StockDriftsStockDriftsTop 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 | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Cornerstone Retirement Group, Inc. reports $349.76M in US-listed equity holdings across 33 positions in its most recent 13F filing. Its largest disclosed positions are SPY (38.4%), IEF (32.9%) and SHV (16.8%). Figures reflect the Q3 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Cornerstone Retirement Group, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1791803). View Cornerstone Retirement Group, Inc.’s 13F filings on SEC