Cornerstone Retirement Group, Inc.
CIK 1791803 · Holdings on Sep 30, 2023 · First reported Oct 26, 2023
Top ten holdings
Q3 2023- SPY38.43%
- IEF32.94%
- SHV16.76%
- AGG4.61%
- ITOT2.04%
- IXUS1.34%
- IAGG0.67%
- AAPL0.34%
- IWB0.29%
- GOF0.28%
Share classes counted separately97.70%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $134.41M | 38.43% | 314.42K shares | — | ▾ | |
| 02 | IEFISHARES 7-10 YEAR TREASURY B7-10 YR TRSY BD View history and evidence | $115.20M | 32.94% | 1.26M shares | — | ▾ | |
| 03 | SHVISHARES 0-1 YEAR TREASURY BOSHORT TREAS BD View history and evidence | $58.62M | 16.76% | 530.66K shares | — | ▾ | |
| 04 | AGGISHARES CORE U.S. AGGREGATECORE US AGGBD ET View history and evidence | $16.14M | 4.61% | 171.61K shares | — | ▾ | |
| 05 | ITOTISHARES CORE S&P TOTAL U.S.CORE S&P TTL STK View history and evidence | $7.12M | 2.04% | 75.64K shares | — | ▾ | |
| 06 | IXUSISHARES CORE INTL STOCK ETFCORE MSCI TOTAL View history and evidence | $4.68M | 1.34% | 77.94K shares | — | ▾ | |
| 07 | IAGGISHARES INTL AGGREGATE BONDCORE INTL AGGR View history and evidence | $2.35M | 0.67% | 48.12K shares | — | ▾ | |
| 08 | AAPLAPPLE INC View history and evidence | $1.20M | 0.34% | 7.00K shares | — | ▾ | |
| 09 | IWBISHARES RUSSELL 1000 ETFRUS 1000 ETF View history and evidence | $1.01M | 0.29% | 4.29K shares | — | ▾ | |
| 10 | GOFGUGGENHEIM STRATEGIC OPPORTCOM SBI View history and evidence | $987.04K | 0.28% | 66.74K shares | — | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 7
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| META META PLATFORMS INC-CLASS A | Non-derivative | — | — | SEC filing ↗ | |
| IGSB ISHARES 1-5Y INV GRADE CORP | Non-derivative | — | — | SEC filing ↗ | |
| TSLA TESLA INC | Non-derivative | — | — | SEC filing ↗ |
3 / 7 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1791803 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-10-26
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 349760411
}Research all 33 reported holdings.
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