Cornerstone Planning, LLC - Q12026 Holdings

Cornerstone Planning, LLC holds 141 stocks with a total portfolio value of $ 442.99M as of Q12026. In Q12026, Cornerstone Planning, LLC added 21 new positions, increased stakes in 44 stocks, reduced 56 holdings, and fully exited 11 positions. The largest holding is Schwab Strategic Tr (SCHX), representing 3.99% of the total portfolio.