Cornerstone Planning Group LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 13, 2024
Value $
$348M
Signature - Title
Alan Gilmore - Attorney
Location
350 Passaic Avenue, Suite 201, Fairfield, NJ
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 1,259 $348M +$34.6M -$6.13M +$28.5M QQQ, VEA, SCHD, IJR, IMCG 13F-HR 8/13/2024, 10:07 AM
Q1 2024 1,106 $321M +$20.1M -$10.5M +$9.58M QQQ, VEA, SCHD, IJR, IMCG 13F-HR 5/7/2024, 02:26 PM
Q4 2023 965 $303M +$45.7M -$30.7M +$15.1M QQQ, VEA, SCHD, IJR, IMCG 13F-HR 2/12/2024, 12:27 PM
Q3 2023 1,212 $262M +$37.7M -$19.5M +$18.2M QQQ, VEA, SCHD, IJR, IMCG 13F-HR 11/8/2023, 11:41 AM
Q2 2023 1,569 $253M +$52M -$53.1M -$1.07M QQQ, VEA, SCHD, IJR, IMCG 13F-HR 8/15/2023, 11:55 AM
Q4 2022 1,561 $239M $0 $0 VEA, QQQ, SCHD, IJR, IMCG 13F-HR 2/14/2023, 03:25 PM