Cornerstone National Bank & Trust Co
Annual return
—
SPY
—
Alpha
—
Invested
$542.8M
Holdings
205
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsIn development
Quarterly performance not yet computed for this fund.
The metrics pipeline computes return / SPY benchmark / alpha per quarter from this fund's 13F holdings and the SPY adj-close. It hasn't produced enough quarters here yet — the chart fills in automatically once at least two are on record.
Top holdings · current snapshot
Source: 13F-HR01
$VTIP
VANGUARD MALVERN FDS
Q4 2025: Increased +5.0% (1.26M → 1.32M shares)
11.5%
02
$VTI
VANGUARD INDEX FDS
Q4 2025: Increased +1.8% (138.5k → 141.0k shares)
7.8%
03
$SKOR
FLEXSHARES TR
Q3 2025: Sold 1.4% (795.8k → 784.7k shares)
6.5%
04
$SJNK
SPDR SERIES TRUST
Q4 2025: Increased +0.7% (1.21M → 1.21M shares)
5.5%
05
$TLTE
FLEXSHARES TR
Q4 2025: Increased +3.5% (413.6k → 427.9k shares)
5.1%
06
$MBSD
FLEXSHARES TR
Q4 2025: Increased +5.0% (1.27M → 1.34M shares)
4.7%
07
$VOO
VANGUARD INDEX FDS
Held since at least Q1 2024
4.0%
08
$TLTD
FLEXSHARES TR
Q4 2025: Increased +3.0% (212.9k → 219.2k shares)
3.7%
09
$VB
VANGUARD INDEX FDS
Q4 2025: Increased +0.8% (71.5k → 72.1k shares)
3.6%
10
$GOVT
ISHARES TR
Q4 2025: Increased +17.5% (649.6k → 763.2k shares)
3.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Last refreshed 08:30 UTC.