W.H. Cornerstone Investments Inc. Top Holdings and 13F Report (2024) About W.H. Cornerstone Investments Inc.Investment ActivityW.H. Cornerstone Investments Inc. has $148.07 thousand in total holdings as of September 30, 2024.W.H. Cornerstone Investments Inc. owns shares of 121 different stocks, but just 46 companies or ETFs make up 80% of its holdings.Approximately 9.79% of the portfolio was purchased this quarter.About 9.73% of the portfolio was sold this quarter.This quarter, W.H. Cornerstone Investments Inc. has purchased 122 new stocks and bought additional shares in 45 stocks.W.H. Cornerstone Investments Inc. sold shares of 60 stocks and completely divested from 15 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $16,532Vanguard Total International Bond ETF $7,291Vanguard Intermediate-Term Corporate Bond ETF $6,905Apple $6,852Microsoft $6,505 Largest New Holdings this Quarter Avantis U.S. Small Cap Value ETF $1,344 HoldingNextEra Energy $410 HoldingAmerican Electric Power $346 HoldingMedtronic $317 HoldingMeta Platforms $263 Holding Largest Purchases this Quarter Vanguard Total Stock Market ETF 11,054 shares (about $3.13K)Avantis U.S. Small Cap Value ETF 14,006 shares (about $1.34K)Vanguard FTSE Developed Markets ETF 17,735 shares (about $936.59)Dimensional Emerging Markets Core Equity 2 ETF 25,842 shares (about $727.47)Vanguard Intermediate-Term Corporate Bond ETF 8,654 shares (about $724.81) Largest Sales this Quarter SPDR Portfolio S&P 500 ETF 38,189 shares (about $2.58K)iShares MSCI USA Quality Factor ETF 3,425 shares (about $614.12)iShares MSCI EAFE Value ETF 9,762 shares (about $561.54)Dimensional US Small Cap Value ETF 16,026 shares (about $493.72)iShares MSCI EAFE Growth ETF 4,379 shares (about $471.75) 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$16,532$3,130 ▲23.4%58,38511.2%ETFBNDXVanguard Total International Bond ETF$7,291$509 ▲7.5%145,0174.9%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$6,905$725 ▲11.7%82,4444.7%ETFAAPLApple$6,852$72 ▲1.1%29,4064.6%Computer and TechnologyMSFTMicrosoft$6,505$77 ▼-1.2%15,1184.4%Computer and TechnologyVCSHVanguard Short-Term Corporate Bond ETF$6,068$543 ▲9.8%76,4004.1%ETFAMZNAmazon.com$5,553$407 ▼-6.8%29,8033.8%Retail/WholesaleCOSTCostco Wholesale$5,411$232 ▼-4.1%6,1043.7%Retail/WholesaleVEAVanguard FTSE Developed Markets ETF$4,792$937 ▲24.3%90,7403.2%ETFGOOGLAlphabet$4,252$151 ▼-3.4%25,6372.9%Computer and TechnologySCHRSchwab Intermediate-Term U.S. Treasury ETF$4,220$418 ▲11.0%83,4002.9%ETFIVViShares Core S&P 500 ETF$2,245$9 ▲0.4%3,8931.5%ETFDFSVDimensional US Small Cap Value ETF$1,954$494 ▼-20.2%63,4261.3%ETFSPLGSPDR Portfolio S&P 500 ETF$1,935$2,578 ▼-57.1%28,6601.3%ETFPGProcter & Gamble$1,835$118 ▲6.9%10,5951.2%Consumer StaplesDFEMDimensional Emerging Markets Core Equity 2 ETF$1,807$727 ▲67.4%64,1901.2%ETFBNDVanguard Total Bond Market ETF$1,580$144 ▲10.1%21,0401.1%ETFSHWSherwin-Williams$1,554$295 ▲23.4%4,0711.0%Basic MaterialsSPGIS&P Global$1,497$227 ▼-13.2%2,8971.0%Business ServicesWMTWalmart$1,495$1 ▼-0.1%18,5121.0%Retail/WholesaleDIASPDR Dow Jones Industrial Average ETF Trust$1,451$5 ▲0.4%3,4301.0%FinanceTMOThermo Fisher Scientific$1,419$64 ▲4.7%2,2941.0%MedicalJNJJohnson & Johnson$1,357$1 ▼-0.1%8,3740.9%MedicalAVUVAvantis U.S. Small Cap Value ETF$1,344$1,344 ▲New Holding14,0060.9%ETFDISVDimensional International Small Cap Value ETF$1,335$323 ▲31.9%45,9480.9%ETFSPYSPDR S&P 500 ETF Trust$1,294$368 ▼-22.1%2,2560.9%FinanceDFGRDimensional Global Real Estate ETF$1,286$270 ▲26.6%44,5550.9%ETFAPDAir Products and Chemicals$1,257$11 ▼-0.9%4,2230.8%Basic MaterialsLOWLowe's Companies$1,240$149 ▼-10.7%4,5780.8%Retail/WholesaleVVisa$1,168$42 ▼-3.5%4,2490.8%Business ServicesAFLAflac$1,160$5 ▲0.5%10,3730.8%FinanceCMCSAComcast$1,138$207 ▼-15.4%27,2330.8%Consumer DiscretionaryMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$1,137$10 ▲0.9%21,4700.8%ETFIWBiShares Russell 1000 ETF$1,124$4 ▲0.3%3,5760.8%ETFCBChubb$1,093$224 ▼-17.0%3,7900.7%FinanceEOGEOG Resources$1,092$106 ▼-8.8%8,8810.7%Oils/EnergyINGRIngredion$981$114 ▼-10.4%7,1420.7%Consumer StaplesLLYEli Lilly and Company$938$225 ▼-19.3%1,0590.6%MedicalFDXFedEx$910$134 ▼-12.8%3,3240.6%TransportationBDXBecton, Dickinson and Company$908$2 ▼-0.2%3,7640.6%MedicalLINDE PLC$898$102 ▼-10.2%1,8830.6%SHSDHRDanaher$878$172 ▼-16.4%3,1570.6%Multi-Sector ConglomeratesMUBiShares National Muni Bond ETF$866$32 ▼-3.5%7,9680.6%ETFSYYSysco$866$6 ▲0.7%11,0900.6%Consumer StaplesINTUIntuit$832$45 ▼-5.1%1,3390.6%Computer and TechnologySUBiShares Short-Term National Muni Bond ETF$830$4 ▲0.5%7,8150.6%ETFECLEcolab$796$2 ▲0.3%3,1180.5%Basic MaterialsXOMExxon Mobil$741$5 ▼-0.6%6,3200.5%Oils/EnergyXLEEnergy Select Sector SPDR Fund$730$209 ▼-22.2%8,3170.5%ETFUNHUnitedHealth Group$723$50 ▼-6.4%1,2370.5%MedicalCVXChevron$678$33 ▼-4.7%4,6060.5%Oils/EnergyRSGRepublic Services$672$2 ▲0.3%3,3460.5%Business ServicesVGITVanguard Intermediate-Term Treasury Index ETF$634$62 ▼-8.9%10,4930.4%ETFPEPPepsiCo$585$55 ▼-8.6%3,4390.4%Consumer StaplesBLKBlackRock$574$24 ▼-4.0%6040.4%FinanceACNAccenture$572$114 ▲24.8%1,6170.4%Computer and TechnologyABTAbbott Laboratories$555$1 ▼-0.1%4,8660.4%MedicalSCHBSchwab US Broad Market ETF$547$46 ▼-7.8%8,2250.4%ETFADBEAdobe$537$65 ▼-10.8%1,0370.4%Computer and TechnologyKOCoca-Cola$535$0 ▲0.1%7,4480.4%Consumer StaplesNOWServiceNow$526$73 ▼-12.2%5880.4%Computer and TechnologyMRKMerck & Co., Inc.$508$316 ▲164.1%4,4760.3%MedicalJPMJPMorgan Chase & Co.$507$82 ▲19.2%2,4040.3%FinanceTSCOTractor Supply$484$166 ▲52.2%1,6630.3%Retail/WholesaleESEversource Energy$482$15 ▼-3.0%7,0800.3%UtilitiesITOTiShares Core S&P Total U.S. Stock Market ETF$465$2 ▲0.4%3,7010.3%ETFCHDChurch & Dwight$454$1 ▲0.3%4,3400.3%Consumer StaplesADPAutomatic Data Processing$445$2 ▲0.4%1,6060.3%Business ServicesCSCOCisco Systems$437$2 ▲0.4%8,2070.3%Computer and TechnologyLMTLockheed Martin$429$158 ▲58.1%7350.3%AerospaceESGUiShares ESG Aware MSCI USA ETF$428$215 ▼-33.4%3,3920.3%ManufacturingPHMPulteGroup$422$82 ▼-16.3%2,9420.3%ConstructionCLXClorox$414$19 ▼-4.4%2,5420.3%Consumer StaplesNEENextEra Energy$410$410 ▲New Holding4,8510.3%UtilitiesGSThe Goldman Sachs Group$409$178 ▲77.0%8250.3%FinanceTGTTarget$398$14 ▼-3.4%2,5540.3%Retail/WholesaleTJXTJX Companies$397$21 ▼-5.1%3,3820.3%Retail/WholesaleVTEBVanguard Tax-Exempt Bond ETF$388$3 ▲0.8%7,5860.3%ETFDSIiShares MSCI KLD 400 Social ETF$388$7 ▼-1.8%3,5680.3%ETFHDHome Depot$385$0 ▲0.1%9510.3%Retail/WholesaleBALLBall$380$51 ▼-11.8%5,6020.3%Industrial ProductsORCLOracle$375$1 ▲0.3%2,1990.3%Computer and TechnologyNVDANVIDIA$370$76 ▲25.8%3,0450.2%Computer and TechnologyBROBrown & Brown$367$1 ▼-0.2%3,5460.2%FinanceMAMastercard$365$0 ▲0.1%7400.2%Business ServicesETNEaton$354$44 ▼-11.0%1,0670.2%Industrial ProductsCTASCintas$354$266 ▲300.7%1,7190.2%Industrial ProductsAEPAmerican Electric Power$346$346 ▲New Holding3,3720.2%UtilitiesAMGNAmgen$322$31 ▲10.5%1,0000.2%MedicalWTRGEssential Utilities$318$88 ▼-21.6%8,2460.2%UtilitiesMDTMedtronic$317$317 ▲New Holding3,5170.2%MedicalBRK.BBerkshire Hathaway$3070.0%6660.2%FinancePLDPrologis$305$68 ▲29.0%2,4140.2%FinanceDHID.R. Horton$2970.0%1,5550.2%ConstructionKLACKLA$286$52 ▼-15.4%3690.2%Computer and TechnologyEFViShares MSCI EAFE Value ETF$281$562 ▼-66.6%4,8850.2%ETFAZOAutoZone$280$28 ▲11.3%890.2%Retail/WholesaleQUALiShares MSCI USA Quality Factor ETF$279$614 ▼-68.8%1,5560.2%ETFCRMSalesforce$277$4 ▼-1.3%1,0130.2%Computer and TechnologyVBRVanguard Small-Cap Value ETF$276$3 ▲1.0%1,3760.2%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. 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