StockDriftsStockDriftsTop 50 Cornerstone Advisors Asset Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHX | Schwab US Large-Cap ETF | 11.85% | 2.99M | $76.8M | +2.69%(+78.55K) | $19.55(+50.37%) | 2026-03-31 | |
| VEU | Vanguard FTSE All-Wld ex-US ETF | 6.99% | 602.8K | $45.3M | +1.08%(+6.46K) | $58.89(+40.91%) | 2026-03-31 | |
| SPAB | SPDR Portfolio Aggregate Bond ETF | 6.65% | 1.68M | $43.1M | +6.34%(+100.19K) | $25.77(-1.43%) | 2026-03-31 | |
| HTRB | Hartford Total Return Bond ETF | 5.23% | 1.00M | $33.9M | +3.62%(+35.12K) | $33.95(-0.74%) | 2026-03-31 | |
| IVV | iShares Core S&P 500 ETF | 4.5% | 44.6K | $29.1M | -3.39%(-1.57K) | $444.90(+68.23%) | 2026-03-31 | |
| JAAA | Janus Henderson AAA CLO ETF | 4.46% | 574.1K | $28.9M | +1.68%(+9.51K) | $50.80(-0.49%) | 2026-03-31 | |
| SPYM | SPDR Portfolio S&P 500 ETF | 3.84% | 325.4K | $24.9M | +6.81%(+20.75K) | $65.07(+34.72%) | 2026-03-31 | |
| SGOV | iShares 0-3 Month Treasury Bond ETF | 3.41% | 219.4K | $22.1M | +15.93%(+30.15K) | $100.65(-0.20%) | 2026-03-31 | |
| QLTA | iShares Aaa - A Rated Corporate Bond ETF | 2.93% | 399.4K | $19.0M | -10.80%(-48.37K) | $49.11(-3.62%) | 2026-03-31 | |
| SPSM | SPDR Portfolio S&P 600 Sm Cap ETF | 2.73% | 366.4K | $17.7M | +4.62%(+16.16K) | $43.59(+30.66%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.35% | +30.75% |
| Top 20 Holdings Unweighted | +8.17% | +26.56% |
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