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 TIPS BOND ETF | Exchange Traded Fund | 2151 | $52,965 | 500 | 0.00 | 0.00 | -449 | -47.31 | 03-31-2024 |
| INTUIT COM | Common Stock | 2152 | $52,230 | 83 | 0.00 | 0.00 | -29 | -25.89 | 03-31-2024 |
| VEEVA SYSTEMS INC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 255 | +Inf | 12-31-2023 | |
| LAM RESEARCH CORP COM | Common Stock | 2154 | $51,787 | 57 | 0.00 | 0.00 | -5 | -8.06 | 03-31-2024 |
