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Portfolio (Quarterly) Guide ↗

Cornerstone Planning Group LLC

· CIK 0001822587
13F Portfolio $794M AUM 1,867 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 321 New 891 Added 355 Reduced 163 Exited
Page 7 of 45  ·  891 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 2,246.0 $186K 0.02% +26.0 +1.2% $82.65 +2.8%
122 VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 2,344.0 $184K 0.02% +303.0 +14.8% $78.52 +0.1%
123 PLD PROLOGIS INC. COM Real Estate 1,194.0 $173K 0.02% +41.0 +3.6% $144.73 -2.8%
124 GS GOLDMAN SACHS GROUP INC COM Financial Services 155.0 $170K 0.02% +35.0 +29.2% $1099.55 -8.9%
125 DIS DISNEY WALT CO COM Communication Services 1,778.0 $170K 0.02% +72.0 +4.2% $95.85 +12.0%
126 ETHA ISHARES ETHEREUM TRUST ETF Financial Services 11,555.0 $168K 0.02% +6K +112.8% $14.52 +20.9%
127 SCHP SCHWAB US TIPS ETF 6,376.0 $167K 0.02% +4K +189.6% $26.14 -0.3%
128 IEUR ISHARES CORE MSCI EUROPE ETF 2,187.0 $165K 0.02% +2K +318.2% $75.49 +3.1%
129 STIP ISHARES 0-5 YEAR TIPS BOND ETF 1,615.0 $164K 0.02% +984.0 +155.9% $101.31 -0.3%
130 NFLX NETFLIX INC. COM Communication Services 2,371.0 $162K 0.02% +64.0 +2.8% $68.53 +16.9%
131 AVDV AVANTIS INTERNATIONAL SMALL CAP VALUE ETF 1,497.0 $157K 0.02% +806.0 +116.6% $104.73 +5.8%
132 ETN EATON CORP PLC SHS Industrials 385.0 $157K 0.02% +51.0 +15.3% $406.91 +2.1%
133 MS MORGAN STANLEY COM NEW Financial Services 704.0 $154K 0.02% +232.0 +49.1% $218.64 -5.1%
134 TFI STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF 3,358.0 $151K 0.02% +3K +574.3% $45.10 -0.4%
135 WFC WELLS FARGO & CO COM Financial Services 1,696.0 $147K 0.02% +24.0 +1.4% $86.42 -3.1%
136 BLK BLACKROCK INC COM Financial Services 132.0 $139K 0.02% +3.0 +2.3% $1056.50 +7.9%
137 LRCX LAM RESEARCH CORP COM NEW Technology 433.0 $138K 0.02% +105.0 +32.0% $319.11 -2.7%
138 CEG CONSTELLATION ENERGY CORP COM Utilities 498.0 $137K 0.02% +22.0 +4.6% $274.90 -0.7%
139 ACN ACCENTURE PLC IRELAND SHS CLASS A Technology 958.0 $134K 0.02% +196.0 +25.7% $140.09 +29.5%
140 ES EVERSOURCE ENERGY COM Utilities 1,771.0 $132K 0.02% +29.0 +1.7% $74.44 -3.1%
Page 7 of 45  ·  891 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 36.8%
Technology 30.1%
Consumer Cyclical 7.3%
Communication Services 5.6%
Healthcare 5.5%
Industrials 5.3%
Utilities 3.1%
Consumer Defensive 2.5%
Energy 1.6%
Basic Materials 1.4%