W.H. Cornerstone Investments Inc.
All holdings · as of Jun 30, 2026
| Company | Value ↓ | % of portfolio |
|---|---|---|
| VANGUARD INDEX FDS | $26.03M | 14.7% |
| VANGUARD TAX-MANAGED FDS | $9.71M | 5.5% |
| Apple Inc. | $7.62M | 4.3% |
| Alphabet Inc. | $6.11M | 3.5% |
| VANGUARD SCOTTSDALE FDS | $6.08M | 3.4% |
| VANGUARD CHARLOTTE FDS | $5.97M | 3.4% |
| VANGUARD SCOTTSDALE FDS | $5.45M | 3.1% |
| MICROSOFT CORP | $5.11M | 2.9% |
| Amazon.com Inc | $4.91M | 2.8% |
| SCHWAB STRATEGIC TR | $4.27M | 2.4% |
| COSTCO WHOLESALE CORP /NEW | $3.98M | 2.3% |
| DIMENSIONAL ETF TRUST | $3.01M | 1.7% |
| ISHARES TR | $2.94M | 1.7% |
| DIMENSIONAL ETF TRUST | $2.81M | 1.6% |
| SCHWAB STRATEGIC TR | $2.69M | 1.5% |
| STATE STR SPDR DOW JONES IND | $1.95M | 1.1% |
| JOHNSON & JOHNSON | $1.88M | 1.1% |
| Walmart Inc. | $1.76M | 1.0% |
| STATE STR SPDR S&P 500 ETF T | $1.64M | 0.9% |
| DIMENSIONAL ETF TRUST | $1.58M | 0.9% |
| PROCTER & GAMBLE Co | $1.56M | 0.9% |
| Visa Inc | $1.52M | 0.9% |
| PIMCO ETF TR | $1.49M | 0.8% |
| SPDR SERIES TRUST | $1.45M | 0.8% |
| NVIDIA Corp | $1.44M | 0.8% |
| ISHARES TR | $1.44M | 0.8% |
| DIMENSIONAL ETF TRUST | $1.43M | 0.8% |
| SYSCO CORP | $1.43M | 0.8% |
| SCHWAB STRATEGIC TR | $1.42M | 0.8% |
| DIMENSIONAL ETF TRUST | $1.41M | 0.8% |
| ECOLAB INC. | $1.39M | 0.8% |
| EXXON MOBIL CORP | $1.38M | 0.8% |
| WISDOMTREE TR | $1.35M | 0.8% |
| AMERICAN CENTY ETF TR | $1.33M | 0.8% |
| ISHARES TR | $1.23M | 0.7% |
| AFLAC INC | $1.21M | 0.7% |
| JPMORGAN CHASE & CO | $1.14M | 0.6% |
| WISDOMTREE TR | $1.08M | 0.6% |
| ISHARES TR | $1.06M | 0.6% |
| SELECT SECTOR SPDR TR | $1.02M | 0.6% |
| Eaton Corp plc | $1.00M | 0.6% |
| CISCO SYSTEMS, INC. | $958.4K | 0.5% |
| THERMO FISHER SCIENTIFIC INC. | $925.7K | 0.5% |
| AbbVie Inc. | $882.0K | 0.5% |
| SHERWIN WILLIAMS CO | $881.4K | 0.5% |
| BlackRock, Inc. | $870.8K | 0.5% |
| LINDE PLC | $853.3K | 0.5% |
| KLA CORP | $851.5K | 0.5% |
| VANGUARD MUN BD FDS | $844.6K | 0.5% |
| AMERICAN CENTY ETF TR | $819.9K | 0.5% |