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CP
Cornerstone Planning Portfolio holdings
AUM
$443M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$443M
AUM Growth
+$12.2M
(+2.8%)
Holding
152
Top Buys
| 1 | +$69.7M | |
| 2 | +$9.5M | |
| 3 | +$9.45M | |
| 4 |
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
|
+$9.44M |
| 5 |
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
|
+$9.43M |
Top Sells
| 1 | +$11.7M | |
| 2 | +$11.6M | |
| 3 | +$9.34M | |
| 4 |
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
|
+$7.72M |
| 5 |
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
|
+$7.47M |
Sector Composition
| 1 | Technology | 14.52% |
| 2 | Financials | 8.06% |
| 3 | Healthcare | 6.34% |
| 4 | Consumer Staples | 5.15% |
| 5 | Communication Services | 5.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Visa
V
$689B
| $3.11M | 0.7% |
10,279
-403
|
|
||
52
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.19B
| $3.11M | 0.7% |
+138,194
|
|
||
53
Chubb
CB
$140B
| $3.07M | 0.69% |
9,414
-331
|
|
||
54
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.77B
| $3.04M | 0.69% |
+136,349
|
|
||
55
Lowe's Companies
LOW
$128B
| $3.04M | 0.69% |
12,833
-42
|
|
||
56
AbbVie
ABBV
$461B
| $3.03M | 0.68% |
13,921
-1,051
|
|
||
57
Albemarle
ALB
$16B
| $2.96M | 0.67% |
+16,484
|
|
||
58
General Dynamics
GD
$101B
| $2.96M | 0.67% |
8,605
-1,502
|
|
||
59
Vanguard Total International Stock ETF
VXUS
$151B
| $2.94M | 0.66% |
+38,165
|
|
||
60
American Express
AXP
$240B
| $2.94M | 0.66% |
9,714
-899
|
|
||
61
Nucor
NUE
$50.3B
| $2.92M | 0.66% |
17,275
+4,519
|
|
||
62
Home Depot
HD
$357B
| $2.87M | 0.65% |
8,714
+727
|
|
||
63
Lam Research
LRCX
$439B
| $2.82M | 0.64% |
+13,167
|
|
||
64
Mastercard
MA
$477B
| $2.81M | 0.63% |
5,614
-67
|
|
||
65
Morgan Stanley
MS
$337B
| $2.75M | 0.62% |
16,711
-3,591
|
|
||
66
Micron Technology
MU
$1.1T
| $2.66M | 0.6% |
+7,863
|
|
||
67
Vanguard US Minimum Volatility ETF
VFMV
$426M
| $2.56M | 0.58% |
19,232
-10,477
|
|
||
68
Walt Disney
DIS
$173B
| $2.56M | 0.58% |
26,503
+242
|
|
||
69
Abbott
ABT
$166B
| $2.52M | 0.57% |
24,490
+1,784
|
|
||
70
Amgen
AMGN
$202B
| $2.48M | 0.56% |
7,054
+492
|
|
||
71
Duke Energy
DUK
$101B
| $2.46M | 0.56% |
18,770
+4,641
|
|
||
72
UnitedHealth
UNH
$386B
| $2.44M | 0.55% |
9,006
+1,993
|
|
||
73
Qualcomm
QCOM
$186B
| $2.44M | 0.55% |
18,911
+606
|
|
||
74
Travelers Companies
TRV
$72.8B
| $2.39M | 0.54% |
8,182
+649
|
|
||
75
Salesforce
CRM
$136B
| $2.37M | 0.54% |
12,699
+2,235
|
|