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 | |
|---|---|---|---|---|---|---|
151
Vanguard Intermediate-Term Treasury ETF
VGIT
$40.1B
| – | – |
-194,228
|
|
||
152
Vanguard Large-Cap ETF
VV
$52.3B
| – | – |
-1,074
|
|