Cornerstone Financial Management LLC - Portfolio overview

Cornerstone Financial Management LLC has 1308 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VGSH - VANGUARD SHORT-TERM TREASURY ETF, 5.04%
2. MGV - VANGUARD MEGA CAP VALUE ETF, 4.93%
3. VGIT - VANGUARD INTERMEDIATE-TERM TREASURY ETF, 4.89%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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