Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WH CORNERSTONE INVESTMENTS INC | 05-06-2024 | 03-31-2024 | 131 | 138,753,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | 1 | $10,654,000 | 40,992 | 7.68 | 5.54 | 11,544 | 39.20 | 03-31-2024 |
| MICROSOFT CORP | COM | 2 | $6,404,000 | 15,221 | 4.62 | 4.58 | -153 | -1.00 | 03-31-2024 |
| AMAZON COM INC | COM | 3 | $5,857,000 | 32,470 | 4.22 | 3.89 | 187 | 0.58 | 03-31-2024 |
| SPDR SER TR | PORTFOLIO S&P500 | 4 | $5,581,000 | 90,705 | 4.02 | 5.41 | -31,383 | -25.71 | 03-31-2024 |
