StockDriftsStockDriftsTop 50 Cornerstone Financial Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | 5.04% | 93.9K | $5.5M | +9.68%(+8.29K) | $58.78(-1.18%) | 2026-03-31 | |
| MGV | VANGUARD MEGA CAP VALUE ETF | 4.93% | 37.1K | $5.4M | +0.33%(+122) | $139.46(+17.62%) | 2026-03-31 | |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | 4.89% | 89.5K | $5.3M | +7.10%(+5.94K) | $59.96(-1.94%) | 2026-03-31 | |
| MGK | VANGUARD MEGA CAP GROWTH ETF | 4.51% | 13.4K | $4.9M | +2.77%(+361) | $81.42(+6.86%) | 2026-03-31 | |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | 3.72% | 86.3K | $4.1M | +3.87%(+3.21K) | $47.02(-0.87%) | 2026-03-31 | |
| LMBS | FIRST TRUST LOW DURATION OPPORTUNITIES ETF | 3.71% | 81.3K | $4.0M | +6.49%(+4.95K) | $49.89(-0.31%) | 2026-03-31 | |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | 3.6% | 153.2K | $3.9M | +8.21%(+11.62K) | $26.60(+10.53%) | 2026-03-31 | |
| MGC | VANGUARD MEGA CAP ETF | 3.24% | 14.9K | $3.5M | -6.31%(-1.00K) | $247.63(+10.14%) | 2026-03-31 | |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 3.09% | 15.6K | $3.4M | -8.43%(-1.44K) | $217.78(+9.57%) | 2026-03-31 | |
| EFV | ISHARES MSCI EAFE VALUE ETF | 2.34% | 34.4K | $2.6M | +5.74%(+1.87K) | $69.80(+11.54%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -7.84% | -21.73% |
| Top 20 Holdings Unweighted | -6.79% | -19.02% |
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