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Stephanie C. Brown

Cornerstone National Bank & Trust Co

Assets Managed
$271.417M
Holdings
209
Last Quarter
2026 - Q1
Filed Date
1mo 7d ago
Growth Rate
8.27%(2Q avg: 5.25%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Cornerstone National Bank & Trust Co's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 209 positions.

Assets under management

The assets under management (AUM) of Cornerstone National Bank & Trust Co over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 271.417M in assets, with a quarterly growth rate of 8.27% and a 2-quarter average growth rate of 5.25%. The portfolio is managed by Stephanie C. Brown, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTIP
Vanguard Short-term Tips
Recent Activity
Decreased -8.59%
11.4%
$30.929M
620,201 shares@ $49.88 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -9.15%
7.69%
$20.857M
64,525 shares@ $323.24 avg price
SKOR
Flexshares Credit-scored Us
Recent Activity
Decreased -8.58%
6.44%
$17.471M
360,483 shares@ $48.47 avg price
SJNK
Spdr Bloomberg Short Term Hi
Recent Activity
Decreased -4.39%
5.45%
$14.783M
594,183 shares@ $24.88 avg price
TLTE
Flexshares Morningstar Emerg
Recent Activity
Decreased -7.54%
5.03%
$13.647M
201,852 shares@ $67.61 avg price
MBSD
Flexshares Disciplined Durat
Recent Activity
Decreased -9.7%
4.64%
$12.57M
608,915 shares@ $20.65 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
New Position
3.92%
$10.616M
17,626 shares@ $602.31 avg price
TLTD
Flexshares Morningstar Devel
Recent Activity
Decreased -8.38%
3.64%
$9.86M
103,035 shares@ $95.71 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Decreased -0.42%
3.6%
$9.769M
37,085 shares@ $263.41 avg price
GOVT
Ishares Us Treasury Bond Etf
Recent Activity
Decreased -9.4%
2.95%
$7.999M
350,378 shares@ $22.84 avg price

1-10 of 209