0001085146-23-003938.txt : 20231026 0001085146-23-003938.hdr.sgml : 20231026 20231025215228 ACCESSION NUMBER: 0001085146-23-003938 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231026 DATE AS OF CHANGE: 20231025 EFFECTIVENESS DATE: 20231026 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Cornerstone Retirement Group, Inc. CENTRAL INDEX KEY: 0001791803 IRS NUMBER: 383703834 STATE OF INCORPORATION: NV FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21190 FILM NUMBER: 231347313 BUSINESS ADDRESS: STREET 1: 9628 PROTOTYPE COURT CITY: RENO STATE: NV ZIP: 89521 BUSINESS PHONE: 775-853-9033 MAIL ADDRESS: STREET 1: 9628 PROTOTYPE COURT CITY: RENO STATE: NV ZIP: 89521 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001791803 XXXXXXXX 09-30-2023 09-30-2023 false Cornerstone Retirement Group, Inc.

9628 PROTOTYPE COURT RENO NV 89521

13F HOLDINGS REPORT 028-21190 N Christopher Abts 775-853-9033 /s/Christopher Abts Reno NV 10-25-2023 0 33 349760411 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 321990 2160 SH SOLE 0 0 2160 APPLE INC COM 037833100 BBG001S5N8V8 1198509 7000 SH SOLE 0 0 7000 CATERPILLAR INC COM 149123101 BBG001S5PJ06 327600 1200 SH SOLE 0 0 1200 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 255225 2171 SH SOLE 0 0 2171 FLEXSHARES TR CR SCD US BD 33939L761 BBG007J2RFC3 280799 6103 SH SOLE 0 0 6103 GUGGENHEIM STRATEGIC OPPORTU COM SBI 40167F101 BBG001STTSL7 987045 66737 SH SOLE 0 0 66737 ISHARES TR 7-10 YR TRSY BD 464287440 BBG001S80936 115197019 1257747 SH SOLE 0 0 1257747 ISHARES TR CONV BD ETF 46435G102 BBG009BKDMM6 288627 3889 SH SOLE 0 0 3889 ISHARES TR CORE INTL AGGR 46435G672 BBG00BDV2SQ0 2347245 48119 SH SOLE 0 0 48119 ISHARES TR CORE LT USDB ETF 464289479 BBG001T5MKJ5 256662 5432 SH SOLE 0 0 5432 ISHARES TR CORE MSCI TOTAL 46432F834 BBG003H6TMV7 4675441 77937 SH SOLE 0 0 77937 ISHARES TR CORE S&P TTL STK 464287150 BBG001SHTRL5 7124532 75640 SH SOLE 0 0 75640 ISHARES TR CORE US AGGBD ET 464287226 BBG001SM1QT8 16137916 171607 SH SOLE 0 0 171607 ISHARES TR INVT GRD CORP BD 46436E288 BBG01959CJR0 481446 15274 SH SOLE 0 0 15274 ISHARES TR ISHS 5-10YR INVT 464288638 BBG001SSD849 386274 7940 SH SOLE 0 0 7940 ISHARES TR MBS ETF 464288588 BBG001SSD8B1 639710 7204 SH SOLE 0 0 7204 ISHARES TR MSCI ACWI EX US 464288240 BBG001S56R18 762831 16227 SH SOLE 0 0 16227 ISHARES TR MSCI EMG MKT ETF 464287234 BBG001SK77D5 225385 5939 SH SOLE 0 0 5939 ISHARES TR MSCI USA QLT FCT 46432F339 BBG004TRTWW3 218508 1658 SH SOLE 0 0 1658 ISHARES TR NATIONAL MUN ETF 464288414 BBG001SZV978 467787 4562 SH SOLE 0 0 4562 ISHARES TR RUS 1000 ETF 464287622 BBG001S562W9 1007764 4290 SH SOLE 0 0 4290 ISHARES TR RUS MID CAP ETF 464287499 BBG001SJCNS1 407398 5883 SH SOLE 0 0 5883 ISHARES TR SHORT TREAS BD 464288679 BBG001SSD803 58622280 530662 SH SOLE 0 0 530662 ISHARES TR US TREAS BD ETF 46429B267 BBG002NCKPP8 283412 12859 SH SOLE 0 0 12859 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 303424 2092 SH SOLE 0 0 2092 LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 213128 521 SH SOLE 0 0 521 MICROSOFT CORP COM 594918104 BBG001S5TD05 412124 1305 SH SOLE 0 0 1305 NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 251906 4397 SH SOLE 0 0 4397 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 477185 1097 SH SOLE 0 0 1097 PHILLIPS 66 COM 718546104 BBG00286S4P7 228285 1900 SH SOLE 0 0 1900 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 134409212 314422 SH SOLE 0 0 314422 SPDR SER TR PORTFOLIO CRPORT 78464A144 BBG001V10544 279192 10123 SH SOLE 0 0 10123 WALMART INC COM 931142103 BBG001S5XH92 284550 1779 SH SOLE 0 0 1779