WH
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W.H. Cornerstone Investments Inc.13F | |
| W.H. Cornerstone Investments Inc. | |
| Last update 2025-05-09 | 110 Stocks (7 new) |
| Value $145.00 Mil | Turnover 10 % |
W.H. Cornerstone Investments I... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTI | Vanguard Total Stock Market ETF | 55,199 | 15,171.0 | -2.26% | 10.480 | -0.25% | 0.000 | +16.45% | +8.47% | 478,263.0 | ||
VCIT |
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
| 100,351 | 8,204.7 | +7.93% | 5.670 | +0.42% | 0.020 | +2.79% | +5.09% | 53,299.6 | ||
BNDX |
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
| 167,342 | 8,169.7 | +2.84% | 5.650 | +0.16% | 0.010 | +0.01% | +1.45% | 66,065.2 | ||
VCSH |
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
| 82,962 | 6,549.0 | +6.16% | 4.530 | +0.26% | 0.020 | +1.68% | +3.80% | 34,938.6 | ||
AAPL | Apple Inc | 28,539 | 6,339.5 | -0.96% | 4.380 | -0.05% | 0.000 | +2.72% | -14.43% | 3,192,682.2 | Hardware | |
MSFT | Microsoft Corp | 14,351 | 5,387.3 | -1.06% | 3.720 | -0.04% | 0.000 | +32.15% | +21.67% | 3,797,138.0 | Software | |
VEA | Vanguard FTSE Developed Markets ETF | 93,207 | 4,737.7 | +3.10% | 3.270 | +0.10% | 0.000 | +11.93% | +23.01% | 162,442.1 | ||
SCHR |
Schwab Intermediate-Term U.S. Treasury ETF
Schwab Intermediate-Term U.S. Treasury ETF
| 189,367 | 4,707.6 | +7.78% | 3.250 | +0.23% | 0.040 | +0.77% | +4.15% | 10,889.1 | ||
AMZN | Amazon.com Inc | 23,353 | 4,443.1 | -19.06% | 3.070 | -0.81% | 0.000 | +24.49% | +5.85% | 2,465,435.5 | Retail - Cyclical | |
COST | Costco Wholesale Corp | 4,363 | 4,126.7 | -21.44% | 2.850 | -0.73% | 0.000 | -4.15% | +2.16% | 414,118.9 | Retail - Defensive |
W.H. Cornerstone Investments Inc.'s Historical Top Holdings Breakdowns
W.H. Cornerstone Investments Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AMZN | Amazon.com Inc | 2025-03-31 | Reduce Reduce | -0.81% | 190.26 ($217) 242.06 | $232.23 | 7.02% | Reduce -19.06% | 23,353 | -5,499 | |
AVUV | Avantis U.S. Small Cap Value ETF | 2025-03-31 | Reduce Reduce | -0.79% | 84.96 ($93.96) 100.71 | $94.83 | 0.93% | Reduce -81.05% | 2,863 | -12,243 | |
COST | Costco Wholesale Corp | 2025-03-31 | Reduce Reduce | -0.73% | 890.62 ($974.97) 1076.86 | $933.80 | -4.22% | Reduce -21.44% | 4,363 | -1,191 | |
ATO | Atmos Energy Corp | 2025-03-31 | New Buy New Buy | +0.70% | 136.51 ($145.88) 154.58 | $157.71 | 8.11% | New holding | 6,532 | 6,532 | |
DFSV | Dimensional US Small Cap Value ETF | 2025-03-31 | Add Add | +0.68% | 27.56 ($30.26) 32.1 | $30.69 | 1.42% | Add 58.99% | 94,321 | 34,996 | |
PPG | PPG Industries Inc | 2025-03-31 | New Buy New Buy | +0.63% | 107.44 ($115.29) 124.29 | $115.02 | -0.23% | New holding | 8,364 | 8,364 | |
GIS | General Mills Inc | 2025-03-31 | New Buy New Buy | +0.62% | 57.56 ($60.07) 65.3 | $50.95 | -15.18% | New holding | 15,105 | 15,105 | |
ITW | Illinois Tool Works Inc | 2025-03-31 | New Buy New Buy | +0.60% | 244.9 ($256.96) 274.48 | $261.83 | 1.90% | New holding | 3,489 | 3,489 | |
GOOGL | Alphabet Inc | 2025-03-31 | Reduce Reduce | -0.57% | 154.33 ($181.36) 206.38 | $192.17 | 5.96% | Reduce -17.12% | 21,813 | -4,506 | |
V | Visa Inc | 2025-03-31 | Add Add | +0.51% | 306.92 ($338.38) 362.71 | $353.97 | 4.61% | Add 54.57% | 5,965 | 2,106 |
W.H. Cornerstone Investments Inc. Total Holding History ($B)
W.H. Cornerstone Investments Inc.'s Asset Allocation
W.H. Cornerstone Investments Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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W.H. Cornerstone Investments Inc.'s Hypothetical Growth since 2025-03-31
W.H. Cornerstone Investments Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
W.H. Cornerstone Investments Inc.'s Holdings Heat Map
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W.H. Cornerstone Investments Inc.'s Holdings Bubble Chart
W.H. Cornerstone Investments Inc. News
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