Filer Name: W.H. CORNERSTONE INVESTMENTS INC.
CIK: 1940823
Period: 2024-12-31
Filed At: 2025-01-30
Number of Holdings: 118
Portfolio Value: $0.15B

W.H. Cornerstone Investments Inc. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
VTI US VANGUARD TOTAL STOCK MKT ETF 56,475 $16M 10.93% -3.3% -
BNDX US VANGUARD TOTAL INTL BOND ETF 162,723 $8M 5.33% 12.2% -
VCIT US VANGUARD INT-TERM CORPORATE 92,978 $7M 4.98% 12.8% -
AAPL US APPLE INC 28,817 $7M 4.82% -2.0% -
AMZN US AMAZON.COM INC 28,852 $6M 4.23% -3.2% -
MSFT US MICROSOFT CORP 14,505 $6M 4.08% -4.1% -
VCSH US VANGUARD S/T CORP BOND ETF 78,150 $6M 4.07% 2.3% -
COST US COSTCO WHOLESALE CORP 5,554 $5M 3.40% -9.0% -
GOOGL US ALPHABET INC-CL A 26,319 $5M 3.33% 2.7% -
VEA US VANGUARD FTSE DEVELOPED ETF 90,402 $4M 2.89% -0.4% -
SCHR US SCHWAB INTERMEDIATE-TERM US 175,699 $4M 2.85% 110.7% -
IVV US ISHARES CORE S&P 500 ETF 3,907 $2M 1.54% 0.4% -
SPLG US SPDR PORTFOLIO S&P 500 ETF 27,962 $2M 1.29% -2.4% -
DFSV US DIMENSIONAL US SMALL CAP VAL 59,325 $2M 1.22% -6.5% -
DFEM US DIMENSIONAL EMERGING MARKETS 67,678 $2M 1.18% 5.4% -
PG US PROCTER & GAMBLE CO/THE 10,184 $2M 1.14% -3.9% -
SHW US SHERWIN-WILLIAMS CO/THE 4,836 $2M 1.10% 18.8% -
IWB US ISHARES RUSSELL 1000 ETF 4,827 $2M 1.04% 35.0% -
TMO US THERMO FISHER SCIENTIFIC INC 2,870 $1M 1.00% 25.1% -
AVUV US AVANTIS US SMALL CAP VALUE 15,106 $1M 0.97% 7.9% -
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