W.H. Cornerstone Investments Inc. Top Holdings and 13F Report (2024) → A letter is coming from the 'Bureau of the Fiscal Service'. (From Stansberry Research) (Ad) About W.H. Cornerstone Investments Inc.Investment ActivityW.H. Cornerstone Investments Inc. has $138.75 thousand in total holdings as of March 31, 2024.W.H. Cornerstone Investments Inc. owns shares of 131 different stocks, but just 56 companies or ETFs make up 80% of its holdings.Approximately 12.92% of the portfolio was purchased this quarter.About 8.25% of the portfolio was sold this quarter.This quarter, W.H. Cornerstone Investments Inc. has purchased 127 new stocks and bought additional shares in 67 stocks.W.H. Cornerstone Investments Inc. sold shares of 50 stocks and completely divested from 7 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $10,654Microsoft $6,404Amazon.com $5,857SPDR Portfolio S&P 500 ETF $5,581Vanguard Total International Bond ETF $5,198 Largest New Holdings this Quarter ServiceNow $481 HoldingMastercard $363 HoldingEaton $349 HoldingD.R. Horton $256 HoldingAutoZone $252 Holding Largest Purchases this Quarter Vanguard Total Stock Market ETF 11,544 shares (about $3.00K)Vanguard Intermediate-Term Corporate Bond ETF 24,620 shares (about $1.98K)Vanguard Total International Bond ETF 38,638 shares (about $1.90K)Vanguard Short-Term Corporate Bond ETF 17,211 shares (about $1.33K)Schwab Intermediate-Term U.S. Treasury ETF 26,737 shares (about $1.31K) Largest Sales this Quarter SPDR Portfolio S&P 500 ETF 31,383 shares (about $1.93K)Apple 3,369 shares (about $577.71)iShares MSCI USA Quality Factor ETF 2,758 shares (about $453.14)iShares Russell 1000 ETF 1,554 shares (about $447.56)Vanguard Total Bond Market ETF 6,104 shares (about $443.29) 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$10,654$3,000 ▲39.2%40,9927.7%ETFMSFTMicrosoft$6,404$64 ▼-1.0%15,2214.6%Computer and TechnologyAMZNAmazon.com$5,857$34 ▲0.6%32,4704.2%Retail/WholesaleSPLGSPDR Portfolio S&P 500 ETF$5,581$1,931 ▼-25.7%90,7054.0%ETFBNDXVanguard Total International Bond ETF$5,198$1,901 ▲57.6%105,6693.7%ETFAAPLApple$5,025$578 ▼-10.3%29,3043.6%Computer and TechnologyCOSTCostco Wholesale$4,757$7 ▲0.2%6,4943.4%Retail/WholesaleVCITVanguard Intermediate-Term Corporate Bond ETF$4,496$1,982 ▲78.9%55,8433.2%ETFVCSHVanguard Short-Term Corporate Bond ETF$4,282$1,331 ▲45.1%55,3863.1%ETFGOOGLAlphabet$3,987$38 ▲1.0%26,4192.9%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$2,905$1,092 ▲60.3%57,8992.1%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$2,714$1,311 ▲93.5%55,3372.0%ETFBNDVanguard Total Bond Market ETF$2,546$443 ▼-14.8%35,0581.8%ETFDFSVDimensional US Small Cap Value ETF$2,055$881 ▲75.1%68,2751.5%ETFIVViShares Core S&P 500 ETF$2,033$6 ▲0.3%3,8661.5%ETFSPYSPDR S&P 500 ETF Trust$1,530$2 ▲0.1%2,9261.1%FinanceSPGIS&P Global$1,496$21 ▼-1.4%3,5171.1%Business ServicesCMCSAComcast$1,464$112 ▼-7.1%33,7781.1%Consumer DiscretionaryPGProcter & Gamble$1,389$8 ▲0.6%8,5591.0%Consumer StaplesLOWLowe's Companies$1,384$71 ▼-4.9%5,4341.0%Retail/WholesaleDIASPDR Dow Jones Industrial Average ETF Trust$1,353$6 ▲0.4%3,4021.0%FinanceJNJJohnson & Johnson$1,323$81 ▼-5.8%8,3611.0%MedicalEOGEOG Resources$1,307$243 ▼-15.7%10,2260.9%Oils/EnergyCBChubb$1,264$80 ▲6.8%4,8790.9%FinanceVVisa$1,239$44 ▼-3.4%4,4390.9%Business ServicesQUALiShares MSCI USA Quality Factor ETF$1,226$453 ▼-27.0%7,4620.9%ETFTMOThermo Fisher Scientific$1,221$1 ▲0.1%2,1010.9%MedicalFDXFedEx$1,180$53 ▼-4.3%4,0740.9%TransportationSHWSherwin-Williams$1,143$2 ▲0.2%3,2900.8%ConstructionXLEEnergy Select Sector SPDR Fund$1,139$5 ▼-0.4%12,0650.8%ETFEFViShares MSCI EAFE Value ETF$1,131$424 ▼-27.3%20,7970.8%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$1,114$9 ▲0.8%21,2360.8%ETFWMTWalmart$1,107$721 ▲186.7%18,4040.8%Retail/WholesaleAPDAir Products and Chemicals$1,045$233 ▼-18.2%4,3130.8%Basic MaterialsIWBiShares Russell 1000 ETF$1,025$448 ▼-30.4%3,5590.7%ETFDHRDanaher$1,007$29 ▲3.0%4,0310.7%Multi-Sector ConglomeratesEFGiShares MSCI EAFE Growth ETF$993$361 ▼-26.7%9,5680.7%ETFINGRIngredion$992$18 ▼-1.8%8,4880.7%Consumer StaplesLINDE PLC$970$20 ▼-2.0%2,0890.7%SHSLLYEli Lilly and Company$944$291 ▲44.6%1,2130.7%MedicalBDXBecton, Dickinson and Company$926$41 ▲4.6%3,7410.7%MedicalDISVDimensional International Small Cap Value ETF$910$374 ▲69.6%33,4720.7%ETFSUBiShares Short-Term National Muni Bond ETF$893$170 ▼-16.0%8,5310.6%ETFINTUIntuit$892$374 ▲72.3%1,3730.6%Computer and TechnologySYYSysco$891$49 ▲5.9%10,9760.6%Consumer StaplesDFEMDimensional Emerging Markets Core Equity 2 ETF$883$300 ▲51.4%34,6380.6%ETFAFLAflac$882$6 ▲0.6%10,2690.6%FinanceUNHUnitedHealth Group$880$86 ▲10.8%1,7780.6%MedicalMUBiShares National Muni Bond ETF$845$159 ▼-15.8%7,8500.6%ETFSCHZSchwab U.S. Aggregate Bond ETF$822$403 ▼-32.9%17,8670.6%ETFIUSBiShares Core Total USD Bond Market ETF$763$268 ▼-26.0%16,7270.5%ManufacturingDFGRDimensional Global Real Estate ETF$759$308 ▲68.4%29,7330.5%ETFESGUiShares ESG Aware MSCI USA ETF$749$124 ▼-14.2%6,5130.5%ManufacturingECLEcolab$716$1 ▲0.1%3,1020.5%Basic MaterialsXOMExxon Mobil$700$6 ▲0.8%6,0230.5%Oils/EnergyWSTWest Pharmaceutical Services$694$3 ▲0.4%1,7550.5%MedicalCVXChevron$682$9 ▼-1.3%4,3260.5%Oils/EnergyVGITVanguard Intermediate-Term Treasury Index ETF$680$0 ▲0.1%11,6130.5%ETFUPSUnited Parcel Service$646$107 ▼-14.2%4,3440.5%TransportationRSGRepublic Services$637$2 ▲0.3%3,3270.5%Business ServicesPEPPepsiCo$595$12 ▲2.1%3,3970.4%Consumer StaplesSCHBSchwab US Broad Market ETF$561$46 ▼-7.6%9,1860.4%ETFABTAbbott Laboratories$551$3 ▲0.5%4,8470.4%MedicalADBEAdobe$550$70 ▲14.6%1,0900.4%Computer and TechnologyBLKBlackRock$538$2 ▲0.3%6460.4%FinanceCVSCVS Health$519$198 ▲61.4%6,5110.4%Retail/WholesaleBALLBall$507$1 ▲0.2%7,5250.4%Industrial ProductsESEversource Energy$497$133 ▼-21.1%8,3130.4%UtilitiesNOWServiceNow$481$481 ▲New Holding6310.3%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$466$186 ▼-28.5%9,0380.3%ETFTGTTarget$465$3 ▲0.7%2,6240.3%Retail/WholesalePHMPulteGroup$463$78 ▲20.4%3,8400.3%ConstructionACNAccenture$459$107 ▲30.6%1,3240.3%Business ServicesKOCoca-Cola$4520.0%7,3830.3%Consumer StaplesCHDChurch & Dwight$450$0 ▲0.0%4,3170.3%Consumer StaplesSLBSchlumberger$427$259 ▼-37.7%7,7910.3%Oils/EnergyITOTiShares Core S&P Total U.S. Stock Market ETF$424$1 ▲0.2%3,6760.3%ETFCSCOCisco Systems$413$3 ▲0.6%8,2810.3%Computer and TechnologyJPMJPMorgan Chase & Co.$406$102 ▲33.6%2,0250.3%FinanceCLXClorox$404$3 ▲0.8%2,6370.3%Consumer StaplesIYWiShares U.S. Technology ETF$398$147 ▼-27.0%2,9500.3%ManufacturingADPAutomatic Data Processing$397$2 ▲0.6%1,5910.3%Business ServicesUSMViShares MSCI USA Min Vol Factor ETF$389$145 ▼-27.1%4,6600.3%ETFWTRGEssential Utilities$387$3 ▲0.9%10,4380.3%UtilitiesVNQVanguard Real Estate ETF$382$3 ▲0.8%4,4180.3%ETFVTEBVanguard Tax-Exempt Bond ETF$378$2 ▲0.5%7,4700.3%ETFDSIiShares MSCI KLD 400 Social ETF$365$5 ▼-1.3%3,6240.3%ETFMAMastercard$363$363 ▲New Holding7540.3%Business ServicesHDHome Depot$362$2 ▲0.5%9440.3%Retail/WholesaleTJXTJX Companies$360$1 ▲0.3%3,5490.3%Retail/WholesalePSAPublic Storage$359$71 ▼-16.4%1,2370.3%FinanceTIPiShares TIPS Bond ETF$356$119 ▼-25.1%3,3120.3%ETFETNEaton$349$349 ▲New Holding1,1150.3%Industrial ProductsTFLOiShares Treasury Floating Rate Bond ETF$348$165 ▼-32.2%6,8690.3%ETFMCDMcDonald's$342$85 ▼-19.9%1,2110.2%Retail/WholesaleMCKMcKesson$319$43 ▲15.6%5940.2%MedicalMBBiShares MBS ETF$317$210 ▼-39.8%3,4320.2%ETFBROBrown & Brown$310$1 ▲0.2%3,5370.2%FinanceSCHWCharles Schwab$296$6 ▼-1.8%4,0930.2%FinanceCTASCintas$294$1 ▲0.2%4280.2%Industrial ProductsShowing largest 100 holdings. 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