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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 10 of 94  ·  1,867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A Technology 4,243.0 $183K 0.02% -27.0 -0.6% $43.18 +43.7%
182 COST COSTCO WHOLESALE CORPORATION COM Consumer Defensive 188.0 $174K 0.02% -1.0 -0.5% $926.38 +2.4%
183 FWD AB DISRUPTORS ETF 1,324.0 $174K 0.02% $131.47 -1.3%
184 PLD PROLOGIS INC. COM Real Estate 1,194.0 $173K 0.02% +41.0 +3.6% $144.73 -2.7%
185 GS GOLDMAN SACHS GROUP INC COM Financial Services 155.0 $170K 0.02% +35.0 +29.2% $1099.55 -6.7%
186 DIS DISNEY WALT CO COM Communication Services 1,778.0 $170K 0.02% +72.0 +4.2% $95.85 +11.8%
187 SCHK SCHWAB 1000 INDEX ETF 4,677.0 $168K 0.02% NEW $36.02 +2.6%
188 ETHA ISHARES ETHEREUM TRUST ETF Financial Services 11,555.0 $168K 0.02% +6K +112.8% $14.52 +25.8%
189 SCHP SCHWAB US TIPS ETF 6,376.0 $167K 0.02% +4K +189.6% $26.14 -0.7%
190 FDEC FT VEST US EQUITY BUFFER ETF - DECEMBER 3,038.0 $166K 0.02% $54.72 +1.6%
191 IEUR ISHARES CORE MSCI EUROPE ETF 2,187.0 $165K 0.02% +2K +318.2% $75.49 +3.8%
192 STIP ISHARES 0-5 YEAR TIPS BOND ETF 1,615.0 $164K 0.02% +984.0 +155.9% $101.31 -0.4%
193 NFLX NETFLIX INC. COM Communication Services 2,371.0 $162K 0.02% +64.0 +2.8% $68.53 +16.6%
194 NUMG NUVEEN ESG MID-CAP GROWTH ETF 3,479.0 $159K 0.02% $45.63 +6.1%
195 AVDV AVANTIS INTERNATIONAL SMALL CAP VALUE ETF 1,497.0 $157K 0.02% +806.0 +116.6% $104.73 +7.1%
196 ETN EATON CORP PLC SHS Industrials 385.0 $157K 0.02% +51.0 +15.3% $406.91 +3.4%
197 MS MORGAN STANLEY COM NEW Financial Services 704.0 $154K 0.02% +232.0 +49.1% $218.64 -3.2%
198 TFI STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF 3,358.0 $151K 0.02% +3K +574.3% $45.10 -0.6%
199 VNQ VANGUARD REAL ESTATE ETF 1,486.0 $147K 0.02% -198.0 -11.8% $98.99 -0.6%
200 WFC WELLS FARGO & CO COM Financial Services 1,696.0 $147K 0.02% +24.0 +1.4% $86.42 -3.3%
Page 10 of 94  ·  1,867 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 37.1%
Technology 30.5%
Consumer Cyclical 7.4%
Healthcare 5.5%
Industrials 5.3%
Communication Services 4.5%
Utilities 3.1%
Consumer Defensive 2.6%
Energy 1.6%
Basic Materials 1.4%