SEC Form 13F

Cornerstone Financial Management LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-29
Reported value$124,683,667
Positions1,471

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD MORNINGSTAR MEGA CAP VALUE ETFMGVETF$6,142,49737,580
VANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGKETF$5,833,06866,353
VANGUARD SHORT-TERM TREASURY ETFVGSHETF$5,340,95691,769
VANGUARD INTERMEDIATE-TERM TREASURY ETFVGITETF$5,171,04687,675
SCHWAB U.S. LARGE-CAP ETFSCHXETF$4,572,936155,383
FIRST TRUST LOW DURATION OPPORTUNITIES ETFLMBSETF$3,990,99980,173
VANGUARD MORNINGSTAR MEGA CAP ETFMGCETF$3,982,13714,553
VANGUARD MORTGAGE-BACKED SECURITIES ETFVMBSETF$3,953,47084,458
VANGUARD DIVIDEND APPRECIATION ETFVIGETF$3,693,05915,608
ISHARES MSCI EAFE GROWTH ETFEFGETF$2,861,75723,001

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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