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Jim Cullen

Cornerstone Planning, Llc

Assets Managed
$442.992M
Holdings
141
Last Quarter
2026 - Q1
Filed Date
1mo 20d ago
Growth Rate
2.83%(2Q avg: 33.71%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Cornerstone Planning, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 141 positions.

Assets under management

The assets under management (AUM) of Cornerstone Planning, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 442.992M in assets, with a quarterly growth rate of 2.83% and a 2-quarter average growth rate of 33.71%. The portfolio is managed by Jim Cullen, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHX
Schwab Us Large-cap Etf
Recent Activity
Decreased -5.48%
4%
$17.686M
691,254 shares@ $25.59 avg price
BSCS
Invesco Bulletshares 2028 Cb
Recent Activity
Increased 46.84%
2.88%
$12.737M
622,570 shares@ $20.46 avg price
IBDT
Ishares Ibonds Dec 2028 Etf
Recent Activity
Increased 47.28%
2.87%
$12.677M
499,609 shares@ $25.38 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -7.53%
2.69%
$11.902M
68,220 shares@ $174.47 avg price
BSCT
Invesco Bulletshares 2029 Cb
Recent Activity
Increased 51.91%
2.51%
$11.102M
593,753 shares@ $18.7 avg price
IBHF
Ishares Ibond 2026 Hy & Inc
Recent Activity
Decreased -2.77%
2.23%
$9.862M
428,911 shares@ $23.0 avg price
BSJQ
Invesco Bulletshares 2026 Hy
Recent Activity
Decreased -3.19%
2.22%
$9.806M
422,338 shares@ $23.22 avg price
IBDS
Ishrs Ibnds Dec 27 Corp Etf
Recent Activity
Increased 11.07%
2.19%
$9.673M
398,278 shares@ $24.29 avg price
BSCU
Invesco Bulletshares 2030 Cb
Recent Activity
Increased 32.86%
2.15%
$9.499M
567,021 shares@ $16.76 avg price
IBDV
Ishares Ibonds Dec 2030 Corp
Recent Activity
Increased 30.98%
2.13%
$9.435M
430,138 shares@ $21.94 avg price

1-10 of 141