W.H. Cornerstone Investments Inc. Top Holdings and 13F Report (2025) About W.H. Cornerstone Investments Inc.Investment ActivityW.H. Cornerstone Investments Inc. has $157.77 million in total holdings as of June 30, 2025.W.H. Cornerstone Investments Inc. owns shares of 115 different stocks, but just 46 companies or ETFs make up 80% of its holdings.Approximately 11.03% of the portfolio was purchased this quarter.About 7.03% of the portfolio was sold this quarter.This quarter, W.H. Cornerstone Investments Inc. has purchased 110 new stocks and bought additional shares in 71 stocks.W.H. Cornerstone Investments Inc. sold shares of 27 stocks and completely divested from 10 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $17,863,138Microsoft $7,139,202Vanguard Intermediate-Term Corporate Bond ETF $7,085,905Vanguard Short-Term Corporate Bond ETF $6,797,436Apple $5,867,065 Largest New Holdings this Quarter 25434V575 - DIMENSIONAL ETF TRUST $3,464,985 Holding808524862 - Schwab Short-Term U.S. Treasury ETF $1,989,018 Holding29444U700 - Equinix $816,853 Holding46641Q647 - JPMorgan Municipal ETF $412,012 Holding81369Y860 - Real Estate Select Sector SPDR Fund $286,581 Holding Largest Purchases this Quarter DIMENSIONAL ETF TRUST 64,936 shares (about $3.46M)Schwab Short-Term U.S. Treasury ETF 81,584 shares (about $1.99M)Vanguard Total Stock Market ETF 3,575 shares (about $1.09M)Procter & Gamble 5,140 shares (about $818.89K)Equinix 1,027 shares (about $816.85K) Largest Sales this Quarter Vanguard Total International Bond ETF 62,460 shares (about $3.09M)Vanguard Intermediate-Term Corporate Bond ETF 14,896 shares (about $1.24M)SPDR Portfolio S&P 500 ETF 10,013 shares (about $727.82K)Costco Wholesale 265 shares (about $262.35K)Amazon.com 777 shares (about $170.47K) Sector Allocation Over TimeMap of 500 Largest Holdings ofW.H. Cornerstone Investments Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$17,863,138$1,086,547 ▲6.5%58,77411.3%ETFMSFTMicrosoft$7,139,202$995 ▲0.0%14,3534.5%Computer and TechnologyVCITVanguard Intermediate-Term Corporate Bond ETF$7,085,905$1,235,172 ▼-14.8%85,4554.5%ETFVCSHVanguard Short-Term Corporate Bond ETF$6,797,436$201,931 ▲3.1%85,5024.3%ETFAAPLApple$5,867,065$11,695 ▲0.2%28,5963.7%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$5,590,510$276,783 ▲5.2%98,0623.5%ETFBNDXVanguard Total International Bond ETF$5,192,732$3,092,409 ▼-37.3%104,8823.3%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$5,044,240$304,389 ▲6.4%201,5283.2%ETFAMZNAmazon.com$4,952,949$170,466 ▼-3.3%22,5763.1%Retail/WholesaleCOSTCostco Wholesale$4,056,970$262,347 ▼-6.1%4,0982.6%Retail/WholesaleGOOGLAlphabet$3,724,101$120,013 ▼-3.1%21,1322.4%Computer and TechnologyDIMENSIONAL ETF TRUST$3,464,985$3,464,985 ▲New Holding64,9362.2%GLOBAL EX US CORDFSVDimensional US Small Cap Value ETF$2,883,623$107,744 ▲3.9%97,9821.8%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$2,808,121$374,117 ▲15.4%94,6131.8%ETFIVViShares Core S&P 500 ETF$2,412,099$7,450 ▲0.3%3,8851.5%ETFPGProcter & Gamble$2,308,817$818,888 ▲55.0%14,4921.5%Consumer StaplesVVisa$2,217,061$99,065 ▲4.7%6,2441.4%Business ServicesSCHOSchwab Short-Term U.S. Treasury ETF$1,989,018$1,989,018 ▲New Holding81,5841.3%ETFGSThe Goldman Sachs Group$1,689,929$183,288 ▲12.2%2,3881.1%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$1,634,171$225,145 ▲16.0%3,7091.0%FinanceTMOThermo Fisher Scientific$1,575,612$108,663 ▲7.4%3,8861.0%MedicalDISVDimensional International Small Cap Value ETF$1,538,096$37,189 ▼-2.4%46,7361.0%ETFMDTMedtronic$1,537,946$469,848 ▲44.0%17,6431.0%MedicalXOMExxon Mobil$1,464,455$280,925 ▲23.7%13,5850.9%EnergyWMTWalmart$1,451,972$7,138 ▲0.5%14,8490.9%Retail/WholesaleINGRIngredion$1,371,272$175,359 ▲14.7%10,1110.9%Consumer StaplesSPYSPDR S&P 500 ETF Trust$1,357,120$9,266 ▼-0.7%2,1970.9%FinanceDFGRDimensional Global Real Estate ETF$1,313,844$71,797 ▲5.8%48,9690.8%ETFAPDAir Products and Chemicals$1,259,013$155,402 ▲14.1%4,4640.8%Basic MaterialsEOGEOG Resources$1,242,870$192,453 ▲18.3%10,3910.8%EnergyIWBiShares Russell 1000 ETF$1,224,658$3,057 ▲0.3%3,6060.8%ETFPPGPPG Industries$1,215,453$264,021 ▲27.7%10,6850.8%Basic MaterialsSPLGSPDR Portfolio S&P 500 ETF$1,206,838$727,824 ▼-37.6%16,6030.8%ETFJNJJohnson & Johnson$1,206,179$8,860 ▲0.7%7,8960.8%MedicalMUBiShares National Muni Bond ETF$1,203,470$1,881 ▲0.2%11,5190.8%ETFSHWSherwin-Williams$1,197,543$1,373 ▲0.1%3,4880.8%Basic MaterialsNVDANVIDIA$1,188,504$468,735 ▲65.1%7,5230.8%Computer and TechnologyATOAtmos Energy$1,175,098$168,444 ▲16.7%7,6250.7%UtilitiesSCHBSchwab US Broad Market ETF$1,145,792$128,706 ▲12.7%48,0820.7%ETFAEPAmerican Electric Power$1,135,416$152,212 ▲15.5%10,9430.7%UtilitiesAFLAflac$1,110,877$6,222 ▲0.6%10,5340.7%FinancePSAPublic Storage$1,107,639$95,653 ▲9.5%3,7750.7%FinanceLMTLockheed Martin$1,094,348$66,689 ▲6.5%2,3630.7%AerospaceMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$1,041,389$79,763 ▼-7.1%20,2760.7%ETFITWIllinois Tool Works$978,080$115,461 ▲13.4%3,9560.6%IndustrialsACNAccenture$931,640$26,003 ▼-2.7%3,1170.6%Computer and TechnologyTMUST-Mobile US$929,771$61,953 ▲7.1%3,9020.6%Computer and TechnologyHDHome Depot$921,582$137,467 ▲17.5%2,5140.6%Retail/WholesaleSUBiShares Short-Term National Muni Bond ETF$880,958$4,998 ▲0.6%8,2840.6%ETFSYYSysco$871,178$37,719 ▲4.5%11,5020.6%Consumer StaplesECLEcolab$846,483$2,425 ▲0.3%3,1420.5%Basic MaterialsRSGRepublic Services$840,834$1,973 ▲0.2%3,4100.5%Business ServicesEQIXEquinix$816,853$816,853 ▲New Holding1,0270.5%FinanceVTEBVanguard Tax-Exempt Bond ETF$815,053$437,581 ▲115.9%16,6240.5%ETFMETAMeta Platforms$771,452$73,085 ▲10.5%1,0450.5%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$753,102$48,087 ▲6.8%8,8800.5%ETFTSLATesla$728,712$243,328 ▲50.1%2,2940.5%Auto/Tires/TrucksVGITVanguard Intermediate-Term Treasury ETF$705,524$120 ▲0.0%11,7960.4%ETFINTUIntuit$701,423$7,872 ▲1.1%8910.4%Computer and TechnologyBLACKROCK INC$689,895$51,375 ▲8.0%6580.4%COMCMCSAComcast$686,245$84,799 ▲14.1%19,2280.4%Consumer DiscretionaryABTAbbott Laboratories$670,920$2,992 ▲0.4%4,9330.4%MedicalLOWLowe's Companies$648,065$52,138 ▲8.7%2,9210.4%Retail/WholesaleBDXBecton, Dickinson and Company$637,830$16,363 ▼-2.5%3,7030.4%MedicalAZOAutoZone$597,669$14,849 ▲2.5%1610.4%Retail/WholesaleCSCOCisco Systems$558,175$6,522 ▼-1.2%8,0450.4%Computer and TechnologyCRMSalesforce$535,309$161,711 ▼-23.2%1,9630.3%Computer and TechnologyJPMJPMorgan Chase & Co.$534,997$68,143 ▼-11.3%1,8450.3%FinanceADPAutomatic Data Processing$503,077$2,468 ▲0.5%1,6310.3%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$494,873$8,102 ▼-1.6%3,6650.3%ETFTJXTJX Companies$486,180$13,707 ▲2.9%3,9370.3%Retail/WholesaleLLYEli Lilly and Company$485,431$77,139 ▼-13.7%6230.3%MedicalORCLOracle$484,536$1,531 ▲0.3%2,2160.3%Computer and TechnologyKOCocaCola$424,048$2,830 ▲0.7%5,9940.3%Consumer StaplesETNEaton$421,248$74,254 ▲21.4%1,1800.3%IndustrialsDSIiShares ESG MSCI KLD 400 ETF$419,543$3,485 ▲0.8%3,6120.3%ETFMCDMcDonald's$417,035$73,061 ▲21.2%1,4270.3%Retail/WholesaleJMUBJPMorgan Municipal ETF$412,012$412,012 ▲New Holding8,3000.3%ETFNOWServiceNow$411,232$76,078 ▼-15.6%4000.3%Computer and TechnologyCHDChurch & Dwight$408,612$1,057 ▲0.3%4,2520.3%Consumer StaplesBROBrown & Brown$394,767$554 ▲0.1%3,5610.3%FinanceCTASCintas$384,984$223 ▲0.1%1,7270.2%Business ServicesSPGIS&P Global$384,361$122,848 ▼-24.2%7290.2%FinanceESGUiShares ESG Aware MSCI USA ETF$380,249$80,921 ▼-17.5%2,8100.2%ManufacturingMAMastercard$351,659$64,040 ▼-15.4%6260.2%Business ServicesAVGOBroadcom$343,790$551 ▲0.2%1,2470.2%Computer and TechnologyIAGGiShares Core International Aggregate Bond ETF$322,787$81,642 ▼-20.2%6,3180.2%ETFLINDE PLC$315,434$103,267 ▼-24.7%6720.2%SHSCLXClorox$312,803$2,762 ▲0.9%2,6050.2%Consumer StaplesXLREReal Estate Select Sector SPDR Fund$286,581$286,581 ▲New Holding6,9190.2%ETFAMGNAmgen$284,544$1,675 ▲0.6%1,0190.2%MedicalBRK.BBerkshire Hathaway$272,0310.0%5600.2%FinanceVBRVanguard Small-Cap Value ETF$271,6730.0%1,3930.2%ETFKLACKLA$261,010$261,010 ▲New Holding2910.2%Computer and TechnologyLCTUBlackRock U.S. Carbon Transition Readiness ETF$256,982$21,056 ▲8.9%3,8200.2%ETFTGTTarget$256,679$395 ▲0.2%2,6020.2%Retail/WholesaleTIPiShares TIPS Bond ETF$255,494$42,692 ▲20.1%2,3220.2%ETFSCHWCharles Schwab$246,261$246,261 ▲New Holding2,6990.2%FinanceVTIPVanguard Short-Term Inflation-Protected Securities ETF$241,332$28,401 ▲13.3%4,8010.2%ManufacturingSTIPiShares 0-5 Year TIPS Bond ETF$241,329$31,079 ▲14.8%2,3450.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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