Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CORNERSTONE MANAGEMENT INC | 01-19-2024 | 12-31-2023 | 52 | 392,032,605 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VALUE ETF | 1 | $78,077,870 | 522,260 | 0.02 | 0.02 | -7,918 | -1.49 | 12-31-2023 |
| VANGUARD INDEX FDS | GROWTH ETF | 2 | $64,736,408 | 208,236 | 0.02 | 0.02 | -14,888 | -6.67 | 12-31-2023 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 3 | $60,411,004 | 1,202,688 | 0.02 | 0.02 | -71,346 | -5.60 | 12-31-2023 |
| ISHARES TR | CORE US AGGBD ET | 4 | $33,235,550 | 334,867 | 0.01 | 0.01 | -3,155 | -0.93 | 12-31-2023 |
