Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CORNERSTONE PLANNING GROUP LLC | 05-07-2024 | 03-31-2024 | 1106 | 321,509,577 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES CURRENCY HEDGED MSCI EAFE ETF | Exchange Traded Fund | 1201 | $3,364,059 | 96,919 | 0.00 | 0.00 | 6,282 | 6.93 | 03-31-2024 |
| ISHARES RUSSELL 1000 | UIT EXCHANGE TRADED | Liquidated | $0 | 0 | 0.00 | 11,499 | +Inf | 12-31-2023 | |
| APPLE INC COM | Common Stock | 1203 | $3,040,603 | 16,581 | 0.00 | 0.00 | -1,203 | -6.76 | 03-31-2024 |
| ISHARES CORE S&P 500 | UIT EXCHANGE TRADED | Liquidated | $0 | 0 | 0.00 | 6,996 | +Inf | 12-31-2023 |
