Cornerstone Planning, LLC
CIK 1802105 · Holdings on Dec 31, 2025 · First reported Mar 17, 2026
Top ten holdings
Q4 2025- SCHX4.57%
- BSCQ3.43%
- IBDR3.35%
- NVDA3.18%
- VGIT2.70%
- IEF2.70%
- BSJQ2.37%
- IBHF2.37%
- AAPL2.27%
- IBTG2.17%
Share classes counted separately29.11%
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 | SCHXSCHWAB US LARGE-CAP ETFUS LRG CAP ETF View history and evidence | $19.68M | 4.57% | 731.37K shares | Prior unavailable +157.88K (+27.50%) | Added | ↗▾ |
| 02 | BSCQINVESCO BULLETSHARES 2026 CBBULSHS 2026 CB View history and evidence | $14.78M | 3.43% | 754.39K shares | Prior unavailable +564.98K (+298.30%) | Added | ↗▾ |
| 03 | IBDRISHARES IBONDS DEC 2026 TERMIBONDS DEC2026 View history and evidence | $14.44M | 3.35% | 595.28K shares | Prior unavailable +442.62K (+289.90%) | Added | ↗▾ |
| 04 | NVDANVIDIA CORP View history and evidence | $13.70M | 3.18% | 73.78K shares | Prior unavailable +11.30K (+18.10%) | Added | ↗▾ |
| 05 | VGITVANGUARD INTERMEDIATE-TERM TINTER TERM TREAS View history and evidence | $11.65M | 2.70% | 194.23K shares | Prior unavailable +194.23K | New | ↗▾ |
| 06 | IEFISHARES 7-10 YEAR TREASURY B7-10 YR TRSY BD View history and evidence | $11.61M | 2.70% | 120.67K shares | Prior unavailable +120.67K | New | ↗▾ |
| 07 | BSJQINVESCO BULLETSHARES 2026 HYINVSCO BLSH 26 View history and evidence | $10.19M | 2.37% | 436.30K shares | Prior unavailable +436.30K | New | ↗▾ |
| 08 | IBHFISHARES IBOND 2026 HY & INCIBONDS 2026 TERM View history and evidence | $10.19M | 2.37% | 441.15K shares | Prior unavailable +441.15K | New | ↗▾ |
| 09 | AAPLAPPLE INC View history and evidence | $9.76M | 2.27% | 35.94K shares | Prior unavailable +15.73K (+77.80%) | Added | ↗▾ |
| 10 | IBTGISHARES IBONDS DEC 2026 TERMIBONDS 26 TRM TS View history and evidence | $9.34M | 2.17% | 407.89K shares | Prior unavailable +282.07K (+224.20%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 17
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| BSCP INVESCO BULLETSHARES 2025 CB | Non-derivative | -1,083,748 | -$22.38M | SEC filing ↗ | SEC filing ↗ |
| IBDQ ISHARES IBONDS DEC 2025 TERM | Non-derivative | -715,929 | -$17.93M | SEC filing ↗ | SEC filing ↗ |
| 46436E866 ISHARES TR | Non-derivative | -740,480 | -$17.27M | SEC filing ↗ | SEC filing ↗ |
3 / 17 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 1802105 · Period 2025-12-31
Data loaded 2026-09-23 · First reported 2026-03-17
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 430834378
}Research all 131 reported holdings.
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