Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 02-09-2024 | 12-31-2023 | 276 | 1,519,954,298 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE MSCI TOTAL | 1 | $130,370,578 | 2,007,864 | 0.01 | 0.01 | 18,042 | 0.91 | 12-31-2023 |
| ISHARES TR | CORE S&P TTL STK | 2 | $113,369,937 | 1,077,354 | 0.01 | 0.01 | 18,745 | 1.77 | 12-31-2023 |
| APPLE INC | COM | 3 | $64,881,055 | 336,992 | 0.00 | 0.00 | -6,063 | -1.77 | 12-31-2023 |
| ISHARES TR | US TREAS BD ETF | 4 | $63,051,236 | 2,736,599 | 0.00 | 0.00 | -284,757 | -9.42 | 12-31-2023 |
