StockDriftsStockDriftsTop 50 Cornerstone Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 23.9% | 343.3K | $150.0M | +6.90%(+22.16K) | $46.39(+81.72%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 16.57% | 2.05M | $104.0M | +6.77%(+130.31K) | $50.49(-0.05%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 16.19% | 518.0K | $101.6M | -0.19%(-994) | $116.27(+77.63%) | 2026-03-31 | |
| AGG | ISHARES TR | 7.05% | 445.9K | $44.3M | +5.92%(+24.91K) | $107.25(-7.91%) | 2026-03-31 | |
| EFA | ISHARES TR | 3.94% | 254.7K | $24.7M | +3.18%(+7.84K) | $72.09(+41.55%) | 2026-03-31 | |
| FLRN | SPDR SERIES TRUST | 3.6% | 733.2K | $22.6M | +1.76%(+12.67K) | $30.61(+0.46%) | 2026-03-31 | |
| DFSD | DIMENSIONAL ETF TRUST | 2.62% | 343.3K | $16.4M | +36.40%(+91.62K) | $47.76(+0.27%) | 2026-03-31 | |
| SOVF | ELEVATION SERIES TRUST | 2.58% | 605.0K | $16.2M | +3.14%(+18.40K) | $30.00(-3.72%) | 2026-03-31 | |
| SPSB | SPDR SERIES TRUST | 2.55% | 531.9K | $16.0M | +11.81%(+56.19K) | $30.34(-1.21%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 2.23% | 43.6K | $14.0M | +0.00%(+2) | $147.30(+142.36%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.67% | +28.35% |
| Top 20 Holdings Unweighted | +6.56% | +21.00% |
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