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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD FTSE DEVELOPED | UIT EXCHANGE TRADED | Liquidated | $0 | 0 | 0.01 | 742,114 | +Inf | 12-31-2023 | |
| SCHWAB US DIVIDEND EQUITY ETF | Exchange Traded Fund | 352 | $32,140,313 | 412,214 | 0.01 | 0.01 | 27,192 | 7.06 | 03-31-2024 |
