§ 13F · FUND PROFILE
Cornerstone Planning, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 112Turnover · — · Q4Filed · Apr 1, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2024
FILED APR 1, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | BSCP | INVESCO EXCH TRD SLF IDX FD | 1.08M | $22.4T | — | — |
| 2 | IBDQ | ISHARES TR | 716K | $17.9T | — | — |
| 3 | IAU | ISHARES TR | 740K | $17.3T | — | — |
| 4 | SCHX | SCHWAB STRATEGIC TR | 573K | $13.3T | — | — |
| 5 | NVDA | NVIDIA CORPORATION | 62K | $8.4T | — | — |
| 6 | BILS | SPDR SER TR | 70K | $6.9T | — | — |
| 7 | AAPL | APPLE INC | 20K | $5.1T | — | — |
| 8 | MSFT | MICROSOFT CORP | 11K | $4.8T | — | — |
| 9 | AVGO | BROADCOM INC | 21K | $4.8T | — | — |
| 10 | META | META PLATFORMS INC | 7K | $3.9T | — | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CORNERSTONE SIGNAL
AC read
Cornerstone Planning, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2024
Steady book
+0 buys · −0 exits · 0 changed