StockDriftsStockDriftsTop 50 Cornerstone Planning Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQM | INVESCO NASDAQ 100 ETF | 10.87% | 290.2K | $81.4M | +11.88%(+30.81K) | $214.42(+36.84%) | 2026-03-31 | |
| FENI | FIDELITY ENHANCED INTERNATIONAL ETF | 9.39% | 1.80M | $70.4M | +9.47%(+155.54K) | $32.23(+25.05%) | 2026-03-31 | |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | 6.83% | 1.70M | $51.2M | +8.56%(+133.69K) | $26.82(+16.61%) | 2026-03-31 | |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | 5.99% | 585.1K | $44.9M | +10.20%(+54.15K) | $77.95(-1.95%) | 2026-03-31 | |
| SMLF | ISHARES U.S. SMALLCAP EQUITY FACTOR ETF | 5.24% | 471.1K | $39.3M | +8.66%(+37.56K) | $65.02(+35.47%) | 2026-03-31 | |
| IMCG | ISHARES MORNINGSTAR MID-CAP GROWTH ETF | 4.57% | 382.5K | $34.3M | +8.57%(+30.18K) | $61.40(+58.43%) | 2026-03-31 | |
| ICVT | ISHARES CONVERTIBLE BOND ETF | 2.76% | 178.5K | $20.7M | +4.99%(+8.48K) | $74.85(+56.89%) | 2026-03-31 | |
| HYDB | ISHARES HIGH YIELD SYSTEMATIC BOND ETF | 2.41% | 385.9K | $18.1M | +9.33%(+32.93K) | $45.85(+1.57%) | 2026-03-31 | |
| REZ | ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF | 2.41% | 201.0K | $18.1M | +14.98%(+26.18K) | $75.29(+29.42%) | 2026-03-31 | |
| FTLS | FIRST TRUST LONG/SHORT EQUITY ETF | 2.32% | 235.6K | $17.4M | +8.29%(+18.04K) | $55.28(+33.69%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.45% | +34.73% |
| Top 20 Holdings Unweighted | +10.39% | +34.51% |
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