Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 05-03-2024 | 03-31-2024 | 282 | 1,588,126,516 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE MSCI TOTAL | 1 | $139,674,102 | 2,058,269 | 0.01 | 0.01 | 50,405 | 2.51 | 03-31-2024 |
| ISHARES TR | CORE S&P TTL STK | 2 | $128,782,850 | 1,116,937 | 0.01 | 0.01 | 39,583 | 3.67 | 03-31-2024 |
| ISHARES TR | US TREAS BD ETF | 3 | $89,143,453 | 3,914,952 | 0.01 | 0.00 | 1,178,353 | 43.06 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 4 | $61,147,382 | 2,403,592 | 0.00 | 0.00 | 140,483 | 6.21 | 03-31-2024 |
