Cornerstone Planning Group LLC ETFs

Cornerstone Planning Group LLC

$418 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
HYG Ishares Tr	$0	$23.9 Million 0.01% of portfolio	307	Q1 2025 New
SCHX Schwab Strategic Tr Us Large C	$0	$22.6 Million 0.01% of portfolio	1,069	Q1 2025 Added 34.8%
DLN Wisdomtree Tr U.S Largecap Div	$0	$22.4 Million 0.01% of portfolio	297	Q1 2025 New
FLMI Franklin Dynamic Municipal Bon	$0	$21.5 Million 0.01% of portfolio	897	Q1 2025 Reduced 27.19%
CWB Spdr Bloomberg Convertible Sec	$0	$21.2 Million 0.01% of portfolio	279	Q1 2025 Added 0.36%
SUSC Ishares Tr Esg Aware Usd Corpo	$0	$20.8 Million 0.0% of portfolio	917	Q1 2025 New
SPLG Spdr Portfolio S&P 500 ETF (Ma	$0	$20.5 Million 0.0% of portfolio	325	Q1 2025 Added 26.95%
SPMO Invesco ETF Tr Ii S&P 500 Mome	$0	$20.4 Million 0.0% of portfolio	225	Q1 2025 New
VGIT Vanguard Intermediate Term Tre	$0	$19.8 Million 0.0% of portfolio	335	Q1 2025 New
IXUS Ishares Tr	$0	$19.3 Million 0.0% of portfolio	275	Q1 2025 New
TLTD Flexshares Morningstar Dev Mkt	$0	$19.3 Million 0.0% of portfolio	254	Q1 2025 Added 100.0%
KXI Ishares Tr Global Consumer Sta	$0	$18.3 Million 0.0% of portfolio	277	Q4 2024 Added 1.47%
DFIV Dimensional ETF Tr	$0	$18.1 Million 0.0% of portfolio	459	Q1 2025 New
SCHR Schwab Intermediate Term Us Tr	$0	$17.2 Million 0.0% of portfolio	696	Q1 2025 New
MDY Spdr S&P Midcap 400 ETF Trust	$0	$16.8 Million 0.0% of portfolio	33	Q1 2025 New
FMHI First Tr ETF Iii Municipal Hig	$0	$15.1 Million 0.0% of portfolio	328	Q1 2025 Reduced 26.62%
DES Wisdomtree Tr U.S. Smallcap Di	$0	$14.8 Million 0.0% of portfolio	495	Q1 2025 Reduced 12.7%
DFAS Dimensional ETF Tr U S Small C	$0	$14.2 Million 0.0% of portfolio	251	Q1 2025 New
SDY Spdr Series Tr Spdr S&P Divide	$0	$14 Million 0.0% of portfolio	108	Q4 2024 Reduced 3.57%
VTEB Vanguard Mun Bd Fds Tax Exempt	$0	$14 Million 0.0% of portfolio	287	Q1 2025 Added 40.69%
BITQ Exchange Traded Concepts Tr Bi	$0	$13.4 Million 0.0% of portfolio	1,009	Q4 2024 Added 0.9%
VTIP Vanguard Sht Trm Inflt Prot Fd	$0	$13.1 Million 0.0% of portfolio	262	Q1 2025 Added 125.86%
ESGE Ishares, Inc. Ishares Esg Awar	$0	$12.5 Million 0.0% of portfolio	363	Q1 2025 Added 855.26%
USMV Ishares Msci Usa Min Vol Facto	$0	$11.7 Million 0.0% of portfolio	130	Q1 2025 Added 60.49%
SPHD Invesco ETF Tr Ii S&P 500 High	$0	$11.2 Million 0.0% of portfolio	237	Q1 2025 Added 0.42%
IAI Ishares Tr Us Broker Dealers &	$0	$10.2 Million 0.0% of portfolio	76	Q1 2025 Reduced 47.22%
QYLD Global X Fdsnasdaq 100 Covered	$0	$10 Million 0.0% of portfolio	626	Q1 2025 New
TLTE Flexshares Tr Morningstar Emer	$0	$9.94 Million 0.0% of portfolio	193	Q1 2025 Added 157.33%
PBE Invesco Exchange Traded Fd Tr	$0	$9.89 Million 0.0% of portfolio	164	Q3 2024 Reduced 0.61%
IWV Ishares Russell 3000 ETF	$0	$9.83 Million 0.0% of portfolio	32	Q2 2024 New
IWM Ishares Russell 2000 ETF	$0	$9.57 Million 0.0% of portfolio	50	Q4 2024 Reduced 9.09%
SCHP Schwab Strategic Us Tips ETF	$0	$9.57 Million 0.0% of portfolio	361	Q1 2025 New
DFSD Dimensional ETF Tr Short Durat	$0	$9.42 Million 0.0% of portfolio	199	Q1 2025 New
SUB Ishares Short Term National Mu	$0	$9.05 Million 0.0% of portfolio	86	Q1 2025 New
SCHZ Schwab Us Aggregate Bond ETF	$0	$8.99 Million 0.0% of portfolio	393	Q1 2025 Added 0.51%
BBCA J P Morgan ETF Tr Betabuilders	$0	$8.73 Million 0.0% of portfolio	120	Q1 2025 Added 0.84%
EAGG Ishares Esg Aware U.S. Aggrega	$0	$8.24 Million 0.0% of portfolio	176	Q1 2025 New
TFLO Ishares Treasury Floating Rate	$0	$8.03 Million 0.0% of portfolio	159	Q1 2025 Added 1.27%
VTV Vanguard Value ETF	$0	$7.74 Million 0.0% of portfolio	47	Q1 2025 Added 176.47%
VXUS Vanguard Star Fd Vanguard Tota	$0	$7.69 Million 0.0% of portfolio	123	Q1 2025 New
XHB Spdr Series Tr Spdr S&P Homebu	$0	$7.27 Million 0.0% of portfolio	79	Q1 2025 New
TPOR Direxion Shs ETF Tr Daily Tran	$0	$7.1 Million 0.0% of portfolio	400	Q1 2025 New
STIP Ishares Barclays 0 5 Year Tips	$0	$6.48 Million 0.0% of portfolio	63	Q1 2025 New
EEMV Ishares Msci Emerging Markets	$0	$6.28 Million 0.0% of portfolio	107	Q2 2024 Reduced 78.81%
BBEU Jp Morgan ETF Trust Betabuilde	$0	$6.04 Million 0.0% of portfolio	97	Q1 2025 Added 1.04%
JETS ETF Ser Solutions U S Global J	$0	$5.65 Million 0.0% of portfolio	294	Q3 2024 Reduced 0.34%
SHV Ishares Tr	$0	$5.08 Million 0.0% of portfolio	46	Q1 2025 New
MDIV First Trust Multi Asset Divers	$0	$5.06 Million 0.0% of portfolio	322	Q1 2025 Added 1.58%
BIL Spdr Bloomberg 1 3 Month T Bil	$0	$5.04 Million 0.0% of portfolio	55	Q1 2025 New
PFF Ishares Trust Ishares Pfd And	$0	$5.02 Million 0.0% of portfolio	168	Q1 2025 Added 1.82%

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