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  Name: Cornerstone Retirement Group Inc.
  City: RENO
  State: NV
  Zip: 89521
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2023-09-30
  Total Value : $349,760,000
  Total Value Change : $-12,062,000
  Securities Held Change : 8
   
All Securities Held : 33
  New Positions : 15
  Closed Positions : 7
  Increased Positions : 6
  Unchanged Positions : 5
  Decreased Positions : 7

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Holdings Found : 15     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (ITOT)1 Year Chart         ITOT iShares Core S&P Total US 5 New $116.53 $7,125,000 75,640 2.04% 7,125,000 75,640 0.021    Closed - End Fund - E...
   (IXUS)1 Year Chart         IXUS Ishares Core Msci Total Int... 6 New $70.04 $4,675,000 77,937 1.34% 4,675,000 77,937 0.002    N/A
   (IAGG)1 Year Chart         IAGG Ishares International Aggre... 7 New $0.00 $2,347,000 48,119 0.67% 2,347,000 48,119 0.083    N/A
   (IWB)1 Year Chart         IWB ishares trust Russell 1000 9 New $291.32 $1,008,000 4,290 0.29% 1,008,000 4,290 0.003    Closed - End Fund - E...
   (GOF)1 Year Chart         GOF Claymore/Guggenheim Strateg... 10 New $14.52 $987,000 66,737 0.28% 987,000 66,737 0.322    Closed - End Fund - E...
   (ACWX)1 Year Chart         ACWX iShares MSCI ACWI ex US Index 11 New $55.09 $763,000 16,227 0.22% 763,000 16,227 0.002    Closed - End Fund - E...
   (MBB)1 Year Chart         MBB iShares Barclays MBS Bond 12 New $91.20 $640,000 7,204 0.18% 640,000 7,204 0.001    Closed - End Fund - E...
   (LQDW)1 Year Chart         LQDW Ishares Investment Grade Co... 13 New $0.00 $481,000 15,274 0.14% 481,000 15,274 0.17    N/A
   (MUB)1 Year Chart         MUB iShares S&P National Munici... 15 New $106.47 $468,000 4,562 0.13% 468,000 4,562 0    Closed - End Fund - E...
   (IWR)1 Year Chart         IWR iShares Tr Rssll MidCap Indx 17 New $83.36 $407,000 5,883 0.12% 407,000 5,883 0.002    Closed - End Fund - E...
   (CIU)1 Year Chart         CIU iShares Barclays Intermedia... 18 New $51.11 $386,000 7,940 0.11% 386,000 7,940 0.001    Closed - End Fund - E...
   (ICVT)1 Year Chart         ICVT Ishares Convertible Bond Etf 22 New $0.00 $289,000 3,889 0.08% 289,000 3,889 0.003    N/A
   (PSX)1 Year Chart         PSX Phillips 66 30 New $144.42 $228,000 1,900 0.07% 228,000 1,900 0    Oil & Gas Refining, P...
   (EEM)1 Year Chart         EEM iShares MSCI Emrg Mkt Income 31 New $43.63 $225,000 5,939 0.06% 225,000 5,939 0    Closed - End Fund - E...
   (QUAL)1 Year Chart         QUAL Ishares Msci Usa Quality Fa... 32 New $0.00 $219,000 1,658 0.06% 219,000 1,658 0    N/A
      15 Records Found
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