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 INTERMEDIATE-TERM BOND ETF | Exchange Traded Fund | 651 | $12,694,574 | 171,340 | 0.00 | 0.00 | 10,606 | 6.60 | 03-31-2024 |
| ISHARES HIGH YIELD SYSTEMATIC BOND ETF | Exchange Traded Fund | 652 | $11,944,832 | 257,321 | 0.00 | 0.00 | 28,734 | 12.57 | 03-31-2024 |
| VICTORYSHARES SHORT-TERM BOND ETF | Exchange Traded Fund | 653 | $11,669,722 | 234,946 | 0.00 | 0.00 | 7,203 | 3.16 | 03-31-2024 |
| ISHARES CONVERTIBLE BOND ETF | Exchange Traded Fund | 654 | $11,423,962 | 146,706 | 0.00 | 0.00 | 4,911 | 3.46 | 03-31-2024 |
