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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO DORSEY WRIGHT SMALLCAP MOMENTUM ETF | Exchange Traded Fund | 1851 | $291,826 | 3,352 | 0.00 | 0.00 | 587 | 21.23 | 03-31-2024 |
| CHEVRON CORP NEW COM | Common Stock | 1852 | $290,485 | 1,813 | 0.00 | 0.00 | 1,129 | 165.06 | 03-31-2024 |
| THOMSON REUTERS CORP F | FOREIGN CANADIAN | Liquidated | $0 | 0 | 0.00 | 2,342 | +Inf | 12-31-2023 | |
| VANGUARD HIGH DIVIDEND YIELD INDEX ETF | Exchange Traded Fund | 1854 | $283,198 | 2,418 | 0.00 | 0.00 | 11 | 0.46 | 03-31-2024 |
