CA
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Cornerstone Advisors, Inc.13F | |
| Cornerstone Advisors, Inc. | |
| Last update 2020-10-20 | 715 Stocks (32 new) |
| Value $936.00 Mil | Turnover 0 % |
| Portfolio Report | |
Cornerstone Advisors, Inc. Top Holdings of 2020-09-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 978,633 | 328879.000 | -6.72% | 35.150 | -2.39% | 0.140 | +11.40% | +21.33% | 545905.122 | ||
VV | Vanguard Large Cap ETF | 1,034,032 | 161764.000 | -5.26% | 17.290 | -0.90% | 0.780 | +11.83% | +21.45% | 36856.111 | ||
VEA | Vanguard FTSE Developed Markets ETF | 3,156,021 | 129081.000 | -4.54% | 13.800 | -0.64% | 0.140 | +6.74% | +6.08% | 139217.980 | ||
IJH | iShares Core S&P Mid-Cap ETF | 1,388,255 | 51452.000 | -4.20% | 5.500 | -0.24% | 0.110 | +10.08% | +13.84% | 93198.127 | ||
IJR | iShares Core S&P Small-Cap ETF | 699,521 | 49127.000 | -3.99% | 5.250 | -0.22% | 0.100 | +9.01% | +8.42% | 87155.110 | ||
VO | Vanguard Mid-Cap ETF | 242,391 | 42724.000 | -2.54% | 4.570 | -0.11% | 0.100 | +12.13% | +14.64% | 67436.749 | ||
VB | Vanguard Small Cap ETF | 243,701 | 37481.000 | +0.51% | 4.010 | +0.02% | 0.110 | +12.14% | +12.90% | 59967.783 | ||
ACWI | iShares MSCI ACWI Index Fund | 293,446 | 23452.000 | -2.69% | 2.510 | -0.07% | 0.150 | +10.83% | +16.78% | 19277.576 | ||
VTI | Vanguard Total Stock Market ETF | 91,574 | 15596.000 | +0.63% | 1.670 | +0.01% | 0.010 | +11.80% | +20.27% | 423658.824 | ||
MSFT | Microsoft Corp | 71,100 | 14955.000 | -1.39% | 1.600 | -0.02% | 0.000 | +4.32% | +10.02% | 3059156.044 | Software |
Cornerstone Advisors, Inc.'s Historical Top Holdings Breakdowns
Cornerstone Advisors, Inc. Total Holding History ($B)
Cornerstone Advisors, Inc.'s Asset Allocation
Cornerstone Advisors, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Cornerstone Advisors, Inc.'s Hypothetical Growth since 2020-09-30
Cornerstone Advisors, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Cornerstone Advisors, Inc.'s Holdings Heat Map
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Cornerstone Advisors, Inc.'s Holdings Bubble Chart
Cornerstone Advisors, Inc. News
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