Portfolio (Quarterly)
Guide ↗
Cornerstone Planning Group LLC
· CIK 0001822587| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | UHS | UNIVERSAL HLTH SVCS INC CL B | Healthcare | 31 | $6K | 0.00% | SOLD |
| 42 | SILA | SILA REALTY TRUST INC COMMON STOCK | Real Estate | 250 | $6K | 0.00% | SOLD |
| 43 | KOD | KODIAK SCIENCES INC COM | Healthcare | 210 | $5K | 0.00% | SOLD |
| 44 | CLPR | CLIPPER RLTY INC COM | Real Estate | 1,511 | $5K | 0.00% | SOLD |
| 45 | IYE | ISHARES U.S. ENERGY ETF | — | 94 | $5K | 0.00% | SOLD |
| 46 | GDX | VANECK GOLD MINERS ETF | — | 44 | $5K | 0.00% | SOLD |
| 47 | — | HOLOGIC INC COM | — | 57 | $4K | 0.00% | SOLD |
| 48 | IWM | ISHARES RUSSELL 2000 ETF | — | 16 | $4K | 0.00% | SOLD |
| 49 | SCHQ | SCHWAB LONG-TERM U.S. TREASURY ETF | — | 121 | $4K | 0.00% | SOLD |
| 50 | DD | DUPONT DE NEMOURS INC COM | Basic Materials | 85 | $4K | 0.00% | SOLD |
| 51 | UDMY | UDEMY INC COM | Consumer Defensive | 745 | $4K | 0.00% | SOLD |
| 52 | VLUE | ISHARES MSCI USA VALUE FACTOR ETF | — | 24 | $4K | 0.00% | SOLD |
| 53 | INMU | ISHARES INTERMEDIATE MUNI INCOME ACTIVE ETF | — | 145 | $4K | 0.00% | SOLD |
| 54 | SKYY | FIRST TRUST CLOUD COMPUTING ETF | — | 27 | $3K | 0.00% | SOLD |
| 55 | VIPS | VIPSHOP HLDGS LTD SPONSORED ADS A | Consumer Cyclical | 175 | $3K | — | SOLD |
| 56 | YETI | YETI HLDGS INC COM | Consumer Cyclical | 59 | $3K | — | SOLD |
| 57 | ALKT | ALKAMI TECHNOLOGY INC COM | Technology | 111 | $2K | — | SOLD |
| 58 | BLD | TOPBUILD CORP COM | Industrials | 5 | $2K | — | SOLD |
| 59 | UXRP | PROSHARES ULTRA XRP ETF | — | 250 | $2K | — | SOLD |
| 60 | — | TELEFONICA S A SPONSORED ADR | — | 549 | $2K | — | SOLD |
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%