Portfolio (Quarterly)
Guide ↗
Cornerstone Planning Group LLC
· CIK 0001822587| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | BSJS | INVESCO BULLETSHARES 2028 HIGH YIELD CORPORATE BOND ETF | — | 96 | $2K | — | SOLD |
| 62 | BSJQ | INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF | — | 90 | $2K | — | SOLD |
| 63 | KWEB | KRANESHARES CSI CHINA INTERNET ETF | — | 55 | $2K | — | SOLD |
| 64 | AMH | AMERICAN HOMES 4 RENT CL A | Real Estate | 61 | $2K | — | SOLD |
| 65 | — | VEON LTD SPONSORED ADS | — | 34 | $2K | — | SOLD |
| 66 | UWMC | UWM HOLDINGS CORPORATION COM CL A | Financial Services | 303 | $2K | — | SOLD |
| 67 | CTLP | CANTALOUPE INC COM | Technology | 154 | $2K | — | SOLD |
| 68 | VEL | VELOCITY FINL INC COM | Financial Services | 78 | $2K | — | SOLD |
| 69 | AHRT | ARMADA HOFFLER PPTYS INC COM | Financial Services | 216 | $1K | — | SOLD |
| 70 | LGIH | LGI HOMES INC COM | Consumer Cyclical | 28 | $1K | — | SOLD |
| 71 | GWRS | GLOBAL WTR RES INC COM | Utilities | 160 | $1K | — | SOLD |
| 72 | CRY | ARTIVION INC COM | — | 33 | $1K | — | SOLD |
| 73 | — | EXACT SCIENCES CORP COM | — | 13 | $1K | — | SOLD |
| 74 | SIG | SIGNET JEWELERS LIMITED SHS | Consumer Cyclical | 14 | $1K | — | SOLD |
| 75 | CNA | CNA FINL CORP COM | Financial Services | 26 | $1K | — | SOLD |
| 76 | — | CSW INDUSTRIALS INC COM | — | 4 | $1K | — | SOLD |
| 77 | KBH | KB HOME COM | Consumer Cyclical | 19 | $1K | — | SOLD |
| 78 | JJSF | J & J SNACK FOODS CORP COM | Consumer Defensive | 11 | $1K | — | SOLD |
| 79 | TPH | TRI POINTE HOMES INC COM | Consumer Cyclical | 31 | $1K | — | SOLD |
| 80 | PFSI | PENNYMAC FINL SVCS INC NEW COM | Financial Services | 7 | $1K | — | 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%