Cornerstone Planning Group LLC ETFs

Cornerstone Planning Group LLC

$490 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
NFRA Flexshares Stoxx Global Broad	$0	$3.33 Million 0.0% of portfolio	54	Q1 2025 Added 80.0%
DGRW Wisdomtree Tr Us Quality Divid	$0	$3.28 Million 0.0% of portfolio	39	Q2 2025 Added 2.63%
DEM Wisdomtree Tr Emerging Mkts Hi	$0	$3.27 Million 0.0% of portfolio	72	Q2 2025 Added 1.41%
GQRE Flexshares Tr Global Quality R	$0	$3.24 Million 0.0% of portfolio	54	Q1 2025 Added 100.0%
TQQQ Proshares Ultrapro Qqq	$0	$3.22 Million 0.0% of portfolio	38	Q2 2025 Reduced 98.15%
TAN Invesco ETF Tr Ii Solar ETF	$0	$2.93 Million 0.0% of portfolio	80	Q2 2024 New
SCHP Schwab Strategic Us Tips ETF	$0	$2.64 Million 0.0% of portfolio	99	Q2 2025 Reduced 72.58%
COMT Ishares U.S. ETF Trust Gsci CO	$0	$2.36 Million 0.0% of portfolio	91	Q4 2024 Added 3.41%
XLB Select Sector Spdr Fd Material	$0	$2.3 Million 0.0% of portfolio	26	Q2 2025 New
LABU Direxion Daily S&P Biotech Bul	$0	$2.25 Million 0.0% of portfolio	35	Q3 2024 Reduced 2.78%
SPSM Spdr Portfolio S&P 600 Small C	$0	$2.12 Million 0.0% of portfolio	49	Q4 2024 Reduced 67.76%
PBD Invesco ETF Tr Ii Global Clean	$0	$2.08 Million 0.0% of portfolio	154	Q2 2025 Added 0.65%
VGT Vanguard Information Technolog	$0	$2.07 Million 0.0% of portfolio	3	Q2 2025 New
BSJS Invesco Exc Self Ind Tr Bullet	$0	$2.05 Million 0.0% of portfolio	93	Q2 2025 New
BSJQ Invesco Etsf Fd Tr Bulletshare	$0	$2.03 Million 0.0% of portfolio	87	Q2 2025 New
IGSB Ishares Trust Ishares 1 5 Year	$0	$2.03 Million 0.0% of portfolio	38	Q4 2024 Added 2.7%
FLOT Ishares Tr Fltg Rate Nt ETF	$0	$2.02 Million 0.0% of portfolio	40	Q2 2025 Added 2.56%
IXN Ishares Global Information Tec	$0	$1.91 Million 0.0% of portfolio	20	Q3 2024 Reduced 94.92%
BLOK Amplify ETF Tr Trnsformational	$0	$1.82 Million 0.0% of portfolio	32	Q2 2025 New
VLUE Ishares Msci Usa Value Factor	$0	$1.74 Million 0.0% of portfolio	15	Q3 2024 Reduced 94.07%
IXG Ishares Global Fin'L ETF	$0	$1.7 Million 0.0% of portfolio	15	Q2 2024 Reduced 71.7%
ESGE Ishares, Inc. Ishares Esg Awar	$0	$1.52 Million 0.0% of portfolio	38	Q2 2025 Reduced 89.53%
PSI Invesco Exchange Traded Fd Tr	$0	$1.43 Million 0.0% of portfolio	24	Q2 2025 New
BND Vanguard Bd Index Fd Inc Total	$0	$1.39 Million 0.0% of portfolio	19	Q2 2025 Reduced 99.08%
JSMD Janus Detr Str Tr Henderson Sm	$0	$1.27 Million 0.0% of portfolio	16	Q2 2025 New
AVUV American Centy ETF Tr Avantis	$0	$1.2 Million 0.0% of portfolio	13	Q2 2025 New
IMCV Ishares Morningstar Mid Cap Va	$0	$1.16 Million 0.0% of portfolio	15	Q2 2025 New
GUNR Flexshares Tr Morningstar Glob	$0	$1.13 Million 0.0% of portfolio	28	Q2 2025 Added 3.7%
USHY Ishares Tr Broad Usd High Yiel	$0	$981,000 0.0% of portfolio	26	Q1 2025 Added 4.0%
SPTI Spdr Ser Tr Spdr Portfolio Int	$0	$937,000 0.0% of portfolio	33	Q2 2025 Added 3.13%
PCY Invesco Fd Tr Ii Emerging Mkts	$0	$859,000 0.0% of portfolio	41	Q1 2025 Added 2.5%
HNDL Strategy Shs	$0	$841,000 0.0% of portfolio	39	Q2 2025 New
IXC Ishares Tr Global Energy ETF	$0	$837,000 0.0% of portfolio	21	Q3 2024 Reduced 82.79%
SCHI Schwab Strategic Tr 5 10 Yr C	$0	$289,000 0.0% of portfolio	13	Q2 2025 Added 8.33%
IGEB Ishares Tr Edge Invt Grade Enh	$0	$134,000 0.0% of portfolio	3	Q4 2024 Reduced 99.43%

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