Top 33 Cornerstone Retirement Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TR | 38.43% | 314.4K | $134.4M | -14.60%(-53.75K) | — | 2023-09-30 | |
| IEF | ISHARES TR | 32.94% | 1.26M | $115.2M | +32.42%(+307.90K) | — | 2023-09-30 | |
| SHV | ISHARES TR | 16.76% | 530.7K | $58.6M | -38.78%(-336.18K) | — | 2023-09-30 | |
| AGG | ISHARES TR | 4.61% | 171.6K | $16.1M | +4351.54%(+167.75K) | — | 2023-09-30 | |
| ITOT | ISHARES TR | 2.04% | 75.6K | $7.1M | new | — | 2023-09-30 | |
| IXUS | ISHARES TR | 1.34% | 77.9K | $4.7M | new | — | 2023-09-30 | |
| IAGG | ISHARES TR | 0.67% | 48.1K | $2.3M | new | — | 2023-09-30 | |
| AAPL | APPLE INC | 0.34% | 7.0K | $1.2M | -58.72%(-9.96K) | — | 2023-09-30 | |
| IWB | ISHARES TR | 0.29% | 4.3K | $1.0M | new | — | 2023-09-30 | |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | 0.28% | 66.7K | $987K | new | — | 2023-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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