Cornerstone Planning Group LLC
Annual return '25
+15.5%
SPY '25
+17.7%
Alpha
-2.2ptsvs SPY
Invested
$749.2M
Holdings
1,817
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$QQQM
INVESCO NASDAQ 100 ETF
Held since at least Q1 2024
10.9%
02
$FENI
FIDELITY ENHANCED INTERNATIONAL ETF
Held since at least Q1 2024
9.4%
03
$FNDX
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF
Held since at least Q1 2024
6.8%
04
$BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
Held since at least Q1 2024
6.0%
05
$SMLF
ISHARES U.S. SMALLCAP EQUITY FACTOR ETF
Held since at least Q1 2024
5.2%
06
$IMCG
ISHARES MORNINGSTAR MID-CAP GROWTH ETF
Held since at least Q1 2024
4.6%
07
$ICVT
ISHARES CONVERTIBLE BOND ETF
Held since at least Q1 2024
2.8%
08
$HYDB
ISHARES HIGH YIELD SYSTEMATIC BOND ETF
Held since at least Q1 2024
2.4%
09
$REZ
ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF
Held since at least Q1 2024
2.4%
10
$FTLS
FIRST TRUST LONG/SHORT EQUITY ETF
Held since at least Q1 2024
2.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:28 UTC.