SEC Form 13F

Cornerstone Planning, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-31
Reported value$432,340,072
Positions136

Largest disclosed positions

IssuerTickerClassReported valueReported amount
SCHWAB STRATEGIC TRSCHXUS LRG CAP ETF$20,160,700685,039
NVIDIA CORPORATIONNVDACOM$13,691,76968,417
INVESCO EXCH TRD SLF IDX FDBSCSINVSCO BLSH 28$13,019,050639,285
ISHARES TRIBDTIBDS DEC28 ETF$12,950,679512,899
INVESCO EXCH TRD SLF IDX FDBSCTBULETSHS 2029$11,296,091608,133
ISHARES TRIBDSIBONDS 27 ETF$9,849,158406,654
INVESCO EXCH TRD SLF IDX FDBSJQINVSCO BLSH 26$9,827,482428,119
INVESCO EXCH TRD SLF IDX FDBSCUINVSCO 30 CORP$9,733,195584,751
ISHARES TRIBHFIBONDS 2026 TERM$9,721,329429,198
INVESCO EXCH TRD SLF IDX FDBSCVBULETSHS 2031 CP$9,613,052586,699

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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