Cornerstone Retirement Group, Inc. has filed its 13F form on October 25, 2023 for Q3 2023 where it was disclosed a total value porftolio of $349 Million distributed in 33 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $134M, Ishares Barclays with a value of $115M, Ishares Tr with a value of $58.6M, Ishares Core U.S. Aggregate Bo with a value of $16.1M, and Ishares Core S&P Total U.S. St with a value of $7.12M.
Examining the 13F form we can see an decrease of $12.5M in the current position value, from $362M to 349M.
Below you can find more details about Cornerstone Retirement Group, Inc. portfolio as well as his latest detailed transactions.