Cornerstone Planning Group LLC

Q4 2022 13F Holdings Report, Stock Holdings

Signature - Title
Alan Gilmore - Attorney
Location
Fairfield, NJ
Holdings as of
31 Dec 2022
Value $
$238,616,474
Num holdings
1,561
Filing time
14 Feb 2023, 15:25:24 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included VEA, QQQ, SCHD, IJR, and IMCG.
Next filing
Q2 2023 - 15 Aug 2023
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
Alan Gilmore Attorney Pennington, New Jersey 14 Feb 2023