Cornerstone Planning, LLC
142 holdingsFiling period: 2026-03-31Current AUM: $480.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | 691.3K | $17.7M | $20.3M | 4.23% | -40,120 | 2026-03-31 |
| 2 | BSCS | INVESCO EXCH TRD SLF IDX FD | 622.6K | $12.7M | $12.7M | 2.64% | +198.6K | 2026-03-31 |
| 3 | IBDT | ISHARES TR | 499.6K | $12.7M | $12.6M | 2.63% | +160.4K | 2026-03-31 |
| 4 | NVDA | NVIDIA CORPORATION | 68.2K | $11.9M | $13.7M | 2.85% | -5,563 | 2026-03-31 |
| 5 | BSCT | INVESCO EXCH TRD SLF IDX FD | 593.8K | $11.1M | $11.0M | 2.29% | +202.9K | 2026-03-31 |
| 6 | IBHF | ISHARES TR | 428.9K | $9.9M | $9.7M | 2.02% | -12,237 | 2026-03-31 |
| 7 | BSJQ | INVESCO EXCH TRD SLF IDX FD | 422.3K | $9.8M | $9.7M | 2.02% | -13,958 | 2026-03-31 |
| 8 | IBDS | ISHARES TR | 398.3K | $9.7M | $9.7M | 2.01% | +39.7K | 2026-03-31 |
| 9 | BSCU | INVESCO EXCH TRD SLF IDX FD | 567.0K | $9.5M | $9.4M | 1.95% | +140.2K | 2026-03-31 |
| 10 | IBDV | ISHARES TR | 430.1K | $9.4M | $9.3M | 1.94% | +101.7K | 2026-03-31 |
| 11 | BSCV | INVESCO EXCH TRD SLF IDX FD | 570.7K | $9.4M | $9.3M | 1.93% | -- | 2026-03-31 |
| 12 | IBDX | ISHARES TR | 370.1K | $9.4M | $9.2M | 1.92% | -- | 2026-03-31 |
| 13 | IBDW | ISHARES TR | 446.5K | $9.4M | $9.2M | 1.92% | -- | 2026-03-31 |
| 14 | BSCW | INVESCO EXCH TRD SLF IDX FD | 453.4K | $9.4M | $9.2M | 1.91% | -- | 2026-03-31 |
| 15 | AAPL | APPLE INC | 35.5K | $9.0M | $11.0M | 2.29% | -431 | 2026-03-31 |
| 16 | IBDU | ISHARES TR | 361.4K | $8.4M | $8.4M | 1.74% | +285.6K | 2026-03-31 |
| 17 | BSCQ | INVESCO EXCH TRD SLF IDX FD | 359.5K | $7.0M | $7.0M | 1.46% | -394,880 | 2026-03-31 |
| 18 | IBDR | ISHARES TR | 287.2K | $7.0M | $7.0M | 1.45% | -308,116 | 2026-03-31 |
| 19 | BSCR | INVESCO EXCH TRD SLF IDX FD | 343.6K | $6.8M | $6.7M | 1.41% | -96,456 | 2026-03-31 |
| 20 | AMZN | AMAZON COM INC | 30.6K | $6.4M | $8.3M | 1.73% | +687 | 2026-03-31 |
| 21 | WMT | WALMART INC | 50.5K | $6.3M | $5.6M | 1.17% | -3,043 | 2026-03-31 |
| 22 | HDV | ISHARES TR | 43.6K | $5.9M | $6.3M | 1.30% | +6.2K | 2026-03-31 |
| 23 | AVGO | BROADCOM INC | 17.8K | $5.5M | $6.9M | 1.45% | -2,547 | 2026-03-31 |
| 24 | MSFT | MICROSOFT CORP | 14.6K | $5.4M | $6.8M | 1.41% | +1.2K | 2026-03-31 |
| 25 | GOOGL | ALPHABET INC | 16.5K | $4.7M | $5.9M | 1.22% | -5,048 | 2026-03-31 |
← Scroll →
Page 1 of 6