Sponsored

The Analysis of W.H. Cornerstone Investments Inc.'s Holdings & P&L

Currently, W.H. Cornerstone Investments Inc. holds 129 types of securities in its portfolio with a total value $160.0M. In the most recent quarter, they have increased their positions in BNDX (+50.6K shares, valued at $2.4M), VEA (+13.3K shares, valued at $850.1K), VTI (+2.2K shares, valued at $696.2K); decreased their positions in DFGX (-45.7K shares, valued at $2.4M), DFEM (-23.9K shares, valued at $827.4K), DFSV (-22.4K shares, valued at $786.0K); initiated new positions in CVX (+3.0K shares, valued at $614.4K), IWM (+2.3K shares, valued at $559.6K), AVDV (+5.1K shares, valued at $506.0K).

1M P&L

+3.7M+2.31%

3M P&L

+5.4M+3.36%

HY P&L

+12.3M+8.00%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A90.4M

60.3%

2Consumer Electronics6.8M

4.5%

3Discount Stores6.5M

4.3%

Top Industries by Stock Count

1N/A45 stocks

37.8%

2Specialty Chemicals5 stocks

4.2%

3Drug Manufacturers - General4 stocks

3.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD INDEX FDS66.3K shares3.39%2026-03-312026-04-28

VEA VANGUARD TAX-MANAGED FDS125.5K shares11.82%2026-03-312026-04-28

AAPL APPLE INC26.9K shares-3.05%2026-03-312026-04-28

VCSH VANGUARD SCOTTSDALE FDS85.9K shares-1.61%2026-03-312026-04-28

VCIT VANGUARD SCOTTSDALE FDS72.8K shares-5.69%2026-03-312026-04-28

BNDX VANGUARD CHARLOTTE FDS123.4K shares69.41%2026-03-312026-04-28

SCHR SCHWAB STRATEGIC TR204.0K shares-1.30%2026-03-312026-04-28

ALPHABET INC ALPHABET INC17.4K shares-6.78%2026-03-312026-04-28

Sponsored

MSFT MICROSOFT CORP12.5K shares-6.17%2026-03-312026-04-28

AMZN AMAZON COM INC21.9K shares-5.12%2026-03-312026-04-28

COST COSTCO WHOLESALE CORPORATION4.3K shares5.38%2026-03-312026-04-28

SCHO SCHWAB STRATEGIC TR133.5K shares5.47%2026-03-312026-04-28

DFSV DIMENSIONAL ETF TRUST89.1K shares-20.11%2026-03-312026-04-28

DFEM DIMENSIONAL ETF TRUST79.7K shares-23.11%2026-03-312026-04-28

IVV ISHARES TR3.9K shares0.28%2026-03-312026-04-28

DFGX DIMENSIONAL ETF TRUST47.1K shares-49.22%2026-03-312026-04-28

Sponsored

WMT WALMART INC15.8K shares-0.03%2026-03-312026-04-28

JNJ JOHNSON & JOHNSON7.7K shares0.47%2026-03-312026-04-28

XOM EXXON MOBIL CORP10.7K shares-15.05%2026-03-312026-04-28

PG PROCTER & GAMBLE CO12.1K shares-12.47%2026-03-312026-04-28

DIA STATE STR SPDR DOW JONES IND3.7K shares0.38%2026-03-312026-04-28

SPY STATE STR SPDR S&P 500 ETF T2.5K shares11.47%2026-03-312026-04-28

DISV DIMENSIONAL ETF TRUST39.4K shares-22.39%2026-03-312026-04-28

V VISA INC4.8K shares-14.87%2026-03-312026-04-28

Sponsored

MUNI PIMCO ETF TR26.8K shares38.61%2026-03-312026-04-28

NVDA NVIDIA CORPORATION7.9K shares-10.69%2026-03-312026-04-28

DFGR DIMENSIONAL ETF TRUST51.6K shares-7.96%2026-03-312026-04-28

IWB ISHARES TR3.6K shares0.25%2026-03-312026-04-28

SPYM SPDR SERIES TRUST16.5K shares-0.62%2026-03-312026-04-28

ECL ECOLAB INC4.7K shares4.12%2026-03-312026-04-28

SCHB SCHWAB STRATEGIC TR48.3K shares-21.56%2026-03-312026-04-28

TMO THERMO FISHER SCIENTIFIC INC2.5K shares-37.43%2026-03-312026-04-28

Sponsored

XLE SELECT SECTOR SPDR TR19.1K shares-1.16%2026-03-312026-04-28

MUB ISHARES TR10.7K shares35.64%2026-03-312026-04-28

AFL AFLAC INC10.2K shares0.53%2026-03-312026-04-28

SYY SYSCO CORP14.8K shares26.44%2026-03-312026-04-28

MEDTRONIC PLC MEDTRONIC PLC11.8K shares-23.31%2026-03-312026-04-28

AVUV AMERICAN CENTY ETF TR8.1K shares160.31%2026-03-312026-04-28

EATON CORP PLC EATON CORP PLC2.5K shares-18.09%2026-03-312026-04-28

VTEB VANGUARD MUN BD FDS16.8K shares0.26%2026-03-312026-04-28

Sponsored

SHW SHERWIN WILLIAMS CO2.6K shares0.23%2026-03-312026-04-28

GS GOLDMAN SACHS GROUP INC975 shares-45.95%2026-03-312026-04-28

AEP AMERICAN ELEC PWR CO INC5.7K shares-48.09%2026-03-312026-04-28

BLACKROCK INC BLACKROCK INC764 shares35.94%2026-03-312026-04-28

ATO ATMOS ENERGY CORP4.0K shares-48.22%2026-03-312026-04-28

RSG REPUBLIC SVCS INC3.3K shares0.27%2026-03-312026-04-28

VGIT VANGUARD SCOTTSDALE FDS12.1K shares0.58%2026-03-312026-04-28

LINDE PLC LINDE PLC1.4K shares63.04%2026-03-312026-04-28

Sponsored

LOW LOWES COS INC2.8K shares33.06%2026-03-312026-04-28

CSCO CISCO SYS INC8.0K shares-0.11%2026-03-312026-04-28

TMUS T-MOBILE US INC2.9K shares12.58%2026-03-312026-04-28

CVX CHEVRON CORPORATION3.0K sharesnew addition2026-03-312026-04-28

META META PLATFORMS INC1.0K shares14.48%2026-03-312026-04-28

LLY ELI LILLY & CO626 shares0.16%2026-03-312026-04-28

PPG PPG INDS INC5.3K shares-35.89%2026-03-312026-04-28

SUB ISHARES TR5.3K shares0.38%2026-03-312026-04-28

Sponsored

IWM ISHARES TR2.3K sharesnew addition2026-03-312026-04-28

JPM JPMORGAN CHASE & CO1.9K shares0.16%2026-03-312026-04-28

ALLE ALLEGION PLC3.6K shares-26.85%2026-03-312026-04-28

EOG EOG RES INC3.6K shares-56.24%2026-03-312026-04-28

TJX TJX COS INC NEW3.2K shares0.19%2026-03-312026-04-28

AVDV AMERICAN CENTY ETF TR5.1K sharesnew addition2026-03-312026-04-28

ABT ABBOTT LABORATORIES4.9K shares0.63%2026-03-312026-04-28

ADP AUTOMATIC DATA PROCESSING IN2.5K shares51.84%2026-03-312026-04-28

Sponsored

PEP PEPSICO INC3.2K shares103.55%2026-03-312026-04-28

BDX BECTON DICKINSON & CO3.1K shares-10.26%2026-03-312026-04-28

ITOT ISHARES TR3.4K shares-1.84%2026-03-312026-04-28

AWK AMERICAN WTR WKS CO INC NEW3.6K shares125.30%2026-03-312026-04-28

EQIX EQUINIX INC447 shares-61.60%2026-03-312026-04-28

APD AIR PRODUCTS AND CHEMICALS I1.5K shares-55.50%2026-03-312026-04-28

KLAC KLA CORP293 shares0.00%2026-03-312026-04-28

DSI ISHARES TR3.4K shares-5.08%2026-03-312026-04-28

Sponsored

AZO AUTOZONE INC120 shares-53.31%2026-03-312026-04-28

TSLA TESLA INC1.1K shares-12.73%2026-03-312026-04-28

IBM INTERNATIONAL BUSINESS MACHS1.7K shares3.37%2026-03-312026-04-28

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW3.0K sharesnew addition2026-03-312026-04-28

ESGU ISHARES TR2.8K shares-1.17%2026-03-312026-04-28

BROADCOM INC BROADCOM INC1.3K shares0.16%2026-03-312026-04-28

CELESTICA INC CELESTICA INC1.4K shares0.00%2026-03-312026-04-28

CB CHUBB LTD SWITZ1.2K sharesnew addition2026-03-312026-04-28

Sponsored

JMUB J P MORGAN EXCHANGE TRADED F7.6K shares0.09%2026-03-312026-04-28

CHD CHURCH & DWIGHT CO INC4.0K shares0.27%2026-03-312026-04-28

ABBV ABBVIE INC1.7K sharesnew addition2026-03-312026-04-28

AMGN AMGEN INC1.1K shares3.55%2026-03-312026-04-28

KO COCA COLA CO4.7K shares-19.16%2026-03-312026-04-28

ORCL ORACLE CORP2.2K shares1.12%2026-03-312026-04-28

UNH UNITEDHEALTH GROUP INC1.2K sharesnew addition2026-03-312026-04-28

MCD MCDONALDS CORP1.0K sharesnew addition2026-03-312026-04-28

Sponsored

PSA PUBLIC STORAGE OPER CO1.2K shares-62.79%2026-03-312026-04-28

IAGG ISHARES TR6.3K shares0.00%2026-03-312026-04-28

MA MASTERCARD INCORPORATED628 shares0.16%2026-03-312026-04-28

VBR VANGUARD INDEX FDS1.4K shares0.57%2026-03-312026-04-28

XLRE SELECT SECTOR SPDR TR7.5K shares-3.69%2026-03-312026-04-28

HD HOME DEPOT INC934 shares-15.40%2026-03-312026-04-28

TIP ISHARES TR2.8K shares6.62%2026-03-312026-04-28

INGR INGREDION INC2.7K shares-62.50%2026-03-312026-04-28

Sponsored

ED CONSOLIDATED EDISON INC2.7K sharesnew addition2026-03-312026-04-28

VTIP VANGUARD MALVERN FDS6.0K shares0.00%2026-03-312026-04-28

STIP ISHARES TR2.9K shares0.00%2026-03-312026-04-28

CTAS CINTAS CORP1.7K shares0.12%2026-03-312026-04-28

ES EVERSOURCE ENERGY4.1K sharesnew addition2026-03-312026-04-28

TGT TARGET CORP2.3K shares0.75%2026-03-312026-04-28

ALB ALBEMARLE CORP1.5K sharesnew addition2026-03-312026-04-28

EUSB ISHARES TR6.1K shares18.52%2026-03-312026-04-28

Sponsored

IEMG ISHARES INC3.8K sharesnew addition2026-03-312026-04-28

CME CME GROUP INC876 sharesnew addition2026-03-312026-04-28

LCTU BLACKROCK ETF TRUST3.7K shares-3.61%2026-03-312026-04-28

SCHW SCHWAB CHARLES CORP2.7K shares0.33%2026-03-312026-04-28

EME EMCOR GROUP INC343 sharesnew addition2026-03-312026-04-28

INTU INTUIT571 shares-28.71%2026-03-312026-04-28

CRS CARPENTER TECHNOLOGY CORP623 sharesnew addition2026-03-312026-04-28

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.2K shares-42.97%2026-03-312026-04-28

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL505 shares0.00%2026-03-312026-04-28

WTAI WISDOMTREE TR8.4K shares0.00%2026-03-312026-04-28

SPGI S&P GLOBAL INC554 shares0.18%2026-03-312026-04-28

AOS SMITH A O CORP3.6K sharesnew addition2026-03-312026-04-28

CHE CHEMED CORP NEW620 sharesnew addition2026-03-312026-04-28

BRO BROWN & BROWN INC3.6K shares0.22%2026-03-312026-04-28

EBAY EBAY INC.2.5K shares-8.98%2026-03-312026-04-28

GPC GENUINE PARTS CO2.2K sharesnew addition2026-03-312026-04-28

Sponsored

LMT LOCKHEED MARTIN CORP374 shares-35.96%2026-03-312026-04-28

WTRG ESSENTIAL UTILS INC5.6K shares0.70%2026-03-312026-04-28

XLK SELECT SECTOR SPDR TR1.7K shares0.12%2026-03-312026-04-28

EMXC ISHARES INC2.8K sharesnew addition2026-03-312026-04-28

XLC SELECT SECTOR SPDR TR2.0K shares0.35%2026-03-312026-04-28

DHI D R HORTON INC1.6K shares0.00%2026-03-312026-04-28

WMB WILLIAMS COS INC2.8K sharesnew addition2026-03-312026-04-28

FDX FEDEX CORP566 sharesnew addition2026-03-312026-04-28

Sponsored

JPC NUVEEN PFD & INCOME OPPORTUN10.6K shares1.53%2026-03-312026-04-28

VTI

VANGUARD INDEX FDS

3.39%

Shares66.3K

Event2026-03-31

Filed2026-04-28

VEA

VANGUARD TAX-MANAGED FDS

11.82%

Shares125.5K

Event2026-03-31

Filed2026-04-28

AAPL

APPLE INC

-3.05%

Shares26.9K

Event2026-03-31

Filed2026-04-28

VCSH

VANGUARD SCOTTSDALE FDS

-1.61%

Shares85.9K

Event2026-03-31

Filed2026-04-28

VCIT

VANGUARD SCOTTSDALE FDS

-5.69%

Shares72.8K

Event2026-03-31

Filed2026-04-28

BNDX

VANGUARD CHARLOTTE FDS

69.41%

Shares123.4K

Event2026-03-31

Filed2026-04-28

SCHR

SCHWAB STRATEGIC TR

-1.30%

Shares204.0K

Event2026-03-31

Filed2026-04-28

ALPHABET INC

-6.78%

Shares17.4K

Event2026-03-31

Filed2026-04-28

MSFT

MICROSOFT CORP

-6.17%

Shares12.5K

Event2026-03-31

Filed2026-04-28

AMZN

AMAZON COM INC

-5.12%

Shares21.9K

Event2026-03-31

Filed2026-04-28

COST

COSTCO WHOLESALE CORPORATION

5.38%

Shares4.3K

Event2026-03-31

Filed2026-04-28

SCHO

SCHWAB STRATEGIC TR

5.47%

Shares133.5K

Event2026-03-31

Filed2026-04-28

DFSV

DIMENSIONAL ETF TRUST

-20.11%

Shares89.1K

Event2026-03-31

Filed2026-04-28

DFEM

DIMENSIONAL ETF TRUST

-23.11%

Shares79.7K

Event2026-03-31

Filed2026-04-28

IVV

ISHARES TR

0.28%

Shares3.9K

Event2026-03-31

Filed2026-04-28

DFGX

DIMENSIONAL ETF TRUST

-49.22%

Shares47.1K

Event2026-03-31

Filed2026-04-28

WMT

WALMART INC

-0.03%

Shares15.8K

Event2026-03-31

Filed2026-04-28

JNJ

JOHNSON & JOHNSON

0.47%

Shares7.7K

Event2026-03-31

Filed2026-04-28

XOM

EXXON MOBIL CORP

-15.05%

Shares10.7K

Event2026-03-31

Filed2026-04-28

PROCTER & GAMBLE CO

-12.47%

Shares12.1K

Event2026-03-31

Filed2026-04-28

DIA

STATE STR SPDR DOW JONES IND

0.38%

Shares3.7K

Event2026-03-31

Filed2026-04-28

SPY

STATE STR SPDR S&P 500 ETF T

11.47%

Shares2.5K

Event2026-03-31

Filed2026-04-28

DISV

DIMENSIONAL ETF TRUST

-22.39%

Shares39.4K

Event2026-03-31

Filed2026-04-28

VISA INC

-14.87%

Shares4.8K

Event2026-03-31

Filed2026-04-28

MUNI

PIMCO ETF TR

38.61%

Shares26.8K

Event2026-03-31

Filed2026-04-28

NVDA

NVIDIA CORPORATION

-10.69%

Shares7.9K

Event2026-03-31

Filed2026-04-28

DFGR

DIMENSIONAL ETF TRUST

-7.96%

Shares51.6K

Event2026-03-31

Filed2026-04-28

IWB

ISHARES TR

0.25%

Shares3.6K

Event2026-03-31

Filed2026-04-28

SPYM

SPDR SERIES TRUST

-0.62%

Shares16.5K

Event2026-03-31

Filed2026-04-28

ECL

ECOLAB INC

4.12%

Shares4.7K

Event2026-03-31

Filed2026-04-28

SCHB

SCHWAB STRATEGIC TR

-21.56%

Shares48.3K

Event2026-03-31

Filed2026-04-28

TMO

THERMO FISHER SCIENTIFIC INC

-37.43%

Shares2.5K

Event2026-03-31

Filed2026-04-28

XLE

SELECT SECTOR SPDR TR

-1.16%

Shares19.1K

Event2026-03-31

Filed2026-04-28

MUB

ISHARES TR

35.64%

Shares10.7K

Event2026-03-31

Filed2026-04-28

AFL

AFLAC INC

0.53%

Shares10.2K

Event2026-03-31

Filed2026-04-28

SYY

SYSCO CORP

26.44%

Shares14.8K

Event2026-03-31

Filed2026-04-28

MEDTRONIC PLC

-23.31%

Shares11.8K

Event2026-03-31

Filed2026-04-28

AVUV

AMERICAN CENTY ETF TR

160.31%

Shares8.1K

Event2026-03-31

Filed2026-04-28

EATON CORP PLC

-18.09%

Shares2.5K

Event2026-03-31

Filed2026-04-28

VTEB

VANGUARD MUN BD FDS

0.26%

Shares16.8K

Event2026-03-31

Filed2026-04-28

SHW

SHERWIN WILLIAMS CO

0.23%

Shares2.6K

Event2026-03-31

Filed2026-04-28

GOLDMAN SACHS GROUP INC

-45.95%

Shares975

Event2026-03-31

Filed2026-04-28

AEP

AMERICAN ELEC PWR CO INC

-48.09%

Shares5.7K

Event2026-03-31

Filed2026-04-28

BLACKROCK INC

35.94%

Shares764

Event2026-03-31

Filed2026-04-28

ATO

ATMOS ENERGY CORP

-48.22%

Shares4.0K

Event2026-03-31

Filed2026-04-28

RSG

REPUBLIC SVCS INC

0.27%

Shares3.3K

Event2026-03-31

Filed2026-04-28

VGIT

VANGUARD SCOTTSDALE FDS

0.58%

Shares12.1K

Event2026-03-31

Filed2026-04-28

LINDE PLC

63.04%

Shares1.4K

Event2026-03-31

Filed2026-04-28

LOW

LOWES COS INC

33.06%

Shares2.8K

Event2026-03-31

Filed2026-04-28

CSCO

CISCO SYS INC

-0.11%

Shares8.0K

Event2026-03-31

Filed2026-04-28

TMUS

T-MOBILE US INC

12.58%

Shares2.9K

Event2026-03-31

Filed2026-04-28

CVX

CHEVRON CORPORATION

New

Shares3.0K

Event2026-03-31

Filed2026-04-28