Universe · entity
Cornerstone Planning, LLC
Institutional manager (13F) · CIK 1802105
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $316M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | $18M | 691,254 |
| 2 | INVESCO EXCH TRD SLF IDX FD | $13M | 622,570 |
| 3 | ISHARES TR | $13M | 499,609 |
| 4 | NVIDIA CORPORATION | $12M | 68,220 |
| 5 | INVESCO EXCH TRD SLF IDX FD | $11M | 593,753 |
| 6 | ISHARES TR | $10M | 428,911 |
| 7 | INVESCO EXCH TRD SLF IDX FD | $10M | 422,338 |
| 8 | ISHARES TR | $10M | 398,278 |
| 9 | INVESCO EXCH TRD SLF IDX FD | $9M | 567,021 |
| 10 | ISHARES TR | $9M | 430,138 |
| 11 | INVESCO EXCH TRD SLF IDX FD | $9M | 570,689 |
| 12 | ISHARES TR | $9M | 370,140 |
| 13 | ISHARES TR | $9M | 446,549 |
| 14 | INVESCO EXCH TRD SLF IDX FD | $9M | 453,415 |
| 15 | APPLE INC | $9M | 35,507 |
| 16 | ISHARES TR | $8M | 361,431 |
| 17 | INVESCO EXCH TRD SLF IDX FD | $7M | 359,514 |
| 18 | ISHARES TR | $7M | 287,167 |
| 19 | INVESCO EXCH TRD SLF IDX FD | $7M | 343,563 |
| 20 | AMAZON COM INC | $6M | 30,559 |
| 21 | WALMART INC | $6M | 50,523 |
| 22 | ISHARES TR | $6M | 43,578 |
| 23 | BROADCOM INC | $6M | 17,816 |
| 24 | MICROSOFT CORP | $5M | 14,577 |
| 25 | ALPHABET INC | $5M | 16,459 |
| 26 | META PLATFORMS INC | $5M | 8,268 |
| 27 | ISHARES TR | $5M | 49,756 |
| 28 | JOHNSON & JOHNSON | $5M | 18,806 |
| 29 | CHEVRON CORPORATION | $4M | 20,675 |
| 30 | CATERPILLAR INC | $4M | 5,938 |
| 31 | JPMORGAN CHASE & CO | $4M | 13,710 |
| 32 | NETFLIX INC. | $4M | 39,273 |
| 33 | BERKSHIRE HATHAWAY INC DEL | $4M | 7,817 |
| 34 | VERIZON COMMUNICATIONS INC | $4M | 73,765 |
| 35 | GOLDMAN SACHS GROUP INC | $4M | 4,239 |
| 36 | PROCTER & GAMBLE CO | $4M | 24,774 |
| 37 | SPDR SERIES TRUST | $4M | 39,044 |
| 38 | COSTCO WHOLESALE CORPORATION | $4M | 3,544 |
| 39 | INVESCO QQQ TR | $4M | 117,373 |
| 40 | ADVANCED MICRO DEVICES INC | $3M | 17,185 |
| 41 | COCA COLA CO | $3M | 45,058 |
| 42 | BANK AMERICA CORP | $3M | 69,570 |
| 43 | EXXON MOBIL CORP | $3M | 19,784 |
| 44 | MERCK & CO INC | $3M | 27,772 |
| 45 | CISCO SYS INC | $3M | 42,617 |
| 46 | PALANTIR TECHNOLOGIES INC | $3M | 22,258 |
| 47 | INTERNATIONAL BUSINESS MACHS | $3M | 13,289 |
| 48 | PEPSICO INC | $3M | 20,700 |
| 49 | ELI LILLY & CO | $3M | 3,491 |
| 50 | HONEYWELL INTL INC | $3M | 14,109 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.