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 3 of 78

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LINDE PLC

LIN|G54950103

Shares:1.1K

Value:$511.6K

% of Portfolio:0.1% ($511.6K/$418.0M)

PARSONS CORP

PSN|70202L102

Shares:7.8K

Value:$506.5K

% of Portfolio:0.1% ($506.5K/$418.0M)

Dell Technologies Inc.

DELL|24703L202

Shares:5.7K

Value:$503.8K

% of Portfolio:0.1% ($503.8K/$418.0M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:1.1K

Value:$502.3K

% of Portfolio:0.1% ($502.3K/$418.0M)

EXXON MOBIL CORP

XOM|30231G102

Shares:4.6K

Value:$491.8K

% of Portfolio:0.1% ($491.8K/$418.0M)

Alphabet Inc.

GOOGL|02079K305

Shares:3.2K

Value:$489.8K

% of Portfolio:0.1% ($489.8K/$418.0M)

922908769

VTI|922908769

Shares:1.8K

Value:$481.3K

% of Portfolio:0.1% ($481.3K/$418.0M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:899

Value:$473.6K

% of Portfolio:0.1% ($473.6K/$418.0M)

92189F437

Shares:16.7K

Value:$467.2K

% of Portfolio:0.1% ($467.2K/$418.0M)

Alphabet Inc.

GOOG|02079K107

Shares:2.9K

Value:$450.3K

% of Portfolio:0.1% ($450.3K/$418.0M)

HOME DEPOT, INC.

HD|437076102

Shares:1.2K

Value:$418.6K

% of Portfolio:0.1% ($418.6K/$418.0M)

92203J407

BNDX|92203J407

Shares:8.3K

Value:$407.6K

% of Portfolio:0.1% ($407.6K/$418.0M)

46434V613

Shares:8.5K

Value:$387.8K

% of Portfolio:0.1% ($387.8K/$418.0M)

Broadcom Inc.

AVGO|11135F101

Shares:2.2K

Value:$387.3K

% of Portfolio:0.1% ($387.3K/$418.0M)

808524805

SCHF|808524805

Shares:19.2K

Value:$385.5K

% of Portfolio:0.1% ($385.5K/$418.0M)

464288414

MUB|464288414

Shares:3.5K

Value:$360.9K

% of Portfolio:0.1% ($360.9K/$418.0M)

808524102

SCHB|808524102

Shares:17.5K

Value:$360.4K

% of Portfolio:0.1% ($360.4K/$418.0M)

ELI LILLY & Co

LLY|532457108

Shares:432

Value:$358.4K

% of Portfolio:0.1% ($358.4K/$418.0M)

AbbVie Inc.

ABBV|00287Y109

Shares:2.0K

Value:$354.9K

% of Portfolio:0.1% ($354.9K/$418.0M)

Walmart Inc.

WMT|931142103

Shares:3.7K

Value:$349.0K

% of Portfolio:0.1% ($349.0K/$418.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
LINDE PLC(LINcusipG54950103)	1.1K	QoQ +9.29% (+97) YoY +2.42% (+27)	All Managers (Combined)	$511.6K	0.1% ($511.6K/$418.0M)	QoQ +11.46% (+$52.6K) YoY +8.41% (+$39.7K)
PARSONS CORP(PSNcusip70202L102)	7.8K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$506.5K	0.1% ($506.5K/$418.0M)	QoQ -22.90% (-$150.5K) YoY -17.07% (-$104.3K)
Dell Technologies Inc.(DELLcusip24703L202)	5.7K	QoQ NEW(+5.7K) YoY NEW(+5.7K)	All Managers (Combined)	$503.8K	0.1% ($503.8K/$418.0M)	QoQ NEW(+$503.8K) YoY NEW(+$503.8K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	1.1K	QoQ +1.97% (-21) YoY +6.58% (+67)	All Managers (Combined)	$502.3K	0.1% ($502.3K/$418.0M)	QoQ -6.20% (-$33.2K) YoY +7.01% (+$32.9K)
EXXON MOBIL CORP(XOMcusip30231G102)	4.6K	QoQ +53.89% (+1.6K) YoY +17.28% (+675)	All Managers (Combined)	$491.8K	0.1% ($491.8K/$418.0M)	QoQ +49.96% (+$163.8K) YoY +8.57% (+$38.9K)
Alphabet Inc.(GOOGLcusip02079K305)	3.2K	QoQ +32.42% (+772) YoY +25.26% (+636)	All Managers (Combined)	$489.8K	0.1% ($489.8K/$418.0M)	QoQ +7.25% (+$33.1K) YoY +16.35% (+$68.8K)
(VTIcusip922908769)	1.8K	QoQ +272.09% (+1.3K) YoY +171.06% (+1.2K)	All Managers (Combined)	$481.3K	0.1% ($481.3K/$418.0M)	QoQ +229.88% (+$335.4K) YoY +181.63% (+$310.4K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	899	QoQ +7.66% (+64) YoY +19.86% (+149)	All Managers (Combined)	$473.6K	0.1% ($473.6K/$418.0M)	QoQ +19.48% (+$77.2K) YoY +57.52% (+$172.9K)
(cusip92189F437)✕	16.7K	QoQ -9.63% (-1.8K) YoY -44.57% (-13.4K)	All Managers (Combined)	$467.2K	0.1% ($467.2K/$418.0M)	QoQ -12.86% (-$69.0K) YoY -45.52% (-$390.5K)
Alphabet Inc.(GOOGcusip02079K107)	2.9K	QoQ +22.37% (-522) YoY +37.65% (+781)	All Managers (Combined)	$450.3K	0.1% ($450.3K/$418.0M)	QoQ -0.38% (-$1.7K) YoY +28.47% (+$99.8K)
HOME DEPOT, INC.(HDcusip437076102)	1.2K	QoQ +11.70% (-123) YoY +12.55% (+131)	All Managers (Combined)	$418.6K	0.1% ($418.6K/$418.0M)	QoQ -6.29% (-$28.1K) YoY +17.11% (+$61.2K)
(BNDXcusip92203J407)	8.3K	QoQ +67.15% (+3.3K) YoY -16.00% (-1.6K)	All Managers (Combined)	$407.6K	0.1% ($407.6K/$418.0M)	QoQ +67.99% (+$165.0K) YoY -15.04% (-$72.2K)
(cusip46434V613)✕	8.5K	QoQ +15.57% (+1.1K) YoY -51.17% (-8.9K)	All Managers (Combined)	$387.8K	0.1% ($387.8K/$418.0M)	QoQ +15.58% (+$52.3K) YoY -50.44% (-$394.7K)
Broadcom Inc.(AVGOcusip11135F101)	2.2K	QoQ +83.48% (+996) YoY +2204.21% (+2.1K)	All Managers (Combined)	$387.3K	0.1% ($387.3K/$418.0M)	QoQ +60.62% (+$146.2K) YoY +220.97% (+$266.6K)
(SCHFcusip808524805)	19.2K	QoQ -2.30% (-453) YoY +57.89% (-7.0K)	All Managers (Combined)	$385.5K	0.1% ($385.5K/$418.0M)	QoQ +1.32% (-$5.1K) YoY -17.68% (-$82.8K)
(MUBcusip464288414)	3.5K	QoQ +60.73% (+1.3K) YoY +60.95% (+1.3K)	All Managers (Combined)	$360.9K	0.1% ($360.9K/$418.0M)	QoQ +55.67% (+$129.1K) YoY +56.17% (+$129.8K)
(SCHBcusip808524102)	17.5K	QoQ +64.98% (+6.9K) YoY +12129.37% (+17.3K)	All Managers (Combined)	$360.4K	0.1% ($360.4K/$418.0M)	QoQ +46.12% (+$113.8K) YoY +4132.85% (+$351.9K)
ELI LILLY & Co(LLYcusip532457108)	432	QoQ +303.73% (+325) YoY +390.90% (+344)	All Managers (Combined)	$358.4K	0.1% ($358.4K/$418.0M)	QoQ +314.28% (+$271.9K) YoY +454.10% (+$293.7K)
AbbVie Inc.(ABBVcusip00287Y109)	2.0K	QoQ +27.48% (+432) YoY -41.12% (-1.4K)	All Managers (Combined)	$354.9K	0.1% ($354.9K/$418.0M)	QoQ +27.57% (+$76.7K) YoY -36.34% (-$202.6K)
Walmart Inc.(WMTcusip931142103)	3.7K	QoQ +57.65% (+1.3K) YoY +57.59% (+1.3K)	All Managers (Combined)	$349.0K	0.1% ($349.0K/$418.0M)	QoQ +53.71% (+$122.0K) YoY +150.23% (+$209.5K)