The Analysis of Cornerstone Financial Group, LLC /NE/'s Holdings
Currently, Cornerstone Financial Group, LLC /NE/ holds 69 types of securities in its portfolio with a total value $129.2M. In the most recent quarter, they have increased their positions in BLV (+12.0K shares, valued at $849.6K), SPDW (+19.5K shares, valued at $833.3K), VXUS (+7.3K shares, valued at $538.1K); decreased their positions in VGSH (-4.9K shares, valued at $290.9K), VYM (-621 shares, valued at $87.5K), BND (-1.1K shares, valued at $79.7K); initiated new positions in EFV (+3.1K shares, valued at $208.0K), FREL (+7.3K shares, valued at $204.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPTM SPDR SERIES TRUST140.5K shares4.38%2025-09-302025-11-12
DFUS DIMENSIONAL ETF TRUST151.7K shares-0.53%2025-09-302025-11-12 SPDW SPDR INDEX SHS FDS167.1K shares13.19%2025-09-302025-11-12 VXUS VANGUARD STAR FDS81.3K shares9.90%2025-09-302025-11-12 QQQM INVESCO EXCH TRADED FD TR II23.2K shares2.36%2025-09-302025-11-12 PFF ISHARES TR172.8K shares8.17%2025-09-302025-11-12 STIP ISHARES TR49.3K shares2.02%2025-09-302025-11-12 DFAX DIMENSIONAL ETF TRUST150.2K shares-0.24%2025-09-302025-11-12 MINT PIMCO ETF TR42.1K shares5.60%2025-09-302025-11-12 VGSH VANGUARD SCOTTSDALE FDS68.4K shares-6.74%2025-09-302025-11-12 TIP ISHARES TR34.1K shares-0.66%2025-09-302025-11-12 SPIB SPDR SERIES TRUST109.5K shares4.54%2025-09-302025-11-12 BLV VANGUARD BD INDEX FDS49.4K shares32.04%2025-09-302025-11-12 VTI VANGUARD INDEX FDS9.8K shares10.42%2025-09-302025-11-12 BSV VANGUARD BD INDEX FDS34.0K shares9.08%2025-09-302025-11-12 BND VANGUARD BD INDEX FDS35.2K shares-2.96%2025-09-302025-11-12 REET ISHARES TR93.0K shares21.33%2025-09-302025-11-12 BRK.B BERKSHIRE HATHAWAY INC DEL4.7K shares0.02%2025-09-302025-11-12 VOO VANGUARD INDEX FDS3.6K shares2.01%2025-09-302025-11-12 QLTA ISHARES TR45.6K shares8.22%2025-09-302025-11-12 VT VANGUARD INTL EQUITY INDEX F14.0K shares3.06%2025-09-302025-11-12 VCIT VANGUARD SCOTTSDALE FDS21.3K shares32.72%2025-09-302025-11-12 VWO VANGUARD INTL EQUITY INDEX F30.4K shares5.86%2025-09-302025-11-12 MOTI VANECK ETF TRUST41.6K shares-2.97%2025-09-302025-11-12 IQLT ISHARES TR33.9K shares-0.15%2025-09-302025-11-12 RFG INVESCO EXCHANGE TRADED FD T26.4K shares-0.50%2025-09-302025-11-12 SMMD ISHARES TR17.5K shares8.33%2025-09-302025-11-12 FNDB SCHWAB STRATEGIC TR49.7K shares2.89%2025-09-302025-11-12 MOAT VANECK ETF TRUST12.0K shares-3.05%2025-09-302025-11-12 NVDA NVIDIA CORPORATION6.2K shares3.83%2025-09-302025-11-12 QQQ INVESCO QQQ TR1.7K shares-0.99%2025-09-302025-11-12 SUB ISHARES TR9.1K shares-1.43%2025-09-302025-11-12 MGV VANGUARD WORLD FD7.0K shares8.83%2025-09-302025-11-12 MSFT MICROSOFT CORP1.8K shares-1.29%2025-09-302025-11-12 VSGX VANGUARD WORLD FD12.6K shares0.69%2025-09-302025-11-12 ESGU ISHARES TR5.7K shares-6.61%2025-09-302025-11-12 DFUV DIMENSIONAL ETF TRUST18.2K shares0.44%2025-09-302025-11-12 UNP UNION PAC CORP3.3K shares0.00%2025-09-302025-11-12 BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-09-302025-11-12 MUB ISHARES TR7.0K shares7.91%2025-09-302025-11-12 AAPL APPLE INC2.8K shares0.04%2025-09-302025-11-12 VEA VANGUARD TAX-MANAGED FDS11.2K shares-2.60%2025-09-302025-11-12 DTD WISDOMTREE TR7.8K shares0.00%2025-09-302025-11-12 IBDQ ISHARES TR25.9K shares0.77%2025-09-302025-11-12 PSK SPDR SERIES TRUST19.4K shares6.58%2025-09-302025-11-12 IWS ISHARES TR4.3K shares0.19%2025-09-302025-11-12 VO VANGUARD INDEX FDS2.0K shares91.00%2025-09-302025-11-12 ILCG ISHARES TR5.0K shares0.14%2025-09-302025-11-12 VEU VANGUARD INTL EQUITY INDEX F7.1K shares-3.83%2025-09-302025-11-12 XSOE WISDOMTREE TR13.2K shares-1.18%2025-09-302025-11-12 MTUM ISHARES TR1.9K shares0.21%2025-09-302025-11-12 VYM VANGUARD WHITEHALL FDS3.4K shares-15.34%2025-09-302025-11-12 EFAV ISHARES TR5.5K shares0.00%2025-09-302025-11-12 VTV VANGUARD INDEX FDS2.3K shares0.30%2025-09-302025-11-12 ESGV VANGUARD WORLD FD3.6K shares-9.22%2025-09-302025-11-12 SPTS SPDR SERIES TRUST14.1K shares-13.73%2025-09-302025-11-12 RWJ INVESCO EXCH TRADED FD TR II7.3K shares0.30%2025-09-302025-11-12 XLK SELECT SECTOR SPDR TR1.3K shares0.16%2025-09-302025-11-12 SPYG SPDR SERIES TRUST3.3K shares-1.05%2025-09-302025-11-12 VGT VANGUARD WORLD FD454 shares-0.87%2025-09-302025-11-12 DIVI FRANKLIN TEMPLETON ETF TR8.8K shares18.69%2025-09-302025-11-12 WRB BERKLEY W R CORP3.7K shares0.00%2025-09-302025-11-12 IBDS ISHARES TR11.0K shares1.09%2025-09-302025-11-12 PG PROCTER AND GAMBLE CO1.7K shares-1.13%2025-09-302025-11-12 IBDR ISHARES TR10.1K shares1.06%2025-09-302025-11-12 FNX FIRST TR EXCHANGE-TRADED ALP1.9K shares0.16%2025-09-302025-11-12 VTIP VANGUARD MALVERN FDS4.4K shares0.85%2025-09-302025-11-12 EFV ISHARES TR3.1K sharesnew addition2025-09-302025-11-12 FREL FIDELITY COVINGTON TRUST7.3K sharesnew addition2025-09-302025-11-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available