Long-term investor
Cornerstone Planning Group LLC @cornerstoneplanninggroup
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001822587).
Record
- Tracked since 2025-12-31 (257 days), 28 trades recorded
- Returns: week n/a · month n/a · 90 days +2.5% · 6 months n/a · 1 year n/a · all +6.3%
- Max drawdown n/a · win rate 12% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- QQQM · 10.9% · long · since 2025-12-31
- FENI · 9.5% · long · since 2025-12-31
- FNDX · 6.9% · long · since 2025-12-31
- BIV · 5.8% · long · since 2025-12-31
- SMLF · 5.2% · long · since 2025-12-31
- IMCG · 4.7% · long · since 2025-12-31
- IVV · 2.7% · long · since 2025-12-31
- ICVT · 2.6% · long · since 2025-12-31
- REZ · 2.6% · long · since 2025-12-31
- HYDB · 2.4% · long · since 2025-12-31
- FTLS · 2.3% · long · since 2025-12-31
- FNDE · 2.2% · long · since 2025-12-31