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CIK: 0001587867
Total reported value
$695.1M
$695.1M
54 檔
53.3%
According to the latest 13F quarterly dataset, Cornerstone Management, Inc. managed an equity portfolio of $695.1M at the end of Q1 2025, spanning 54 distinct U.S. exchange-listed positions.
In Q1 2025, Cornerstone Management, Inc. displayed an active expansion posture, initiating 2 new positions and adding to 21 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 24.91% | +0.81% | +10.92% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 17.47% | -0.67% | +0.88% | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 15.65% | -0.21% | +2.25% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 6.83% | -0.43% | +1.07% | |
| 5 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 4.45% | +0.27% | +2.22% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.51% | -0.10% | -2.77% | |
| 7 | SOVF | Sovereign's Capital Flourish | ETF-Other | 2.84% | +0.02% | -3.97% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.68% | +0.04% | +0.59% | |
| 9 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 2.30% | -0.52% | +2.90% | |
| 10 | MBB | Ishares Mbs ETF | ETF-Other | 1.99% | -0.33% | +1.40% | |
| 11 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.64% | -0.07% | — | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.61% | -0.05% | — | |
| 13 | USRT | Ishares Core US Reit ETF | ETF-Other | 1.33% | +0.01% | -6.62% | |
| 14 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.24% | +1.47% | +5.02% | |
| 15 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.10% | -0.01% | -2.74% | |
| 16 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 1.03% | -0.16% | +2.49% | |
| 17 | DFSD | Dimensional Short Duration | ETF-Other | 0.94% | +0.05% | — | |
| 18 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.88% | -0.03% | -4.83% | |
| 19 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.79% | -0.12% | +1.68% | |
| 20 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.79% | -0.03% | -3.38% | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.79% | +0.03% | +10.35% | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.78% | +0.07% | -0.18% | |
| 23 | GL | Globe Life Inc | Stock-Financials | 0.58% | +0.01% | — | |
| 24 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.43% | -0.03% | +3.57% | |
| 25 | SRVR | Pacer Data & Infrastructure | ETF-Other | 0.36% | -0.02% | — | |
| 26 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.33% | — | -7.44% | |
| 27 | REZ | Ishars Res And Multi Reales | ETF-Other | 0.32% | +0.01% | +0.04% | |
| 28 | FIW | First Trust Water ETF | ETF-Other | 0.27% | -0.01% | — | |
| 29 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.19% | -0.01% | +1.33% | |
| 30 | GPN | Global Payments Inc | Stock-Industrials | 0.19% | — | — | |
| 31 | AFL | Aflac Inc | Stock-Financials | 0.18% | — | — | |
| 32 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.17% | -0.01% | +0.73% | |
| 33 | INDS | Pacer Industrial Real Estate | ETF-Other | 0.16% | — | +0.41% | |
| 34 | CATH | Global X S&p 500 Ca Val ETF | ETF-Large Cap & Growth | 0.10% | +0.01% | -1.37% | |
| 35 | SSBUSD | Southstate Bank CORP | Stock-Other | 0.08% | — | — | |
| 36 | GLD | Spdr Gold Shares | ETF-Commodities | 0.08% | -0.02% | -9.13% | |
| 37 | BAC | Bank Of America CORP | Stock-Financials | 0.08% | — | — | |
| 38 | FNCL | Fidelity Msci Financial Indx | ETF-Other | 0.08% | — | +4.58% | |
| 39 | SO | Southern Co/the | Stock-Utilities | 0.07% | -0.01% | +0.03% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.06% | +0.01% | +19.48% | |
| 41 | VV | Vanguard Large-cap ETF | ETF-Other | 0.06% | — | +0.32% | |
| 42 | AAPL | Apple Inc | Stock-Tech | 0.06% | — | -0.49% | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.06% | — | -30.23% | |
| 44 | BND | Vanguard Total Bond Market | ETF-Other | 0.06% | — | -0.27% | |
| 45 | SLV | Ishares Silver Trust | ETF-Commodities | 0.05% | -0.02% | -2.56% | |
| 46 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.05% | +0.01% | -3.06% | |
| 47 | TFC | Truist Financial CORP | Stock-Financials | 0.05% | — | — | |
| 48 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.05% | — | — | |
| 49 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.05% | — | -6.09% | |
| 50 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.05% | — | -6.06% |
According to official SEC Form 13F filings, Cornerstone Management, Inc. reported a total U.S. public equity portfolio value of $695.1M across 54 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VUG, VTV, JPST) accounted for 53.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
BRK-A
市值: $8.8M
Top Position Liquidated / Trimmed
ICSH
前期市值: $272.2K
During Q1 2025, Cornerstone Management, Inc.'s top holdings by market value included VUG (24.9%)、VTV (17.5%)、JPST (15.7%). The largest single position, VUG, represented 24.9% of total portfolio value.
In Q1 2025, Cornerstone Management, Inc. made 40 total portfolio adjustments, initiating 2 new buys, adding to 21 positions, trimming 16 holdings, and fully liquidating 1 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.
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