43 +14.7%
46 VPU VANGUARD WORLD FD 2,869.0 $567K 0.13% -1K -33.7% $197.51 -1.4%
47 CRWD CROWDSTRIKE HLDGS INC Technology 1,359.0 $531K 0.12% -118.0 -8.0% $390.41 +73.0%
48 TSLA TESLA INC Consumer Cyclical 1,290.0 $480K 0.11% -238.0 -15.6% $371.75 +9.0%
49 IJS ISHARES TR 2,578.0 $305K 0.07% -121.0 -4.5% $118.45 +12.3%
50 EFSC ENTERPRISE FINL SVCS CORP Financial Services 5,178.0 $280K 0.06% -568.0 -9.9% $54.11 +16.9%
51 BILS SPDR SERIES TRUST 2,637.0 $258K 0.06% -652.0 -19.8% $97.82 +1.5%
52 SLYV SPDR SERIES TRUST 2,700.0 $255K 0.06% -67.0 -2.4% $94.58 +12.1%
53 TXN TEXAS INSTRS INC Technology 1,239.0 $241K 0.05% -14K -91.7% $194.14 +71.2%
Page 3 of 3  ·  53 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
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%