Cornerstone Financial Group, LLC /Ne/ ETFs

Cornerstone Financial Group, LLC /Ne/

$101 Billion
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
DFUS Dimensional ETF Tr U S Equity	$0	$9.57 Billion 9.43% of portfolio	150,187	Q4 2024 New
SPTM Spdr Portfolio S&P 1500 Compos	$0	$6.68 Billion 6.58% of portfolio	93,542	Q4 2024 New
STIP Ishares Barclays 0 5 Year Tips	$0	$4.75 Billion 4.68% of portfolio	47,234	Q4 2024 New
QQQM Invesco Exchange Traded Fd Tr	$0	$4.75 Billion 4.68% of portfolio	22,568	Q4 2024 New
VGSH Vanguard	$0	$4.52 Billion 4.46% of portfolio	77,768	Q4 2024 New
PFF Ishares Trust Ishares Pfd And	$0	$4.49 Billion 4.43% of portfolio	142,920	Q4 2024 New
VXUS Vanguard Star Fd Vanguard Tota	$0	$4 Billion 3.94% of portfolio	67,812	Q4 2024 New
MINT Pimco ETF Tr Enhanced Sht Matu	$0	$3.98 Billion 3.92% of portfolio	39,644	Q4 2024 New
SPDW Spdr Ser Tr Fds Spdr Portfolio	$0	$3.87 Billion 3.81% of portfolio	113,376	Q4 2024 New
TIP Ishares Tr Tips Bd ETF	$0	$3.67 Billion 3.61% of portfolio	34,406	Q4 2024 New
SPIB Spdr Portfolio Intermediate Te	$0	$3.17 Billion 3.12% of portfolio	96,770	Q4 2024 New
BND Vanguard Bd Index Fd Inc Total	$0	$2.52 Billion 2.49% of portfolio	35,075	Q4 2024 New
BSV Vanguard Bd Index Fd Inc Short	$0	$2.16 Billion 2.13% of portfolio	28,001	Q4 2024 New
VOO Vanguard Index Fds S&P 500 ETF	$0	$1.74 Billion 1.71% of portfolio	3,223	Q4 2024 New
QLTA Ishares Trust Aaa A Rated Corp	$0	$1.65 Billion 1.62% of portfolio	35,246	Q4 2024 New
BLV Vanguard Bd Index Fd Inc Long	$0	$1.6 Billion 1.58% of portfolio	23,412	Q4 2024 New
VT Vanguard Total World Stk Index	$0	$1.5 Billion 1.48% of portfolio	12,772	Q4 2024 New
REET Ishares Global Reit ETF	$0	$1.49 Billion 1.47% of portfolio	62,100	Q4 2024 New
IQLT Ishares Msci Intl Quality Fact	$0	$1.26 Billion 1.24% of portfolio	33,975	Q4 2024 New
SUB Ishares Short Term National Mu	$0	$1.24 Billion 1.23% of portfolio	11,802	Q4 2024 New
MOTI Vaneck Morningstar Internation	$0	$1.24 Billion 1.22% of portfolio	41,019	Q4 2024 New
FNDB Schwab Fundamental U S Broad M	$0	$1.2 Billion 1.19% of portfolio	51,805	Q4 2024 New
VCIT Vanguard Intermediate Term Cor	$0	$1.2 Billion 1.18% of portfolio	14,920	Q4 2024 New
VWO Vanguard Ftse Emerging Mkts Et	$0	$1.13 Billion 1.12% of portfolio	25,709	Q4 2024 New
MOAT Vaneck Morningstar Wide Moat E	$0	$1.1 Billion 1.09% of portfolio	11,880	Q4 2024 New
QQQ Invesco Qqq Trust, Series 1	$0	$1.09 Billion 1.08% of portfolio	2,135	Q4 2024 New
SMMD Ishares Tr Russell 2500 ETF	$0	$858 Million 0.85% of portfolio	12,619	Q4 2024 New
VSGX Vanguard World Fd Esg Intl Stk	$0	$770 Million 0.76% of portfolio	13,577	Q4 2024 New
DFUV Dimensional ETF Tr Us Marketwi	$0	$734 Million 0.72% of portfolio	17,931	Q4 2024 New
ESGU Ishares Trust Ishares Esg Awar	$0	$725 Million 0.71% of portfolio	5,627	Q4 2024 New
RFG Invesco Exchange Traded Fd Tr	$0	$669 Million 0.66% of portfolio	13,816	Q4 2024 New
IBDQ Ishares Ibonds Dec 2025 Term C	$0	$638 Million 0.63% of portfolio	25,473	Q4 2024 New
MUB Ishares National Muni Bond ETF	$0	$632 Million 0.62% of portfolio	5,929	Q4 2024 New
MGV Vanguard Mega Cap Value	$0	$598 Million 0.59% of portfolio	4,790	Q4 2024 New
DTD Wisdomtree Tr U.S Total Divide	$0	$592 Million 0.58% of portfolio	7,800	Q4 2024 New
IWS Ishares Russell Midcap Value E	$0	$550 Million 0.54% of portfolio	4,255	Q4 2024 New
VEA Vanguard Ftse Developed Market	$0	$519 Million 0.51% of portfolio	10,856	Q4 2024 New
PSK Spdr Ser Tr Spdr Ice Pfd Sec E	$0	$517 Million 0.51% of portfolio	15,667	Q4 2024 New
SPTS Spdr Portfolio Short Term Trea	$0	$472 Million 0.46% of portfolio	16,261	Q4 2024 New
VYM Vanguard Whitehall Fds (Vangua	$0	$467 Million 0.46% of portfolio	3,656	Q4 2024 New
ESGV Vanguard World Fd Esg U.S. Sto	$0	$456 Million 0.45% of portfolio	4,344	Q4 2024 New
VTV Vanguard Value ETF	$0	$449 Million 0.44% of portfolio	2,650	Q4 2024 New
XSOE Wisdomtree Tr Emerging Mkts Ex	$0	$444 Million 0.44% of portfolio	14,552	Q4 2024 New
VEU Vanguard Ftse All World Ex Us	$0	$409 Million 0.4% of portfolio	7,119	Q4 2024 New
MTUM Ishares Msci Usa Momentum Fact	$0	$392 Million 0.39% of portfolio	1,895	Q4 2024 New
EFAV Ishares Msci Eafe Min Vol Fact	$0	$388 Million 0.38% of portfolio	5,484	Q4 2024 New
RWJ Invesco Exchange Traded Fd Tr	$0	$333 Million 0.33% of portfolio	7,271	Q4 2024 New
VGT Vanguard Information Technolog	$0	$297 Million 0.29% of portfolio	478	Q4 2024 New
XLK Technology Sector Spdr	$0	$290 Million 0.29% of portfolio	1,249	Q4 2024 New
SPYG Spdr Portfolio	$0	$277 Million 0.27% of portfolio	3,151	Q4 2024 New

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