Long-term investor
Cornerstone Planning, LLC @cornerstoneplanningllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001802105).
Record
- Tracked since 2024-12-31 (622 days), 156 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +1.5%
- Max drawdown n/a · win rate 17% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SCHX · 4.7% · long · since 2025-12-31
- NVDA · 3.2% · long · since 2025-12-31
- BSCS · 3.0% · long · since 2025-12-31
- IBDT · 3.0% · long · since 2025-12-31
- BSCT · 2.6% · long · since 2025-12-31
- IBDS · 2.3% · long · since 2025-12-31
- BSJQ · 2.3% · long · since 2025-12-31
- BSCU · 2.3% · long · since 2025-12-31
- IBHF · 2.2% · long · since 2025-12-31
- BSCV · 2.2% · long · since 2026-03-31
- IBDV · 2.2% · long · since 2025-12-31
- IBDX · 2.2% · long · since 2026-03-31