Universe · entity
Cornerstone Management, Inc.
Institutional manager (13F) · CIK 1587867
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $624M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $150M | 343,333 |
| 2 | J P MORGAN EXCHANGE TRADED F | $104M | 2,054,190 |
| 3 | VANGUARD INDEX FDS | $102M | 517,970 |
| 4 | ISHARES TR | $44M | 445,933 |
| 5 | ISHARES TR | $25M | 254,679 |
| 6 | SPDR SERIES TRUST | $23M | 733,194 |
| 7 | DIMENSIONAL ETF TRUST | $16M | 343,315 |
| 8 | ELEVATION SERIES TRUST | $16M | 604,973 |
| 9 | SPDR SERIES TRUST | $16M | 531,884 |
| 10 | VANGUARD INDEX FDS | $14M | 43,574 |
| 11 | ISHARES TR | $13M | 138,932 |
| 12 | VANGUARD INDEX FDS | $10M | 31,964 |
| 13 | ISHARES TR | $9M | 158,024 |
| 14 | BERKSHIRE HATHAWAY INC DEL | $8M | 11 |
| 15 | BERKSHIRE HATHAWAY INC DEL | $7M | 15,627 |
| 16 | VANGUARD INDEX FDS | $7M | 24,894 |
| 17 | VANGUARD INDEX FDS | $7M | 30,698 |
| 18 | ISHARES TR | $6M | 176,375 |
| 19 | ISHARES INC | $6M | 85,239 |
| 20 | ISHARES TR | $6M | 72,361 |
| 21 | ISHARES TR | $5M | 47,476 |
| 22 | ISHARES TR | $5M | 31,760 |
| 23 | VANGUARD SPECIALIZED FUNDS | $3M | 12,450 |
| 24 | AMERICAN CENTY ETF TR | $2M | 22,317 |
| 25 | FIRST TR EXCHANGE-TRADED FD | $2M | 15,223 |
| 26 | INVESCO EXCHANGE TRADED FD T | $2M | 10,792 |
| 27 | PACER FDS TR | $1M | 42,082 |
| 28 | ISHARES TR | $1M | 13,686 |
| 29 | SPDR SERIES TRUST | $1M | 32,287 |
| 30 | PACER FDS TR | $1M | 27,705 |
| 31 | AFLAC INC | $946k | 8,624 |
| 32 | COCA COLA CO | $926k | 12,179 |
| 33 | LAM RESEARCH CORP | $861k | 4,031 |
| 34 | GLOBE LIFE INC | $726k | 5,220 |
| 35 | GLOBAL PMTS INC | $692k | 10,279 |
| 36 | WESTERN MIDSTREAM PARTNERS L | $689k | 16,735 |
| 37 | NVIDIA CORPORATION | $659k | 3,780 |
| 38 | GLOBAL X FDS | $646k | 8,265 |
| 39 | FIDELITY COVINGTON TRUST | $621k | 8,841 |
| 40 | ISHARES TR | $616k | 2,817 |
| 41 | GLOO HOLDINGS INC | $601k | 125,000 |
| 42 | BANK AMERICA CORP | $497k | 10,200 |
| 43 | ELI LILLY & CO | $450k | 489 |
| 44 | SOUTHSTATE BK CORP | $435k | 4,704 |
| 45 | SPDR GOLD TR | $430k | 1,000 |
| 46 | SOUTHERN CO | $367k | 3,802 |
| 47 | VANGUARD INDEX FDS | $365k | 1,221 |
| 48 | VANGUARD BD INDEX FDS | $322k | 4,374 |
| 49 | ISHARES SILVER TR | $317k | 4,650 |
| 50 | DUKE ENERGY CORP NEW | $307k | 2,346 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.