account_balance
Investment manager · 13F filer · SEC CIK 2110329
Cornerstone Financial Management LLC
Reported value$128Mas of Sep 30, 2026
Positions2,066 655 new, 60 sold out
Top 10 weight36.1%MGK alone is 5%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MGKVanguard Morningstar Mega Cap Growth ETF
4.8%
MGVVanguard Morningstar Mega Cap Value ETF
4.6%Trimmed −3%
VGSHVanguard Short-Term Treasury ETF
4.3%Added +4%
VGITVanguard Intermediate-Term Treasury ETF
4.2%Added +8%
SCHXSchwab U.S. Large-Cap ETF
3.7%Added +3%
MGCVanguard Morningstar Mega Cap ETF
3.2%
LMBSFirst Trust Low Duration Opportunities ETF
3.2%Added +5%
VMBSVanguard Mortgage-Backed Securities ETF
3.1%Added +6%
VIGVanguard Dividend Appreciation ETF
2.8%
EFViShares MSCI EAFE Value ETF
2.2%
EFGiShares MSCI EAFE Growth ETF
2.2%
AAPLApple Inc.
2.1%Added +7%
MGKVanguard Morningstar Mega Cap Growth ETF
4.8%
MGVVanguard Morningstar Mega Cap Value ETF
4.6%
VGSHVanguard Short-Term Treasury ETF
4.3%
VGITVanguard Intermediate-Term Treasury ETF
4.2%
SCHXSchwab U.S. Large-Cap ETF
3.7%
MGCVanguard Morningstar Mega Cap ETF
3.2%
LMBSFirst Trust Low Duration Opportunities ETF
3.2%+5%
VMBSVanguard Mortgage-Backed Securities ETF
3.1%
VIGVanguard Dividend Appreciation ETF
2.8%
EFV2.2%
EFG2.2%
AAPL2.1%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MGK Vanguard Morningstar Mega Cap Growth ETF 4.8% Held
MGV Vanguard Morningstar Mega Cap Value ETF 4.6% Trimmed −3%
VGSH Vanguard Short-Term Treasury ETF 4.3% Added +4%
VGIT Vanguard Intermediate-Term Treasury ETF 4.2% Added +8%
SCHX Schwab U.S. Large-Cap ETF 3.7% Added +3%
MGC Vanguard Morningstar Mega Cap ETF 3.2% Held
LMBS First Trust Low Duration Opportunities ETF 3.2% Added +5%
VMBS Vanguard Mortgage-Backed Securities ETF 3.1% Added +6%
VIG Vanguard Dividend Appreciation ETF 2.8% Held
EFV iShares MSCI EAFE Value ETF 2.2% Held
EFG iShares MSCI EAFE Growth ETF 2.2% Held
AAPL Apple Inc. 2.1% Added +7%What changed
Biggest moves since Jun 30, 2026
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