Cornerstone Planning, LLC

Q4 2024 13F Holdings Report, Stock Holdings

Signature - Title
Christopher Knight - Managing Member and CCO
Location
Charlotte, NC
Holdings as of
31 Dec 2024
Value $
$261,760,968
Num holdings
112
Filing time
01 Apr 2025, 12:51:37 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included BSCP, IBDQ, IBTF, SCHX, and NVDA.
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Christopher Knight Managing Member and CCO Charlotte, North Carolina 01 Apr 2025