Cornerstone Financial Group, LLC /Ne/ Top Holdings and 13F Report (2025) About Cornerstone Financial Group, LLC /Ne/Investment ActivityCornerstone Financial Group, LLC /Ne/ has $101.49 million in total holdings as of December 31, 2024.Cornerstone Financial Group, LLC /Ne/ owns shares of 67 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Largest Holdings Dimensional U.S. Equity ETF $9,574,446SPDR Portfolio S&P 1500 Composite Stock Market ETF $6,681,678iShares 0-5 Year TIPS Bond ETF $4,751,723Invesco NASDAQ 100 ETF $4,749,337Vanguard Short-Term Treasury Index ETF $4,524,565 Sector AllocationMap of 500 Largest Holdings ofCornerstone Financial Group, LLC /Ne/ Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorDFUSDimensional U.S. Equity ETF$9,574,446150,1879.4%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$6,681,67893,5426.6%ETFSTIPiShares 0-5 Year TIPS Bond ETF$4,751,72347,2344.7%ETFQQQMInvesco NASDAQ 100 ETF$4,749,33722,5684.7%ETFVGSHVanguard Short-Term Treasury Index ETF$4,524,56577,7684.5%ETFPFFiShares Preferred and Income Securities ETF$4,493,420142,9204.4%ETFVXUSVanguard Total International Stock ETF$3,996,17367,8123.9%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$3,977,87139,6443.9%ETFSPDWSPDR Portfolio Developed World ex-US ETF$3,869,529113,3763.8%ETFTIPiShares TIPS Bond ETF$3,665,95434,4063.6%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$3,568,894143,5603.5%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$3,170,17296,7703.1%ETFBNDVanguard Total Bond Market ETF$2,522,26835,0752.5%ETFBSVVanguard Short-Term Bond ETF$2,163,61928,0012.1%ETFBRK.BBerkshire Hathaway$2,160,7864,7672.1%FinanceVTIVanguard Total Stock Market ETF$2,022,6646,9792.0%ETFVOOVanguard S&P 500 ETF$1,736,6573,2231.7%ETFQLTAiShares Aaa - A Rated Corporate Bond ETF$1,649,16935,2461.6%ETFBLVVanguard Long-Term Bond ETF$1,602,09323,4121.6%ETFVTVanguard Total World Stock ETF$1,500,47712,7721.5%ETFREETiShares Global REIT ETF$1,488,54862,1001.5%ETFIQLTiShares MSCI Intl Quality Factor ETF$1,261,14733,9751.2%ETFSUBiShares Short-Term National Muni Bond ETF$1,244,84911,8021.2%ETFMOTIVanEck Morningstar International Moat ETF$1,242,68341,0191.2%ETFFNDBSchwab Fundamental U.S. Broad Market Index ETF$1,204,97651,8051.2%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$1,197,60014,9201.2%ETFVWOVanguard FTSE Emerging Markets ETF$1,132,20825,7091.1%ETFMOATVanEck Morningstar Wide Moat ETF$1,101,59211,8801.1%ETFQQQInvesco QQQ$1,091,6942,1351.1%FinanceSMMDiShares Russell 2500 ETF$858,08212,6190.8%ETFAAPLApple$808,3553,2280.8%Computer and TechnologyNVDANVIDIA$805,7406,0000.8%Computer and TechnologyVSGXVanguard ESG International Stock ETF$769,82913,5770.8%ETFUNPUnion Pacific$753,6723,3050.7%TransportationMSFTMicrosoft$746,9791,7720.7%Computer and TechnologyDFUVDimensional US Marketwide Value ETF$733,73617,9310.7%ETFESGUiShares ESG Aware MSCI USA ETF$724,8145,6270.7%ManufacturingRFGInvesco S&P MidCap 400 Pure Growth ETF$668,93313,8160.7%ETFIBDQiShares iBonds Dec 2025 Term Corporate ETF$638,10125,4730.6%ETFMUBiShares National Muni Bond ETF$631,7325,9290.6%ETFMGVVanguard Mega Cap Value ETF$598,2674,7900.6%ETFDTDWisdomTree Total U.S. Dividend Fund$591,7257,8000.6%FinanceIWSiShares Russell Mid-Cap Value ETF$550,4064,2550.5%ETFVEAVanguard FTSE Developed Markets ETF$519,12810,8560.5%ETFPSKSPDR ICE Preferred Securities ETF$516,86715,6670.5%ETFSPTSSPDR Portfolio Short Term Treasury ETF$471,72616,2610.5%ETFVYMVanguard High Dividend Yield ETF$466,5283,6560.5%ETFESGVVanguard ESG US Stock ETF$455,6124,3440.4%ETFVTVVanguard Value ETF$448,7222,6500.4%ETFILCGiShares Morningstar Growth ETF$448,6235,0070.4%ETFXSOEWisdomTree Emerging Markets ex-State-Owned Enterprises Fund$443,53014,5520.4%FinanceVEUVanguard FTSE All-World ex-US ETF$408,6877,1190.4%ETFMTUMiShares MSCI USA Momentum Factor ETF$392,1131,8950.4%ETFEFAViShares MSCI EAFE Min Vol Factor ETF$387,7455,4840.4%ETFRWJInvesco S&P SmallCap 600 Revenue ETF$332,7177,2710.3%ETFVGTVanguard Information Technology ETF$297,2204780.3%ETFXLKTechnology Select Sector SPDR Fund$290,4021,2490.3%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$276,9803,1510.3%ETFPGProcter & Gamble$276,1531,6470.3%Consumer StaplesIBDSiShares iBonds Dec 2027 Term Corporate ETF$255,22510,6520.3%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$238,5414,9260.2%ManufacturingIBDRiShares iBonds Dec 2026 Term Corporate ETF$236,0529,8070.2%ETFWRBW. R. Berkley$232,6173,9750.2%FinanceSCHBSchwab US Broad Market ETF$229,76910,1220.2%ETFDIVIFranklin International Core Dividend Tilt Index ETF$222,2357,4050.2%ETFFNXFirst Trust Mid Cap Core AlphaDEX Fund$219,3391,8950.2%ManufacturingCMCSAComcast$201,0435,3570.2%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
