Cornerstone Planning, LLC
CIK 1802105 · Holdings on Dec 31, 2024 · First reported Apr 1, 2025
Top ten holdings
Q4 2024- BSCP8.55%
- IBDQ6.85%
- 46436E8666.60%
- SCHX5.08%
- NVDA3.21%
- BILS2.64%
- AAPL1.93%
- MSFT1.84%
- AVGO1.82%
- META1.49%
Share classes counted separately40.01%
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 | BSCPINVESCO BULLETSHARES 2025 CBBULSHS 2025 CB View history and evidence | $22.38M | 8.55% | 1.08M shares | Prior unavailable — | — | ↗▾ |
| 02 | IBDQISHARES IBONDS DEC 2025 TERMIBONDS DEC25 ETF View history and evidence | $17.93M | 6.85% | 715.93K shares | Prior unavailable — | — | ↗▾ |
| 03 | 46436E866ISHARES TRIBONDS 25 TRM TS View history and evidence | $17.27M | 6.60% | 740.48K shares | Prior unavailable — | — | ↗▾ |
| 04 | SCHXSCHWAB US LARGE-CAP ETFUS LRG CAP ETF View history and evidence | $13.29M | 5.08% | 573.50K shares | Prior unavailable — | — | ↗▾ |
| 05 | NVDANVIDIA CORP View history and evidence | $8.39M | 3.21% | 62.48K shares | Prior unavailable — | — | ↗▾ |
| 06 | BILSSS SPDRB B 3-12M T-BILL ETFBLOOMBERG 3-12 M View history and evidence | $6.91M | 2.64% | 69.74K shares | Prior unavailable — | — | ↗▾ |
| 07 | AAPLAPPLE INC View history and evidence | $5.06M | 1.93% | 20.21K shares | Prior unavailable — | — | ↗▾ |
| 08 | MSFTMICROSOFT CORP View history and evidence | $4.82M | 1.84% | 11.44K shares | Prior unavailable — | — | ↗▾ |
| 09 | AVGOBROADCOM INC View history and evidence | $4.77M | 1.82% | 20.58K shares | Prior unavailable — | — | ↗▾ |
| 10 | METAMETA PLATFORMS INC-CLASS ACL A View history and evidence | $3.90M | 1.49% | 6.67K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1802105 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-04-01
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 261760968
}Research all 112 reported holdings.
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