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Stephanie C. Brown

Cornerstone National Bank & Trust Co

Assets Managed
$295.854M
Holdings
216
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
9.01%(2Q avg: 8.64%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Cornerstone National Bank & Trust Co's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 216 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 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 295.854M in assets, with a quarterly growth rate of 9.01% and a 2-quarter average growth rate of 8.64%. The portfolio is managed by Stephanie C. Brown, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTIP
Vanguard Short-term Tips
Recent Activity
Decreased -11.22%
9.22%
$27.265M
550,581 shares@ $49.52 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -7.44%
7.46%
$22.053M
59,721 shares@ $369.27 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 73.85%
7.1%
$21.004M
30,642 shares@ $685.46 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 153.05%
4.89%
$14.455M
146,751 shares@ $98.51 avg price
TLTE
Flexshares Morningstar Emerg
Recent Activity
Decreased -17.47%
4.25%
$12.547M
166,583 shares@ $75.32 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 179.46%
4.24%
$12.525M
171,441 shares@ $73.06 avg price
SJNK
Spdr Bloomberg Short Term Hi
Recent Activity
Decreased -22.66%
3.87%
$11.446M
459,497 shares@ $24.91 avg price
SKOR
Flexshares Credit-scored Us
Recent Activity
Decreased -34.67%
3.85%
$11.375M
235,485 shares@ $48.31 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Decreased -5.79%
3.57%
$10.534M
34,936 shares@ $301.52 avg price
TLTD
Flexshares Morningstar Devel
Recent Activity
Decreased -12.4%
2.99%
$8.839M
90,253 shares@ $97.94 avg price

1-10 of 216