account_balance
Investment manager · 13F filer · SEC CIK 1587867
Cornerstone Management, Inc.
Reported value$695Mas of Jun 30, 2026
Positions67 3 new, 1 sold out
Top 10 weight81.5%VUG alone is 25%
FiledJul 1616 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
VUGVanguard Index FDS
24.7%Added +481%
JPSTJ P Morgan Exchange Traded F
16.4%Added +9%
VTVVanguard Index FDS
15.5%Trimmed −4%
AGGiShares Tr
6.6%Added +4%
FLRNSPDR Series Trust
3.9%Added +19%
EFAiShares Tr
3.8%
VBKVanguard Index FDS
3.0%Added +79%
DFSDDimensional ETF Trust
2.7%Added +13%
SOVFElevation Series Trust
2.6%
VTI2.3%
SPSB2.0%
MBB1.8%
VUGVanguard Index FDS
24.7%Added +481%
JPSTJ P Morgan Exchange Traded F
16.4%Added +9%
VTV15.5%
AGG6.6%
FLRN3.9%
EFA3.8%
VBK3.0%
DFSD2.7%
SOVF2.6%
VTI
SPSB
MBB
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VUG Vanguard Index FDS 24.7% Added +481%
JPST J P Morgan Exchange Traded F 16.4% Added +9%
VTV Vanguard Index FDS 15.5% Trimmed −4%
AGG iShares Tr 6.6% Added +4%
FLRN SPDR Series Trust 3.9% Added +19%
EFA iShares Tr 3.8% Held
VBK Vanguard Index FDS 3.0% Added +79%
DFSD Dimensional ETF Trust 2.7% Added +13%
SOVF Elevation Series Trust 2.6% Held
VTI Vanguard Index FDS 2.3% Trimmed −2%
SPSB SPDR Series Trust 2.0% Trimmed −11%
MBB iShares Tr 1.8% Trimmed −7%
What changed