13F Filings History of Cornerstone Retirement Group, Inc.

Latest 13F report
Q3 2023 - 26 Oct 2023
Value $
$349,760,411
Signature - Title
Christopher Abts - Chief Compliance Officer
Location
Reno, NV
Summary
This page shows a list of all the recent 13F filings made by Cornerstone Retirement Group, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Cornerstone Retirement Group, Inc. reported 33 stock holdings with total value $349,760,411 as of Q3 2023. Top holdings included SPY, IEF, SHV, AGG, and ITOT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2023 33 $349,760,411 +$64,234,882 -$65,153,981 -$919,099 SPY, IEF, SHV, AGG, ITOT 13F-HR 25 Oct 2023, 21:52
Q2 2023 25 $361,821,619 +$10,415,091 -$7,382 +$10,407,709 SPY, SHV, IEF, AAPL, MSFT 13F-HR 10 Aug 2023, 12:36
Q1 2023 20 $340,970,274 +$40,048,205 -$48,855,820 -$8,807,615 SPY, SHV, IEF, AAPL, IGSB 13F-HR 05 May 2023, 18:01
Q4 2022 13 $333,696,018 +$3,286,646 -$2,236,357 +$1,050,289 SPY, IEF, SHV, AAPL, NEE 13F-HR 02 Feb 2023, 21:23
Q3 2022 3 $328,354,000 $0 -$8,700,892 -$8,700,892 SPY, IEF, SHV 13F-HR 13 Oct 2022, 20:12
Q2 2022 3 $349,404,000 +$38,720,132 -$189,104,630 -$150,384,498 SPY, IEF, SHV 13F-HR 21 Jul 2022, 20:38
Q1 2022 3 $532,501,000 +$72,472,000 $0 +$72,472,000 SPY, SHV, IEF 13F-HR 06 May 2022, 08:14
Q4 2021 2 $0 $0 $0 $0 13F-HR 19 Jan 2022, 21:37
Q3 2021 2 $496,666,000 +$8,449,030 $0 +$8,449,030 SHV, SPY 13F-HR 12 Nov 2021, 10:01
Q2 2021 2 $480,190,000 +$16,928,302 $0 +$16,928,302 SHV, SPY 13F-HR 03 Aug 2021, 20:53
Q1 2021 2 $453,984,000 $0 $0 $0 SHV, SPY 13F-HR 12 May 2021, 12:57