Notify me when Cornerstone Management, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 68 | $613,182,646 | +$12,879,726 | -$9,431,568 | +$3,448,158 | VUG, VTV, JPST, AGG, EFA | 13F-HR | 05 Feb 2026, 17:52 |
| Q3 2025 | 63 | $604,705,780 | +$23,543,678 | -$22,234,866 | +$1,308,812 | VUG, VTV, JPST, AGG, EFA | 13F-HR | 10 Oct 2025, 15:09 |
| Q2 2025 | 62 | $575,276,525 | +$15,328,276 | -$5,607,027 | +$9,721,249 | VUG, VTV, JPST, AGG, FLRN | 13F-HR | 30 Jul 2025, 19:48 |
| Q1 2025 | 54 | $534,053,131 | +$28,556,981 | -$2,893,073 | +$25,663,908 | VUG, VTV, JPST, AGG, FLRN | 13F-HR | 21 Apr 2025, 20:54 |
| Q4 2024 | 53 | $516,729,465 | +$52,067,829 | -$12,602,845 | +$39,464,984 | VUG, VTV, JPST, AGG, FLRN | 13F-HR | 24 Jan 2025, 17:11 |
| Q3 2024 | 53 | $479,188,656 | +$10,865,994 | -$9,920,352 | +$945,642 | VUG, VTV, JPST, AGG, FLRN | 13F-HR | 08 Oct 2024, 18:00 |
| Q2 2024 | 54 | $454,798,705 | +$16,641,432 | -$16,390,475 | +$250,957 | VUG, VTV, JPST, AGG, EFA | 13F-HR | 23 Jul 2024, 21:58 |
| Q1 2024 | 54 | $450,515,521 | +$42,275,612 | -$2,931,021 | +$39,344,591 | VUG, VTV, JPST, AGG, FLRN | 13F-HR | 03 May 2024, 20:09 |
| Q4 2023 | 52 | $392,032,605 | +$4,686,669 | -$14,185,522 | -$9,498,853 | VTV, VUG, JPST, AGG, FLRN | 13F-HR | 19 Jan 2024, 16:48 |
| Q3 2023 | 49 | $374,215,726 | +$2,044,696 | -$9,104,752 | -$7,060,056 | VTV, JPST, VUG, AGG, FLRN | 13F-HR | 05 Oct 2023, 10:11 |
| Q2 2023 | 48 | $391,752,976 | +$12,504,344 | -$16,442,613 | -$3,938,269 | VTV, VUG, JPST, AGG, FLRN | 13F-HR | 10 Aug 2023, 13:21 |
| Q1 2023 | 248 | $383,368,338 | +$20,286,152 | -$4,540,554 | +$15,745,598 | VTV, JPST, VUG, AGG, EFA | 13F-HR | 11 May 2023, 17:29 |
| Q4 2022 | 241 | $355,019,604 | +$9,185,549 | -$40,505,713 | -$31,320,164 | VTV, JPST, VUG, AGG, EFA | 13F-HR | 09 May 2023, 10:04 |
| Q3 2022 | 248 | $368,090,055 | +$8,153,214 | -$9,413,446 | -$1,260,232 | JPST, VTV, VUG, AGG, FLRN | 13F-HR | 09 May 2023, 10:01 |
| Q2 2022 | 250 | $384,664,979 | +$20,223,392 | -$2,280,059 | +$17,943,333 | JPST, VTV, VUG, AGG, FLRN | 13F-HR | 09 May 2023, 09:56 |
| Q1 2022 | 252 | $407,059,666 | +$61,203,180 | -$2,125,434 | +$59,077,746 | VTV, JPST, VUG, AGG, FLRN | 13F-HR | 09 May 2023, 09:50 |
| Q4 2021 | 231 | $362,299,220 | +$11,029,405 | -$43,992,545 | -$32,963,140 | VTV, VUG, JPST, AGG, EFA | 13F-HR | 09 May 2023, 10:09 |
| Q3 2021 | 54 | $379,653,138 | +$12,321,653 | -$2,626,000 | +$9,695,653 | JPST, VTV, VUG, AGG, EFA | 13F-HR | 26 May 2023, 11:42 |
| Q2 2021 | 50 | $372,392,643 | +$12,825,382 | -$4,455,611 | +$8,369,771 | JPST, VTV, VUG, AGG, EFA | 13F-HR | 26 May 2023, 11:42 |
| Q1 2021 | 51 | $349,804,229 | +$79,729,556 | -$56,971,522 | +$22,758,034 | JPST, VTV, VUG, AGG, EFA | 13F-HR | 26 May 2023, 11:42 |
| Q4 2020 | 45 | $316,227,074 | +$17,580,472 | -$27,330,047 | -$9,749,575 | VTV, VUG, GBIL, JPST, AGG | 13F-HR | 26 May 2023, 11:42 |
| Q3 2020 | 47 | $303,880,548 | +$15,000,427 | -$4,488,717 | +$10,511,710 | VTV, JPST, VUG, GBIL, AGG | 13F-HR | 26 May 2023, 11:42 |
| Q2 2020 | 43 | $282,018,064 | +$49,710,346 | -$7,620,413 | +$42,089,933 | JPST, VTV, VUG, GBIL, AGG | 13F-HR | 26 May 2023, 11:42 |
| Q1 2020 | 41 | $216,817,909 | +$22,790,480 | -$11,032,497 | +$11,757,983 | GBIL, VTV, VUG, JPST, AGG | 13F-HR | 26 May 2023, 11:41 |
| Q4 2019 | 42 | $235,807,445 | +$21,103,489 | -$12,741,965 | +$8,361,524 | VTV, GBIL, VUG, JPST, AGG | 13F-HR | 26 May 2023, 11:41 |
| Q3 2019 | 39 | $218,302,255 | +$15,213,791 | -$14,677,663 | +$536,128 | VTV, GBIL, VUG, JPST, AGG | 13F-HR | 26 May 2023, 11:40 |
| Q2 2019 | 37 | $216,037,452 | +$21,153,101 | -$15,462,220 | +$5,690,881 | VTV, GBIL, VUG, JPST, AGG | 13F-HR | 26 May 2023, 11:40 |
| Q1 2019 | 40 | $205,149,376 | +$45,032,317 | -$19,419,634 | +$25,612,683 | VTV, GBIL, VUG, JPST, BND | 13F-HR | 26 May 2023, 11:40 |
| Q4 2018 | 41 | $165,528,783 | +$7,802,378 | -$11,433,857 | -$3,631,479 | VUG, VTV, GBIL, BND, JPST | 13F-HR | 26 May 2023, 11:40 |
| Q3 2018 | 39 | $186,255,421 | +$34,743,467 | -$28,825,009 | +$5,918,458 | VUG, VTV, GBIL, BND, JPST | 13F-HR | 26 May 2023, 11:40 |
| Q2 2018 | 48 | $174,014,609 | +$13,741,845 | -$17,105,886 | -$3,364,041 | VUG, VTV, BND, IGSB, GBIL | 13F-HR | 26 May 2023, 11:39 |
| Q1 2018 | 52 | $175,312,233 | +$10,019,824 | -$28,613,901 | -$18,594,077 | VUG, VTV, BND, IGSB, EDV | 13F-HR | 26 May 2023, 11:39 |
| Q4 2017 | 39 | $197,428,952 | +$18,737,754 | -$20,721,515 | -$1,983,761 | BND, VUG, VTV, IGSB, VONG | 13F-HR | 01 Jun 2023, 08:53 |
| Q3 2017 | 31 | $192,326,759 | +$2,512,657 | -$3,289,024 | -$776,367 | VUG, VTV, BND, IGSB, VONG | 13F-HR | 01 Jun 2023, 08:53 |
| Q2 2017 | 34 | $188,275,119 | +$6,255,274 | -$18,488,301 | -$12,233,027 | VUG, VTV, BND, IGSB, VONG | 13F-HR | 01 Jun 2023, 08:53 |
| Q1 2017 | 34 | $195,972,507 | +$19,493,335 | -$4,303,186 | +$15,190,149 | VUG, BND, VTV, IGSB, VONG | 13F-HR | 01 Jun 2023, 08:52 |
| Q4 2016 | 34 | $174,425,138 | +$8,273,687 | -$7,920,036 | +$353,651 | BND, VTV, VUG, IGSB, VONV | 13F-HR | 01 Jun 2023, 08:52 |
| Q3 2016 | 44 | $171,766,253 | +$5,518,022 | -$2,964,407 | +$2,553,615 | BND, VTV, VUG, IGSB, VONG | 13F-HR | 01 Jun 2023, 08:52 |
| Q2 2016 | 44 | $165,635,459 | +$7,051,505 | -$4,220,820 | +$2,830,685 | BND, VTV, VUG, IGSB, VONG | 13F-HR | 01 Jun 2023, 08:52 |
| Q1 2016 | 44 | $159,661,231 | +$12,598,737 | -$5,818,187 | +$6,780,550 | BND, VTV, VUG, VONG, VONV | 13F-HR | 01 Jun 2023, 08:52 |
| Q4 2015 | 43 | $151,308,113 | +$16,756,371 | -$2,578,676 | +$14,177,695 | VUG, VTV, BND, VONG, VONV | 13F-HR | 01 Jun 2023, 08:52 |
| Q3 2015 | 40 | $132,034,526 | +$3,926,253 | -$4,627,528 | -$701,275 | BND, VUG, VTV, VONG, VONV | 13F-HR | 01 Jun 2023, 08:52 |
| Q2 2015 | 42 | $139,956,341 | +$10,257,187 | -$1,338,830 | +$8,918,357 | BND, VUG, VTV, VONG, VONV | 13F-HR | 01 Jun 2023, 08:52 |
| Q1 2015 | 43 | $132,116,083 | +$12,155,894 | -$9,669,176 | +$2,486,718 | BND, VONG, VONV, VTV, VUG | 13F-HR | 01 Jun 2023, 08:52 |
| Q4 2014 | 47 | $128,511,302 | $0 | $0 | $0 | VONG, VONV, BND, IGSB, VTV | 13F-HR | 01 Jun 2023, 08:52 |