Cornerstone Planning, LLC - Portfolio overview

Cornerstone Planning, LLC has 160 reported holdings in this dataset, with the latest filing dated 2026-05-11.

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. BSCP - INVESCO EXCH TRD SLF IDX FD, 4.31%
2. IBDQ - ISHARES TR, 3.45%
3. SCHX - SCHWAB STRATEGIC TR, 3.41%

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

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