Long-term investor
Cornerstone Financial Management LLC @cornerstonefinancialmana
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002110329).
Record
- Tracked since 2025-12-31 (257 days), 12 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +6.1%
- Max drawdown n/a · win rate 10% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- MGV · 4.9% · long · since 2025-12-31
- MGK · 4.7% · long · since 2025-12-31
- VGSH · 4.3% · long · since 2025-12-31
- VGIT · 4.1% · long · since 2025-12-31
- SCHX · 3.7% · long · since 2025-12-31
- LMBS · 3.2% · long · since 2025-12-31
- MGC · 3.2% · long · since 2025-12-31
- VMBS · 3.2% · long · since 2025-12-31
- VIG · 3.0% · long · since 2025-12-31
- EFG · 2.3% · long · since 2025-12-31
- EFV · 2.2% · long · since 2025-12-31
- AAPL · 1.8% · long · since 2025-12-31