Cornerstone Planning, LLC - Q22026 Holdings

Cornerstone Planning, LLC holds 136 stocks with a total portfolio value of $ 432.34M as of Q22026. In Q22026, Cornerstone Planning, LLC added 2 new positions, increased stakes in 83 stocks, reduced 29 holdings, and fully exited 7 positions. The largest holding is Schwab Strategic Tr (SCHX), representing 4.66% of the total portfolio.