WH

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 %
Countries:
W.H. Cornerstone Investments I... Top Holdings of 2025-03-31 View Full List
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
+19.96%
+7.60%
474,434.4
 
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
+4.09%
+5.35%
53,435.3
 
BNDX
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
167,342
8,169.7
+2.84%
5.650
+0.16%
0.010
+0.78%
+1.97%
66,401.3
 
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
+2.24%
+3.96%
34,991.5
 
AAPL
Apple Inc
28,539
6,339.5
-0.96%
4.380
-0.05%
0.000
+7.48%
-14.18%
3,202,241.1
Hardware
MSFT
Microsoft Corp
14,351
5,387.3
-1.06%
3.720
-0.04%
0.000
+38.00%
+20.34%
3,755,441.4
Software
VEA
Vanguard FTSE Developed Markets ETF
93,207
4,737.7
+3.10%
3.270
+0.10%
0.000
+12.11%
+21.29%
160,177.0
 
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
+1.46%
+4.48%
10,924.2
 
AMZN
Amazon.com Inc
23,353
4,443.1
-19.06%
3.070
-0.81%
0.000
+31.35%
+3.68%
2,414,901.7
Retail - Cyclical
COST
Costco Wholesale Corp
4,363
4,126.7
-21.44%
2.850
-0.73%
0.000
-3.72%
+3.01%
417,582.5
Retail - Defensive

W.H. Cornerstone Investments Inc.'s Historical Top Holdings Breakdowns

W.H. Cornerstone Investments Inc.'s Top Stock Picks View Full List
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
$227.47
4.82%
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
$95.06
1.17%
Reduce -81.05%
2,863
-12,243
COST
Costco Wholesale Corp
2025-03-31
Reduce
Reduce
-0.73%
890.62 ($974.97) 1076.86
$941.61
-3.42%
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
$158.78
8.84%
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
$30.80
1.78%
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
$115.40
0.10%
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
$260.13
1.23%
New holding
3,489
3,489
GOOGL
Alphabet Inc
2025-03-31
Reduce
Reduce
-0.57%
154.33 ($181.36) 206.38
$191.34
5.50%
Reduce -17.12%
21,813
-4,506
V
Visa Inc
2025-03-31
Add
Add
+0.51%
306.92 ($338.38) 362.71
$351.86
3.98%
Add 54.57%
5,965
2,106

W.H. Cornerstone Investments Inc. Total Holding History ($B)

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W.H. Cornerstone Investments Inc.'s Asset Allocation

To

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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