Cornerstone Planning Group LLC

13F Portfolio Filings

Most recent 13F
Q1 2024
Location
Fairfield, NJ
CIK
0001822587
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2024 1,106 321,509 QQQ, VEA, SCHD, IJR 13F-HR 5/7/2024 000182258724000002
Q4 2023 967 302,831 QQQ, VEA, SCHD, IJR 13F-HR 2/12/2024 000182258724000001
Q3 2023 1,212 262,406 QQQ, VEA, SCHD, IJR 13F-HR 11/8/2023 000182258723000004
Q2 2023 1,569 253,080 QQQ, VEA, SCHD, IJR 13F-HR 8/15/2023 000182258723000003
Q4 2022 1,561 238,764 VEA, QQQ, SCHD, IJR 13F-HR 2/14/2023 000182258723000002