Cornerstone Planning Group Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ3 2025
- Locationfairfield, NJ
- CIK0001822587
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
1,694 | $624.40 M | QQQM, FENI, FNDC, VYM | 13F-HR | Nov 4, 2025 | 000182258725000005 | ||
1,529 | $489.91 M | QQQM, FENI, BIV, FNDX | 13F-HR | Aug 11, 2025 | 000182258725000004 | ||
1,553 | $418.02 M | NDQ, VEA, BIV, FNDX | 13F-HR | Apr 30, 2025 | 000182258725000002 | ||
1,405 | $407.14 M | NDQ, VEA, BIV, FNDX | 13F-HR | Jan 29, 2025 | 000182258725000001 | ||
1,302 | $378.42 M | NDQ, VEA, FNDX, SMLF | 13F-HR | Nov 5, 2024 | 000182258724000005 | ||
1,262 | $348.79 M | NDQ, VEA, SCHD, IJR | 13F-HR | Aug 13, 2024 | 000182258724000003 | ||
1,106 | $321.51 M | NDQ, VEA, SCHD, IJR | 13F-HR | May 7, 2024 | 000182258724000002 | ||
967 | $302.83 M | NDQ, VEA, SCHD, IJR | 13F-HR | Feb 12, 2024 | 000182258724000001 | ||
1,212 | $262.41 M | NDQ, VEA, SCHD, IJR | 13F-HR | Nov 8, 2023 | 000182258723000004 | ||
1,569 | $253.08 M | NDQ, VEA, SCHD, IJR | 13F-HR | Aug 15, 2023 | 000182258723000003 | ||
1,561 | $238.76 M | VEA, NDQ, SCHD, IJR | 13F-HR | Feb 14, 2023 | 000182258723000002 |