Cornerstone Planning Group LLC Reduced Holdings in Q3 2024

Cornerstone Planning Group LLC

  • $378 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-183K
- 42.12%
$77.02 - $85.06 $14.1M - $15.6M
251K $7.06B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-193K
- 92.92%
$105.53 - $118.34 $20.4M - $22.8M
14.7K $1.7B
VOE
Vanguard Mid Cap Value Index F

ETFs
-58.4K
- 94.41%
$149.02 - $167.67 $8.71M - $9.8M
3.46K $577M
SPY
Spdr S&P 500 ETF Trust

ETFs
-5.73K
- 78.23%
$517.38 - $573.86 $2.97M - $3.29M
1.6K $928M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-26.3K
- 72.2%
$59.93 - $66.52 $1.58M - $1.75M
10.1K $228M
TIP
Ishares Tr Tips Bd ETF

ETFs
-7.67K
- 90.55%
$105.92 - $110.83 $812K - $850K
800 $86.5M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-24.9K
- 91.81%
$32.36 - $33.78 $805K - $841K
2.22K $73.6M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-8.56K
- 91.72%
$93.65 - $97.81 $801K - $837K
772 $74.6M
FNDF
Schwab Fundamental Intl Large

ETFs
-23.4K
- 91.08%
$33.67 - $37.71 $788K - $882K
2.29K $82M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-14.3K
- 91.07%
$48.51 - $52.86 $695K - $757K
1.4K $73.8M
FNDC
Schwab Fundamental Intl Small

ETFs
-13.8K
- 91.09%
$33.85 - $38.5 $468K - $533K
1.35K $48.8M
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
-12K
- 91.77%
$33.58 - $35.96 $402K - $430K
1.07K $37.6M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-6.63K
- 91.86%
$59.61 - $60.15 $395K - $399K
587 $35.2M
IVV
Ishares Core S&P 500 ETF

ETFs
-622
- 43.68%
$520.18 - $576.82 $324K - $359K
802 $469M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-3.96K
- 94.42%
$44.07 - $50.57 $174K - $200K
234 $11.7M
AON
Aon PLC

Financial Services
-477
- 98.76%
$293.16 - $351.06 $140K - $167K
6 $2.23M
BNDX
Vanguard Total International B

ETFs
-3.02K
- 36.83%
$48.42 - $50.35 $146K - $152K
5.18K $259M
ABBV
Abb Vie Inc.

Healthcare
-841
- 35.29%
$163.84 - $199.33 $138K - $168K
1.54K $292M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.8K
- 36.61%
$76.38 - $78.87 $137K - $142K
3.11K $242M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-2.18K
- 89.47%
$60.84 - $67.51 $132K - $147K
256 $17.5M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-4.88K
- 18.87%
$28.11 - $29.42 $137K - $143K
21K $609M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-2.4K
- 22.07%
$44.83 - $47.42 $108K - $114K
8.48K $390M
XOM
Exxon Mobil Corp

Energy
-958
- 24.33%
$109.72 - $119.0 $105K - $114K
2.98K $349M
SBUX
Starbucks Corp

Consumer Cyclical
-1.41K
- 86.41%
$72.51 - $98.6 $102K - $139K
222 $21.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-378
- 21.8%
$475.2 - $527.7 $180K - $199K
1.36K $725M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-1.94K
- 41.17%
$44.9 - $47.55 $87.2K - $92.4K
2.78K $128M
MO
Altria Group, Inc.

Consumer Defensive
-1.91K
- 60.97%
$45.95 - $54.71 $87.6K - $104K
1.22K $61M
MMM
3 M CO

Industrials
-745
- 85.73%
$99.69 - $139.42 $74.3K - $104K
124 $16M
KO
Coca Cola CO

Consumer Defensive
-1.28K
- 41.33%
$62.69 - $73.01 $80.4K - $93.6K
1.82K $119M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-849
- 67.49%
$113.45 - $126.18 $96.3K - $107K
409 $52.2M
PG
Procter & Gamble CO

Consumer Defensive
-518
- 40.0%
$160.76 - $177.82 $83.3K - $92.1K
777 $130M
IBM
International Business Machines Corp

Technology
-517
- 51.75%
$175.1 - $223.38 $90.5K - $115K
482 $101M
VDE
Vanguard Energy ETF

ETFs
-659
- 95.09%
$117.44 - $131.06 $77.4K - $86.4K
34 $4.21M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-954
- 40.53%
$69.16 - $76.64 $66K - $73.1K
1.4K $99.8M
RIO
Rio Tinto PLC

Basic Materials
-1.09K
- 89.51%
$59.71 - $71.21 $65.2K - $77.8K
128 $8.56M
AWK
American Water Works Company, Inc.

Utilities
-471
- 91.46%
$127.76 - $149.9 $60.2K - $70.6K
44 $5.98M
BAC
Bank Of America Corp

Financial Services
-2.07K
- 54.92%
$36.65 - $44.13 $75.9K - $91.3K
1.7K $72.3M
BOND
Pimco Active Bond Exchange Tra

ETFs
-639
- 46.0%
$90.01 - $95.32 $57.5K - $60.9K
750 $69M
CSCO
Cisco Systems, Inc.

Technology
-1.61K
- 61.14%
$44.74 - $53.22 $71.9K - $85.6K
1.02K $56.9M
RY
Royal Bank Of Canada

Financial Services
-587
- 83.38%
$105.65 - $124.73 $62K - $73.2K
117 $14.4M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
-3.8K
- 94.43%
$15.5 - $16.99 $58.8K - $64.5K
224 $3.67M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-1.15K
- 67.35%
$50.25 - $50.74 $57.6K - $58.2K
556 $28.1M
EFG
Msci Eafe Growth ETF

ETFs
-755
- 21.77%
$96.84 - $108.77 $73.1K - $82.1K
2.71K $279M
VPU
Vanguard Utilities ETF

ETFs
-343
- 94.49%
$146.64 - $174.54 $50.3K - $59.9K
20 $3.44M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-2.18K
- 45.78%
$22.38 - $23.66 $48.7K - $51.5K
2.58K $58.9M
TGT
Target Corp

Consumer Defensive
-398
- 81.56%
$133.47 - $159.25 $53.1K - $63.4K
90 $13.3M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-462
- 38.34%
$89.91 - $101.33 $41.5K - $46.8K
743 $68.4M
EFV
Msci Eafe Value ETF

ETFs
-1.08K
- 40.04%
$51.72 - $57.96 $55.8K - $62.5K
1.61K $89.4M
PM
Philip Morris International Inc.

Consumer Defensive
-520
- 47.88%
$101.25 - $127.45 $52.7K - $66.3K
566 $74.5M
Activity Summary
Buys All Purchases 520 New Holdings 136 Increased Positions 384 Sells All Sells 353 Reductions 352 Sold out 1 Options Calls 0 Puts 0
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