StockDriftsStockDriftsTop 50 Cornerstone Financial Group, LLC /NE/ Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPTM | SPDR SERIES TRUST | 8.74% | 155.7K | $13.6M | +6.21%(+9.11K) | $71.77(+26.15%) | 2026-03-31 | |
| DFUS | DIMENSIONAL ETF TRUST | 7.51% | 149.0K | $11.7M | +0.08%(+118) | $62.96(+29.61%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 6.07% | 113.9K | $9.5M | +8.02%(+8.46K) | $66.27(+28.03%) | 2026-03-31 | |
| SPDW | SPDR INDEX SHS FDS | 5.97% | 190.3K | $9.3M | +8.08%(+14.23K) | $37.44(+33.73%) | 2026-03-31 | |
| BSV | VANGUARD BD INDEX FDS | 5.27% | 105.3K | $8.2M | +16.89%(+15.21K) | $78.56(-1.04%) | 2026-03-31 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 4.33% | 24.3K | $6.7M | -1.65%(-409) | $208.34(+40.83%) | 2026-03-31 | |
| PFF | ISHARES TR | 4.06% | 201.2K | $6.3M | +4.86%(+9.32K) | $31.97(-4.67%) | 2026-03-31 | |
| STIP | ISHARES TR | 3.72% | 56.0K | $5.8M | +3.17%(+1.72K) | $101.26(-0.03%) | 2026-03-31 | |
| DFAX | DIMENSIONAL ETF TRUST | 3.57% | 152.2K | $5.6M | +0.80%(+1.21K) | $26.01(+41.04%) | 2026-03-31 | |
| MINT | PIMCO ETF TR | 3.07% | 47.6K | $4.8M | +5.29%(+2.39K) | $100.52(+0.02%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.50% | +27.71% |
| Top 20 Holdings Unweighted | +7.16% | +23.06% |
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