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 |
|---|---|---|---|---|---|---|---|---|---|
| TJX COS INC NEW | COM | 101 | $360,000 | 3,549 | 0.26 | 0.26 | 12 | 0.34 | 03-31-2024 |
| PUBLIC STORAGE | COM | 102 | $359,000 | 1,237 | 0.26 | 0.36 | -243 | -16.42 | 03-31-2024 |
| ISHARES TR | TIPS BD ETF | 103 | $356,000 | 3,312 | 0.26 | 0.38 | -1,108 | -25.07 | 03-31-2024 |
| EATON CORP PLC | SHS | 104 | $349,000 | 1,115 | 0.25 | 1,115 | +Inf | 03-31-2024 |
