Cornerstone Financial Management LLC 13F 持仓 · 2026年Q2

Cornerstone Financial Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 1,471 只证券，申报市值合计 1.25 亿美元。前几大持仓：MGV（4.93%）、MGK（4.68%）、VGSH（4.28%）。本季前 25 大持仓中：增持 14 只、减持 11 只。

排名	代码	公司	市值	占组合	股数	变动
1	MGV	VANGUARD MORNINGSTAR MEGA CAP VALUE ETF	$6.1M	4.93%	37,580	增持
2	MGK	VANGUARD MORNINGSTAR MEGA CAP GROWTH ETF	$5.8M	4.68%	66,353	增持
3	VGSH	VANGUARD SHORT-TERM TREASURY ETF	$5.3M	4.28%	91,769	减持
4	VGIT	VANGUARD INTERMEDIATE-TERM TREASURY ETF	$5.2M	4.15%	87,675	减持
5	SCHX	SCHWAB U.S. LARGE-CAP ETF	$4.6M	3.67%	155,383	增持
6	LMBS	FIRST TRUST LOW DURATION OPPORTUNITIES ETF	$4.0M	3.20%	80,173	减持
7	MGC	VANGUARD MORNINGSTAR MEGA CAP ETF	$4.0M	3.19%	14,553	减持
8	VMBS	VANGUARD MORTGAGE-BACKED SECURITIES ETF	$4.0M	3.17%	84,458	减持
9	VIG	VANGUARD DIVIDEND APPRECIATION ETF	$3.7M	2.96%	15,608	减持
10	EFG	ISHARES MSCI EAFE GROWTH ETF	$2.9M	2.30%	23,001	增持
11	EFV	ISHARES MSCI EAFE VALUE ETF	$2.8M	2.22%	36,079	增持
12	AAPL	APPLE INC COM	$2.2M	1.75%	7,544	增持
13	VCSH	VANGUARD SHORT-TERM CORPORATE BOND ETF	$2.1M	1.72%	27,201	增持
14	VO	VANGUARD MORNINGSTAR MID-CAP ETF	$2.1M	1.71%	26,410	增持
15	VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF	$2.1M	1.68%	25,341	增持
16	TPLC	TIMOTHY PLAN US LARGE/MID CAP CORE ETF	$2.1M	1.67%	41,296	减持
17	PRXG	PRAXIS IMPACT LARGE CAP GROWTH ETF	$2.0M	1.62%	51,650	减持
18	OAIM	ONEASCENT INTERNATIONAL EQUITY ETF	$2.0M	1.58%	41,087	增持
19	IVOV	VANGUARD S&P MID-CAP 400 VALUE ETF	$1.7M	1.37%	14,940	减持
20	NULG	NUVEEN ESG LARGE-CAP GROWTH ETF	$1.7M	1.35%	14,395	增持
21	IWP	ISHARES RUSSELL MID-CAP GROWTH ETF	$1.7M	1.34%	11,444	增持
22	JPIE	JPMORGAN INCOME ETF	$1.7M	1.33%	35,912	减持
23	VWO	VANGUARD FTSE EMERGING MARKETS ETF	$1.6M	1.27%	26,457	增持
24	VTEB	VANGUARD TAX-EXEMPT BOND ETF	$1.5M	1.19%	29,248	减持
25	DMXF	ISHARES ESG ADVANCED MSCI EAFE ETF	$1.4M	1.15%	16,897	增持

来源：SEC 13F 申报文件 · 截至 2026-06-30

本期 13F-HR 中的全部持仓，以及相对上季度的变化。

13F 持仓，最新季度

来源SEC EDGAR13F-HR