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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 2 of 94  ·  1,867 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF 128,033.0 $8.7M 1.09% +32K +33.1% $67.79 +2.4%
22 NVDA NVIDIA CORPORATION COM Technology 34,580.0 $7.3M 0.92% +4K +12.2% $212.06 +2.6%
23 IVE ISHARES S&P 500 VALUE ETF 31,447.0 $7.3M 0.91% +6K +21.8% $230.73 +3.3%
24 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 70,119.0 $5.5M 0.70% +3K +4.9% $78.97 +2.0%
25 HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF 114,214.0 $5.3M 0.67% +4K +3.2% $46.44 +1.1%
26 SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 138,794.0 $4.7M 0.59% +136K +4633.8% $34.05 +4.1%
27 GOVT ISHARES U.S. TREASURY BOND ETF 194,584.0 $4.4M 0.55% +162K +505.4% $22.50 +0.2%
28 EFG ISHARES MSCI EAFE GROWTH ETF 35,881.0 $4.3M 0.55% +31K +589.0% $120.80 +3.8%
29 MBB ISHARES MBS ETF 44,293.0 $4.1M 0.52% +14K +48.3% $93.15 +0.5%
30 BAI ISHARES A.I. INNOVATION AND TECH ACTIVE ETF 90,499.0 $4.1M 0.52% +29K +46.5% $45.29 -2.3%
31 EFV ISHARES MSCI EAFE VALUE ETF 45,023.0 $3.6M 0.45% -13K -22.9% $79.44 +2.6%
32 AMZN AMAZON COM INC COM Consumer Cyclical 14,306.0 $3.5M 0.44% +386.0 +2.8% $244.85 +8.6%
33 VOO VANGUARD S&P 500 ETF 5,033.0 $3.5M 0.43% -392.0 -7.2% $686.98 +2.9%
34 TLH ISHARES 10-20 YEAR TREASURY BOND ETF 34,856.0 $3.4M 0.43% -2K -5.5% $97.48 +0.2%
35 BLCR ISHARES LARGE CAP CORE ACTIVE ETF 62,136.0 $3.1M 0.39% NEW $49.23 +0.5%
36 IDEQ LAZARD INTERNATIONAL DYNAMIC EQUITY ETF 87,244.0 $3.0M 0.38% NEW $34.67 +3.2%
37 MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 9,333.0 $2.9M 0.37% +2K +28.4% $314.24 -2.7%
38 FALN ISHARES FALLEN ANGELS USD BOND ETF 107,505.0 $2.9M 0.36% +568.0 +0.5% $26.98 +0.3%
39 MUB ISHARES NATIONAL MUNI BOND ETF 27,125.0 $2.9M 0.36% +6K +30.1% $105.88 -0.2%
40 THRO ISHARES U.S. THEMATIC ROTATION ACTIVE ETF 64,951.0 $2.8M 0.35% +7K +12.7% $42.75 +2.7%
Page 2 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 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%