StockDriftsStockDriftsTop 50 Cornerstone Planning, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | 3.99% | 691.3K | $17.7M | -5.49%(-40.12K) | $23.62(+24.46%) | 2026-03-31 | |
| BSCS | INVESCO EXCH TRD SLF IDX FD | 2.88% | 622.6K | $12.7M | +46.83%(+198.57K) | $20.53(-0.69%) | 2026-03-31 | |
| IBDT | ISHARES TR | 2.86% | 499.6K | $12.7M | +47.27%(+160.37K) | $25.42(-0.92%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.69% | 68.2K | $11.9M | -7.54%(-5.56K) | $136.85(+42.37%) | 2026-03-31 | |
| BSCT | INVESCO EXCH TRD SLF IDX FD | 2.51% | 593.8K | $11.1M | +51.90%(+202.88K) | $18.76(-0.86%) | 2026-03-31 | |
| IBHF | ISHARES TR | 2.23% | 428.9K | $9.9M | -2.77%(-12.24K) | $23.23(-2.86%) | 2026-03-31 | |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | 2.21% | 422.3K | $9.8M | -3.20%(-13.96K) | $23.38(-1.80%) | 2026-03-31 | |
| IBDS | ISHARES TR | 2.18% | 398.3K | $9.7M | +11.07%(+39.69K) | $24.26(-0.51%) | 2026-03-31 | |
| BSCU | INVESCO EXCH TRD SLF IDX FD | 2.14% | 567.0K | $9.5M | +32.85%(+140.22K) | $16.84(-1.10%) | 2026-03-31 | |
| IBDV | ISHARES TR | 2.13% | 430.1K | $9.4M | +30.98%(+101.74K) | $22.02(-1.35%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -4.98% | -14.20% |
| Top 20 Holdings Unweighted | -5.30% | -15.08% |
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