Cornerstone Management, Inc. Top Holdings and 13F Report (2023) About Cornerstone Management, Inc.Investment ActivityCornerstone Management, Inc. has $516.73 million in total holdings as of March 31, 2023.Cornerstone Management, Inc. owns shares of 53 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 10.08% of the portfolio was purchased this quarter.About 2.44% of the portfolio was sold this quarter.This quarter, Cornerstone Management, Inc. has purchased 53 new stocks and bought additional shares in 19 stocks.Cornerstone Management, Inc. sold shares of 23 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard Growth ETF $132,746,399Vanguard Value ETF $90,635,094JPMorgan Ultra-Short Income ETF $81,346,091iShares Core U.S. Aggregate Bond ETF $35,349,217SPDR Bloomberg Barclays Investment Grade Floating Rate ETF $23,187,045 Largest New Holdings this Quarter Dimensional Short-Duration Fixed Income ETF $4,946,169 HoldingVanguard Mid-Cap ETF $3,893,805 Holding Largest Purchases this Quarter Vanguard Growth ETF 41,973 shares (about $17.23M)ELEVATION SERIES TRUST 417,800 shares (about $12.85M)Dimensional Short-Duration Fixed Income ETF 105,507 shares (about $4.95M)Vanguard Mid-Cap ETF 14,742 shares (about $3.89M)iShares Core U.S. Aggregate Bond ETF 34,144 shares (about $3.31M) Largest Sales this Quarter iShares Ultra Short-Term Bond Active ETF 76,616 shares (about $3.86M)Globe Life 21,019 shares (about $2.34M)iShares MSCI EAFE Small-Cap ETF 24,191 shares (about $1.47M)iShares Core MSCI Emerging Markets ETF 27,814 shares (about $1.45M)Vanguard Total Stock Market ETF 2,440 shares (about $707.14K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCornerstone Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVUGVanguard Growth ETF$132,746,399$17,227,378 ▲14.9%323,42525.7%ETFVTVVanguard Value ETF$90,635,094$2,984,590 ▲3.4%535,35217.5%ETFJPSTJPMorgan Ultra-Short Income ETF$81,346,091$1,703,665 ▲2.1%1,614,97115.7%ETFAGGiShares Core U.S. Aggregate Bond ETF$35,349,217$3,308,554 ▲10.3%364,8016.8%FinanceFLRNSPDR Bloomberg Barclays Investment Grade Floating Rate ETF$23,187,045$2,680,609 ▲13.1%754,5414.5%ETFEFAiShares MSCI EAFE ETF$17,852,580$250,118 ▼-1.4%236,1143.5%FinanceELEVATION SERIES TRUST$16,323,146$12,847,350 ▲369.6%530,8343.2%SOVEREIGNS CAPITVTIVanguard Total Stock Market ETF$15,011,654$707,140 ▼-4.5%51,7982.9%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$11,846,687$742,051 ▲6.7%396,7412.3%ETFMBBiShares MBS ETF$10,257,526$795,966 ▲8.4%111,8842.0%ETFUSRTiShares Core U.S. REIT ETF$7,595,295$277,954 ▼-3.5%132,5301.5%ETFBRK.BBerkshire Hathaway$7,337,697$314,123 ▼-4.1%16,1881.4%FinanceVBKVanguard Small-Cap Growth ETF$7,035,108$291,262 ▼-4.0%25,1201.4%ETFVBRVanguard Small-Cap Value ETF$6,419,447$656,372 ▼-9.3%32,3921.2%ETFUSHYiShares Broad USD High Yield Corporate Bond ETF$5,346,213$263,895 ▲5.2%145,3171.0%ETFDFSDDimensional Short-Duration Fixed Income ETF$4,946,169$4,946,169 ▲New Holding105,5071.0%ETFDVYiShares Select Dividend ETF$4,834,755$44,770 ▼-0.9%36,8250.9%ETFSCZiShares MSCI EAFE Small-Cap ETF$4,167,511$1,469,603 ▼-26.1%68,6010.8%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$4,078,938$311,866 ▲8.3%38,1780.8%FinanceIEMGiShares Core MSCI Emerging Markets ETF$4,063,761$1,452,447 ▼-26.3%77,8200.8%ETFVOVanguard Mid-Cap ETF$3,893,805$3,893,805 ▲New Holding14,7420.8%ETFGLGlobe Life$2,641,798$2,344,040 ▼-47.0%23,6890.5%FinanceAVUVAvantis U.S. Small Cap Value ETF$2,431,688$289,494 ▼-10.6%25,1910.5%ETFSRVRPacer Data & Infrastructure Real Estate ETF$1,938,897$36,905 ▼-1.9%64,6730.4%ETFVIGVanguard Dividend Appreciation ETF$1,915,414$14,100 ▼-0.7%9,7810.4%ETFREZiShares Residential and Multisector Real Estate ETF$1,605,250$8,750 ▲0.5%19,8130.3%ETFGPNGlobal Payments$1,151,865$22,076 ▼-1.9%10,2790.2%Business ServicesSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$998,7220.0%30,4860.2%ETFAFLAflac$892,0340.0%8,6240.2%FinanceINDSPacer Industrial Real Estate ETF$794,709$6,213 ▲0.8%22,5130.2%ETFKOCoca-Cola$772,031$62 ▼0.0%12,4000.1%Consumer StaplesNVDANVIDIA$552,626$173,913 ▲45.9%4,1150.1%Computer and TechnologyCATHGlobal X S&P 500 Catholic Values ETF$543,060$19,481 ▼-3.5%7,6660.1%ManufacturingSSBSouthState$479,2950.0%4,8180.1%FinanceBACBank of America$452,6850.0%10,3000.1%FinanceFNCLFidelity MSCI Financials Index ETF$405,075$7,005 ▲1.8%5,8980.1%ETFGLDSPDR Gold Shares$400,484$2,663 ▼-0.7%1,6540.1%FinanceAAPLApple$357,402$101,435 ▲39.6%1,4270.1%Computer and TechnologyVVVanguard Large-Cap ETF$333,080$17,261 ▲5.5%1,2350.1%ETFSOSouthern$312,422$82 ▲0.0%3,7950.1%UtilitiesIWFiShares Russell 1000 Growth ETF$298,374$14,055 ▼-4.5%7430.1%ETFBNDVanguard Total Bond Market ETF$297,636$15,173 ▲5.4%4,1390.1%ETFSPYSPDR S&P 500 ETF Trust$294,799$17,582 ▼-5.6%5030.1%FinanceTFCTruist Financial$289,692$32,101 ▲12.5%6,6780.1%FinanceLLYEli Lilly and Company$277,4600.0%3590.1%MedicalVOEVanguard Mid-Cap Value ETF$274,6860.0%1,6980.1%ETFICSHiShares Ultra Short-Term Bond Active ETF$272,222$3,863,757 ▼-93.4%5,3980.1%ETFIWDiShares Russell 1000 Value ETF$267,6980.0%1,4460.1%ETFPNCThe PNC Financial Services Group$260,3480.0%1,3500.1%FinanceMSFTMicrosoft$256,272$7,166 ▼-2.7%6080.0%Computer and TechnologySLViShares Silver Trust$256,060$132 ▼-0.1%9,7250.0%ETFDIVGlobal SuperDividend US ETF$222,068$559 ▼-0.3%12,3160.0%ETFMGVVanguard Mega Cap Value ETF$209,4750.0%1,6770.0%ETFAVEMAvantis Emerging Markets Equity ETF$0$287,729 ▼-100.0%00.0%ETFUNHUnitedHealth Group$0$219,255 ▼-100.0%00.0%MedicalShowing 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. 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