CORNERSTONE ENTERPRISES, LLC

Q4 2023 13F Holdings Report, Stock Holdings

Signature - Title
Troy Leonard - CCO
Location
Appleton, WI
Holdings as of
31 Dec 2023
Value $
$112M
Num holdings
25
Filing time
10 Feb 2025, 08:57:59 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included SGOV, SPHY, SMH, SCHG, and AMZN.
Next filing
Q1 2024 - 13 Feb 2025
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Troy Leonard CCO Appleton, Wisconsin 10 Feb 2025