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 EMERGING MARKETS EQUITY ETF | Exchange Traded Fund | 2951 | $4,032 | 153 | 0.00 | 153 | +Inf | 03-31-2024 | |
| EBAY INC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 91 | +Inf | 12-31-2023 | |
| GILDAN ACTIVEWEAR INC COM | Common Stock | 2953 | $4,006 | 121 | 0.00 | 121 | +Inf | 03-31-2024 | |
| JACOBS SOLUTIONS INC COM | Common Stock | 2954 | $3,999 | 27 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
