13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001587867
Total reported value
$695.1M
$695.1M
53 檔
52.3%
As reported in its official Q4 2024 Form 13F filing, Cornerstone Management, Inc.'s tracked investment portfolio stood at $695.1M with 53 total positions.
Cornerstone Management, Inc. executed strategic sector rebalancing during Q4 2024, establishing 2 new positions while fully exiting 2 holdings and trimming 21 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 25.69% | +0.81% | +14.91% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 17.54% | -0.67% | +3.41% | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 15.74% | -0.21% | +2.14% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 6.84% | -0.43% | +10.33% | |
| 5 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 4.49% | +0.27% | +13.07% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.45% | -0.10% | -1.38% | |
| 7 | SOVF | Sovereign's Capital Flourish | ETF-Other | 3.16% | +0.02% | +369.62% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.91% | +0.04% | -4.50% | |
| 9 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 2.29% | -0.52% | +6.68% | |
| 10 | MBB | Ishares Mbs ETF | ETF-Other | 1.99% | -0.33% | +8.41% | |
| 11 | USRT | Ishares Core US Reit ETF | ETF-Other | 1.47% | +0.01% | -3.53% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.42% | -0.05% | -4.11% | |
| 13 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.36% | +1.47% | -3.98% | |
| 14 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.24% | -0.01% | -9.28% | |
| 15 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 1.03% | -0.16% | +5.19% | |
| 16 | DFSD | Dimensional Short Duration | ETF-Other | 0.96% | +0.05% | — | |
| 17 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.94% | -0.03% | -0.92% | |
| 18 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.81% | -0.03% | -26.07% | |
| 19 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.79% | -0.12% | +8.28% | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.79% | +0.07% | -26.33% | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.75% | +0.03% | — | |
| 22 | GL | Globe Life Inc | Stock-Financials | 0.51% | +0.01% | -47.01% | |
| 23 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.47% | -0.03% | -10.64% | |
| 24 | SRVR | Pacer Data & Infrastructure | ETF-Other | 0.38% | -0.02% | -1.87% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.37% | — | -0.73% | |
| 26 | REZ | Ishars Res And Multi Reales | ETF-Other | 0.31% | +0.01% | +0.55% | |
| 27 | GPN | Global Payments Inc | Stock-Industrials | 0.22% | — | -1.88% | |
| 28 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.19% | -0.01% | — | |
| 29 | AFL | Aflac Inc | Stock-Financials | 0.17% | — | — | |
| 30 | INDS | Pacer Industrial Real Estate | ETF-Other | 0.15% | — | +0.79% | |
| 31 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.15% | -0.01% | -0.01% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.11% | — | +45.92% | |
| 33 | CATH | Global X S&p 500 Ca Val ETF | ETF-Large Cap & Growth | 0.11% | +0.01% | -3.46% | |
| 34 | SSBUSD | Southstate Bank CORP | Stock-Other | 0.09% | — | — | |
| 35 | BAC | Bank Of America CORP | Stock-Financials | 0.09% | — | — | |
| 36 | FNCL | Fidelity Msci Financial Indx | ETF-Other | 0.08% | — | +1.76% | |
| 37 | GLD | Spdr Gold Shares | ETF-Commodities | 0.08% | -0.02% | -0.66% | |
| 38 | AAPL | Apple Inc | Stock-Tech | 0.07% | — | +39.63% | |
| 39 | VV | Vanguard Large-cap ETF | ETF-Other | 0.06% | — | +5.47% | |
| 40 | SO | Southern Co/the | Stock-Utilities | 0.06% | -0.01% | +0.03% | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.06% | — | -4.50% | |
| 42 | BND | Vanguard Total Bond Market | ETF-Other | 0.06% | — | +5.37% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.06% | +0.01% | -5.63% | |
| 44 | TFC | Truist Financial CORP | Stock-Financials | 0.06% | — | +12.46% | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.05% | +0.01% | — | |
| 46 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.05% | — | — | |
| 47 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.05% | — | -93.42% | |
| 48 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.05% | — | — | |
| 49 | PNC | Pnc Financial Services Group | Stock-Financials | 0.05% | +0.01% | — | |
| 50 | MSFT | Microsoft CORP | Stock-Tech | 0.05% | — | -2.72% |
According to official SEC Form 13F filings, Cornerstone Management, Inc. reported a total U.S. public equity portfolio value of $695.1M across 53 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VUG, VTV, JPST) accounted for 52.3% of total reported equity market value during Q4 2024.
Top New Position Initiated
DFSD
市值: $4.9M
Top Position Liquidated / Trimmed
AVEM
前期市值: $287.7K
During Q4 2024, Cornerstone Management, Inc.'s top holdings by market value included VUG (25.7%)、VTV (17.5%)、JPST (15.7%). The largest single position, VUG, represented 25.7% of total portfolio value.
In Q4 2024, Cornerstone Management, Inc. made 43 total portfolio adjustments, initiating 2 new buys, adding to 18 positions, trimming 21 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.