Cornerstone-Planning-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "NECB",
  null,
  null,
  "PKST",
  "NWE",
  "MMSI",
  "AXSM",
  "PINS",
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
  null,
  null,
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  null,
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  null,
  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
  null,
  null,
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  null,
  null,
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  null,
  null,
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  null,
  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  "TDOC",
  "BPOP",
  "OKTA",
  "OTIS",
  "PB",
  "SLG",
  "SW",
  "PSX",
  null,
  "SSD",
  "ROL",
  "CRM",
  "RNR",
  "SWKS",
  "PENN",
  "RVTY",
  "STN",
  "RPRX",
  "RBLX",
  "SCI",
  "TDY",
  "SUI",
  "SLAB",
  "PSO",
  null,
  "SYY",
  "PTEN",
  "DIA",
  "OTEX",
  "TS",
  "SEE",
  null,
  "SPOT",
  "DINO",
  "MANH",
  "LYV",
  null,
  null,
  "TNL",
  "IXUS",
  "MTUM",
  "LYB",
  "ZION",
  "HALO",
  null,
  null,
  null,
  null,
  "GEV",
  "MELI",
  "TRI.TO",
  "OLED",
  "ZBH",
  "ZM",
  "DGRO",
  "MCK",
  "MTH",
  null,
  "NVT",
  null,
  "IRMD",
  "SPCE",
  "PAAS",
  "SPYV",
  "PCVX",
  "EXR",
  "GWW",
  null,
  "UPST",
  "ESGU",
  null,
  "NTAP",
  "PSA",
  "UDR",
  null,
  "SYF",
  "NUE",
  "NRG",
  "EG",
  "PAYC",
  "FDX",
  "AME",
  "ALLY",
  "STLA",
  "STM",
  null,
  "STE",
  "KMB",
  "LULU",
  "ADP",
  "AZO",
  "AVTR",
  "AXTA",
  "AVA",
  "AXS",
  "BALL",
  "BAC",
  null,
  "BANC",
  "OZK",
  "BBVA",
  "BNS",
  "BHC",
  "BMO",
  "BCS",
  "BK",
  "BRK-B",
  "BAX",
  "BDX",
  "BRBR",
  "BCBP",
  "BHP",
  "BKH",
  "BB",
  "BCRX",
  "BNTX",
  "BIO",
  "BBY",
  "BMRN",
  "TECH",
  null,
  null,
  null,
  "BXMT",
  "BPMC",
  "BA",
  "BAH",
  null,
  "OWL",
  "BHF",
  "EAT",
  "BWA",
  "BMY",
  "BHR",
  "BORR.OL",
  "BOX",
  "BRCC",
  "BTI",
  "BRT",
  "BC",
  "BLDR",
  "BAM.TO",
  "BRKR",
  "BR",
  "BG",
  "CHRW",
  "BUR",
  "CBT",
  "BWXT",
  "BXP",
  "BURL",
  "CZR",
  "CAE",
  "CCJ",
  "CMCL",
  "CM",
  "CPB",
  "CNI",
  "CDNS",
  "CPT",
  "CTLP",
  "CWST",
  "CG",
  "CVNA",
  "CRDF",
  "CARR",
  "CCL",
  "CSL",
  "CBOE",
  "CVCO",
  "CE",
  "CBRE",
  "CDW",
  "CAVA",
  "CASY",
  "CVE",
  "CNC",
  "CNP",
  "CELH",
  "CF",
  "CHX",
  "CC",
  "CPK",
  "CRL",
  "CHE",
  "CVX",
  "LNG",
  "CHTR",
  "CIEN",
  "CINF",
  "CB",
  "CHRD",
  "CHDN",
  "CMG",
  "CHD",
  "CTAS",
  "CSCO",
  "CIVI",
  "CFG",
  "NET",
  "C",
  "CLX",
  "CLPR",
  "CMTG",
  "YOU",
  "CNA",
  "CME",
  null,
  "KO",
  "CCEP",
  "CGNX",
  "COIN",
  "CHRS",
  "CNS",
  "FIX",
  "CMCSA",
  "COLB",
  "CTSH",
  "CL",
  "COHU",
  "COP",
  "CNMD",
  "CON",
  "CRK",
  "CNXC",
  "CCSI",
  "STZ",
  "COO",
  "CEG",
  "CPRT",
  "CSTM",
  "CORT",
  "ED",
  "CRSR",
  "CTRA",
  "COTY",
  "COST",
  "GLW",
  "CTVA",
  "CSGP",
  "CNM",
  "CPNG",
  "CRNX",
  "CRAI",
  "CROX",
  "CUZ",
  "CRH",
  "CR",
  "CRWD",
  "CVS",
  "CSX",
  "CCK",
  "CUBE",
  "CFR",
  "CYBR",
  "DHR",
  "DDOG",
  "DC",
  "DVA",
  "CYTK",
  "DELL",
  "DE",
  "DB",
  "DSGX",
  "DVN",
  "FANG",
  "XRAY",
  "DAL",
  "DXCM",
  null,
  null,
  "DFS",
  "DLB",
  "DIOD",
  "DLR",
  "DOCU",
  "DEC.L",
  "DCI",
  "DPZ",
  "DV",
  null,
  "IJT",
  null,
  "J",
  "ADI",
  "MCO",
  "VMC",
  "VOD",
  "TRNO",
  "TTEK",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  null,
  "IWM",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "MED",
  "NFLX",
  "PM",
  "PH",
  null,
  "AWK",
  null,
  null,
  "APO",
  "MO",
  "MLM",
  "XLK",
  "ITOT",
  "URI",
  "MCHP",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-30
Total Holdings: 1,553
Total Value: 418021097
Accession Number: 0001822587-25-000002
Form Type: 13F-HR
CIK: cornerstone-planning-group
Manager Name: Cornerstone-Planning-Group

Data Enrichment

84% identified

1,309 identified244 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,553 positions • $418.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 78

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INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:133.9K

Value:$60.9M

% of Portfolio:14.6% ($60.9M/$418.0M)

921943858

VEA|921943858

Shares:1.1M

Value:$58.3M

% of Portfolio:13.9% ($58.3M/$418.0M)

921937819

BIV|921937819

Shares:476.4K

Value:$36.1M

% of Portfolio:8.6% ($36.1M/$418.0M)

808524771

FNDX|808524771

Shares:1.4M

Value:$32.0M

% of Portfolio:7.7% ($32.0M/$418.0M)

46434V290

Shares:399.8K

Value:$23.7M

% of Portfolio:5.7% ($23.7M/$418.0M)

464288307

Shares:329.2K

Value:$22.9M

% of Portfolio:5.5% ($22.9M/$418.0M)

46435G250

Shares:318.0K

Value:$14.6M

% of Portfolio:3.5% ($14.6M/$418.0M)

46435G102

Shares:164.9K

Value:$13.7M

% of Portfolio:3.3% ($13.7M/$418.0M)

464288562

Shares:151.4K

Value:$12.5M

% of Portfolio:3.0% ($12.5M/$418.0M)

33739P103

Shares:199.7K

Value:$12.5M

% of Portfolio:3.0% ($12.5M/$418.0M)

92647N535

Shares:236.1K

Value:$11.9M

% of Portfolio:2.8% ($11.9M/$418.0M)

33737J307

Shares:310.7K

Value:$11.3M

% of Portfolio:2.7% ($11.3M/$418.0M)

69374H881

Shares:193.4K

Value:$9.8M

% of Portfolio:2.3% ($9.8M/$418.0M)

33734X168

Shares:171.8K

Value:$8.9M

% of Portfolio:2.1% ($8.9M/$418.0M)

Apple Inc.

AAPL|037833100

Shares:29.6K

Value:$6.1M

% of Portfolio:1.4% ($6.1M/$418.0M)

808524797

SCHD|808524797

Shares:220.4K

Value:$5.6M

% of Portfolio:1.3% ($5.6M/$418.0M)

464287614

IWF|464287614

Shares:15.5K

Value:$5.4M

% of Portfolio:1.3% ($5.4M/$418.0M)

46434V803

HEFA|46434V803

Shares:101.1K

Value:$3.6M

% of Portfolio:0.9% ($3.6M/$418.0M)

NVIDIA CORP

NVDA|67066G104

Shares:28.4K

Value:$2.9M

% of Portfolio:0.7% ($2.9M/$418.0M)

46435G474

Shares:94.1K

Value:$2.4M

% of Portfolio:0.6% ($2.4M/$418.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	133.9K	QoQ +8.35% (-10.3K) YoY +8.82% (+10.9K)	All Managers (Combined)	$60.9M	14.6% ($60.9M/$418.0M)	QoQ -4.21% (-$2.7M) YoY +13.59% (+$7.3M)
(VEAcusip921943858)	1.1M	QoQ +5.98% (+63.8K) YoY +26.54% (+236.8K)	All Managers (Combined)	$58.3M	13.9% ($58.3M/$418.0M)	QoQ +9.63% (+$5.1M) YoY +31.87% (+$14.1M)
(BIVcusip921937819)	476.4K	QoQ +3.98% (+18.3K) YoY +178.01% (+305.0K)	All Managers (Combined)	$36.1M	8.6% ($36.1M/$418.0M)	QoQ +4.77% (+$1.6M) YoY +184.35% (+$23.4M)
(FNDXcusip808524771)	1.4M	QoQ +5.69% (-77.2K) YoY NEW(+1.4M)	All Managers (Combined)	$32.0M	7.7% ($32.0M/$418.0M)	QoQ -4.68% (-$1.6M) YoY NEW(+$32.0M)
(cusip46434V290)✕	399.8K	QoQ +7.63% (-28.3K) YoY NEW(+399.8K)	All Managers (Combined)	$23.7M	5.7% ($23.7M/$418.0M)	QoQ -9.24% (-$2.4M) YoY NEW(+$23.7M)
(cusip464288307)✕	329.2K	QoQ +5.81% (-18.1K) YoY +20.23% (+55.4K)	All Managers (Combined)	$22.9M	5.5% ($22.9M/$418.0M)	QoQ -6.51% (-$1.6M) YoY +23.87% (+$4.4M)
(cusip46435G250)✕	318.0K	QoQ +3.27% (-10.1K) YoY +23.59% (+60.7K)	All Managers (Combined)	$14.6M	3.5% ($14.6M/$418.0M)	QoQ -0.43% (-$64.1K) YoY +22.24% (+$2.7M)
(cusip46435G102)✕	164.9K	QoQ +0.71% (-1.2K) YoY +12.42% (+18.2K)	All Managers (Combined)	$13.7M	3.3% ($13.7M/$418.0M)	QoQ -3.97% (-$567.3K) YoY +19.86% (+$2.3M)
(cusip464288562)✕	151.4K	QoQ +7.11% (+10.1K) YoY +26.50% (+31.7K)	All Managers (Combined)	$12.5M	3.0% ($12.5M/$418.0M)	QoQ +6.47% (+$759.4K) YoY +44.90% (+$3.9M)
(cusip33739P103)✕	199.7K	QoQ +5.83% (-11.0K) YoY +23.61% (+38.2K)	All Managers (Combined)	$12.5M	3.0% ($12.5M/$418.0M)	QoQ -1.38% (-$175.3K) YoY +28.34% (+$2.8M)
(cusip92647N535)✕	236.1K	QoQ -1.52% (-3.7K) YoY +0.49% (+1.2K)	All Managers (Combined)	$11.9M	2.8% ($11.9M/$418.0M)	QoQ -1.58% (-$191.3K) YoY +1.92% (+$224.9K)
(cusip33737J307)✕	310.7K	QoQ +8.74% (+25.0K) YoY +31.33% (+74.1K)	All Managers (Combined)	$11.3M	2.7% ($11.3M/$418.0M)	QoQ +5.77% (+$618.5K) YoY +18.75% (+$1.8M)
(cusip69374H881)✕	193.4K	QoQ +6.05% (-11.0K) YoY NEW(+193.4K)	All Managers (Combined)	$9.8M	2.3% ($9.8M/$418.0M)	QoQ -8.78% (-$944.8K) YoY NEW(+$9.8M)
(cusip33734X168)✕	171.8K	QoQ +11.05% (-17.1K) YoY +50.68% (+57.8K)	All Managers (Combined)	$8.9M	2.1% ($8.9M/$418.0M)	QoQ -4.04% (-$375.2K) YoY +14.65% (+$1.1M)
Apple Inc.(AAPLcusip037833100)	29.6K	QoQ +8.30% (-2.3K) YoY +78.54% (+13.0K)	All Managers (Combined)	$6.1M	1.4% ($6.1M/$418.0M)	QoQ -3.60% (-$226.3K) YoY +99.20% (+$3.0M)
(SCHDcusip808524797)	220.4K	QoQ -2.04% (-4.6K) YoY -46.54% (-191.9K)	All Managers (Combined)	$5.6M	1.3% ($5.6M/$418.0M)	QoQ -12.48% (-$798.8K) YoY -82.57% (-$26.5M)
(IWFcusip464287614)	15.5K	QoQ +0.24% (-38) YoY +0.40% (+63)	All Managers (Combined)	$5.4M	1.3% ($5.4M/$418.0M)	QoQ -13.19% (-$826.0K) YoY +5.86% (+$300.9K)
(HEFAcusip46434V803)	101.1K	QoQ +0.43% (-440) YoY +4.32% (+4.2K)	All Managers (Combined)	$3.6M	0.9% ($3.6M/$418.0M)	QoQ -1.84% (-$67.0K) YoY +6.01% (+$202.2K)
NVIDIA CORP(NVDAcusip67066G104)	28.4K	QoQ +30.92% (+6.7K) YoY +3231.53% (+27.6K)	All Managers (Combined)	$2.9M	0.7% ($2.9M/$418.0M)	QoQ +13.55% (+$348.5K) YoY +285.77% (+$2.2M)
(cusip46435G474)✕	94.1K	QoQ +1.65% (-1.5K) YoY +9.54% (+8.2K)	All Managers (Combined)	$2.4M	0.6% ($2.4M/$418.0M)	QoQ -2.50% (-$62.8K) YoY +7.89% (+$179.1K)