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 |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB U.S. LARGE-CAP ETF | Exchange Traded Fund | 2501 | $15,886 | 262 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| UTILITIES SELECT SECTOR SPDR FUND | Exchange Traded Fund | 2502 | $15,814 | 232 | 0.00 | 0.00 | -160 | -40.82 | 03-31-2024 |
| VANGUARD TAX-EXEMPT BOND ETF | Exchange Traded Fund | 2503 | $15,713 | 314 | 0.00 | 0.00 | -627 | -66.63 | 03-31-2024 |
| UNITED AIRLS HLDGS INC COM | Common Stock | 2504 | $15,702 | 304 | 0.00 | 0.00 | 134 | 78.82 | 03-31-2024 |
