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Cornerstone Retirement Group, Inc.

Portfolio Manager
Cornerstone Retirement Group, Inc.
Performance
0% (N/A)
AUM (13F)
$349.76M
# of Holdings
33
Performance Rank
N/A
Allocation (Top 20)
N/A

Cornerstone Retirement Group, Inc. Holdings Map

Top 33 Cornerstone Retirement Group, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SPY
SPDR S&P 500 ETF TR
38.43%314.4K$134.4M
-14.60%(-53.75K)
2022-Q3: 456.0K shares2022-Q4: 450.9K shares2023-Q1: 363.8K shares2023-Q2: 368.2K shares2023-Q3: 314.4K shares2023-09-30
IEF
ISHARES TR
32.94%1.26M$115.2M
+32.42%(+307.90K)
2022-Q3: 1.05M shares2022-Q4: 1.06M shares2023-Q1: 928.1K shares2023-Q2: 949.8K shares2023-Q3: 1.26M shares2023-09-30
SHV
ISHARES TR
16.76%530.7K$58.6M
-38.78%(-336.18K)
2022-Q3: 521.7K shares2022-Q4: 519.3K shares2023-Q1: 846.6K shares2023-Q2: 866.8K shares2023-Q3: 530.7K shares2023-09-30
AGG
ISHARES TR
4.61%171.6K$16.1M
+4351.54%(+167.75K)
2023-Q2: 3.9K shares2023-Q3: 171.6K shares2023-09-30
ITOT
ISHARES TR
2.04%75.6K$7.1Mnew2023-Q3: 75.6K shares2023-09-30
IXUS
ISHARES TR
1.34%77.9K$4.7Mnew2023-Q3: 77.9K shares2023-09-30
IAGG
ISHARES TR
0.67%48.1K$2.3Mnew2023-Q3: 48.1K shares2023-09-30
AAPL
APPLE INC
0.34%7.0K$1.2M
-58.72%(-9.96K)
2022-Q4: 2.8K shares2023-Q1: 11.5K shares2023-Q2: 17.0K shares2023-Q3: 7.0K shares2023-09-30
IWB
ISHARES TR
0.29%4.3K$1.0Mnew2023-Q3: 4.3K shares2023-09-30
GOF
GUGGENHEIM STRATEGIC OPPORTU
0.28%66.7K$987Knew2023-Q3: 66.7K shares2023-09-30

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