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 TREASURY | UIT EXCHANGE TRADED | Liquidated | $0 | 0 | 0.00 | 10,270 | +Inf | 12-31-2023 | |
| ISHARES CORE MSCI | UIT EXCHANGE TRADED | Liquidated | $0 | 0 | 0.00 | 10,601 | +Inf | 12-31-2023 | |
| VANGUARD TOTAL INTERNATIONAL BOND ETF | Exchange Traded Fund | 1753 | $479,839 | 9,857 | 0.00 | 0.00 | -3,227 | -24.66 | 03-31-2024 |
| LINDE PLC SHS | Common Stock | 1754 | $471,891 | 1,114 | 0.00 | 0.00 | -18 | -1.59 | 03-31-2024 |
