What W.H. Cornerstone Investments Inc. reported holding on Form 13F for the quarter ended Jun 30, 2026.
CIK 1940823 · Filed Aug 7, 2026
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
| Security | Shares | Change | Value | Of portfolio |
|---|---|---|---|---|
VANGUARD INDEX FDSTOTAL STK MKT | 70.3K | +6.1% | $26M | 14.7% |
VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | 136.3K | +8.6% | $9.7M | 5.5% |
AAPLApple Inc. |
| 26.3K |
| −2.0% |
| $7.6M |
| 4.3% |
GOOGLAlphabet Inc. | 17.1K | −1.9% | $6.1M | 3.5% |
VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD | 76.9K | −10.4% | $6.1M | 3.4% |
VANGUARD CHARLOTTE FDSTOTAL INT BD ETF | 123.3K | −0.1% | $6M | 3.4% |
VANGUARD SCOTTSDALE FDSINT-TERM CORP | 65.9K | −9.4% | $5.4M | 3.1% |
MSFTMicrosoft Corp | 13.7K | +9.6% | $5.1M | 2.9% |
AMZNAmazon Com Inc | 20.6K | −6.1% | $4.9M | 2.8% |
SCHWAB STRATEGIC TRINT-TRM U.S TRES | 173.2K | −15.1% | $4.3M | 2.4% |
COSTCostco Wholesale Corp | 4.3K | +0.2% | $4M | 2.3% |
DIMENSIONAL ETF TRUSTUS SMALL CAP ETF | 77.5K | New | $3M | 1.7% |
ISHARES TRCORE S&P500 ETF | 3.9K | +0.2% | $2.9M | 1.7% |
DIMENSIONAL ETF TRUSTEMERGING MKTS CO | 69.1K | −13.3% | $2.8M | 1.6% |
SCHWAB STRATEGIC TRSHT TM US TRES | 111.6K | −16.4% | $2.7M | 1.5% |
DIASPDR DOW Jones Industrial Average ETF Trust | 3.7K | +0.3% | $2M | 1.1% |
JNJJohnson & Johnson | 7.4K | −3.9% | $1.9M | 1.1% |
WMTWalmart Inc. | 15.5K | −1.8% | $1.8M | 1% |
SPYSPDR S&P 500 ETF Trust | 2.2K | −10.8% | $1.6M | 0.9% |
DIMENSIONAL ETF TRUSTINTL COR FIX ETF | 29.5K | New | $1.6M | 0.9% |
PGPROCTER & GAMBLE Co | 10.6K | −12.2% | $1.6M | 0.9% |
VVisa Inc. | 4.4K | −7.7% | $1.5M | 0.9% |
PIMCO ETF TRINTER MUN BD ACT | 28.3K | +5.6% | $1.5M | 0.8% |
SPDR SERIES TRUSTST STR P500ETF | 16.5K | New | $1.5M | 0.8% |
NVDANVIDIA Corp | 7.2K | −9.0% | $1.4M | 0.8% |
ISHARES TRRUS 1000 ETF | 3.5K | −1.0% | $1.4M | 0.8% |
DIMENSIONAL ETF TRUSTGLOBAL REAL EST | 49.5K | −4.0% | $1.4M | 0.8% |
SYYSysco Corp | 17.1K | +15.4% | $1.4M | 0.8% |
SCHWAB STRATEGIC TRUS BRD MKT ETF | 49K | +1.3% | $1.4M | 0.8% |
DIMENSIONAL ETF TRUSTINTL SMALL CAP V | 35.2K | −10.6% | $1.4M | 0.8% |
ECLEcolab Inc. | 5K | +5.9% | $1.4M | 0.8% |
EXXON MOBIL CORPCOM | 10.1K | −5.6% | $1.4M | 0.8% |
WISDOMTREE TRYIELD ENHANCD US | 31K | New | $1.3M | 0.8% |
AMERICAN CENTY ETF TRUS SML CP VALU | 10.6K | +31.4% | $1.3M | 0.8% |
ISHARES TRNATIONAL MUN ETF | 11.4K | +6.6% | $1.2M | 0.7% |
AFLAflac Inc | 10.3K | +0.5% | $1.2M | 0.7% |
JPMJPMorgan Chase & Co | 3.5K | +86.4% | $1.1M | 0.6% |
WISDOMTREE TRMORTGAGE PLUS BD | 24.5K | New | $1.1M | 0.6% |
ISHARES TRRUSSELL 2000 ETF | 3.5K | +56.4% | $1.1M | 0.6% |
SELECT SECTOR SPDR TRST STR ENERG ETF | 19.3K | New | $1M | 0.6% |
ETNEaton Corp plc | 2.4K | −5.9% | $1M | 0.6% |
CSCOCisco Systems, Inc. | 8.2K | +1.9% | $958.4K | 0.5% |
TMOThermo Fisher Scientific Inc. | 1.8K | −24.7% | $925.7K | 0.5% |
ABBVAbbVie Inc. | 3.5K | +104.1% | $882K | 0.5% |
SHWSherwin Williams Co | 2.6K | −1.8% | $881.4K | 0.5% |
BLKBlackRock, Inc. | 906 | +18.6% | $870.8K | 0.5% |
LINLinde PLC | 1.6K | +21.8% | $853.3K | 0.5% |
KLACKLA Corp | 2.8K | +863.1% | $851.5K | 0.5% |
VANGUARD MUN BD FDSTAX EXEMPT BD | 16.7K | −0.7% | $844.6K | 0.5% |
AMERICAN CENTY ETF TRINTL SMCP VLU | 8K | +57.0% | $819.9K | 0.5% |
LLYELI LILLY & Co | 659 | +5.3% | $790.3K | 0.4% |
TJXTJX Companies Inc | 5.2K | +63.4% | $785.4K | 0.4% |
LOWLowe's Companies Inc | 3.5K | +24.5% | $764.2K | 0.4% |
VANGUARD SCOTTSDALE FDSINTER TERM TREAS | 12.2K | +0.9% | $721.5K | 0.4% |
CVXChevron Corp | 4.3K | +45.0% | $713.5K | 0.4% |
RSGRepublic Services, Inc. | 3.3K | −1.2% | $695.6K | 0.4% |
ADPAutomatic Data Processing Inc | 3K | +20.6% | $669.4K | 0.4% |
UNHUnitedHealth Group Inc | 1.6K | +29.7% | $654.8K | 0.4% |
METAMeta Platforms, Inc. | 1.1K | +7.0% | $619.7K | 0.4% |
AWKAmerican Water Works Company, Inc. | 4.6K | +28.1% | $600.2K | 0.3% |
ISHARES TRSHRT NAT MUN ETF | 5.4K | +0.6% | $571K | 0.3% |
PEPPepsiCo Inc | 4.2K | +29.1% | $561.9K | 0.3% |
ISHARES TRCORE S&P TTL STK | 3.4K | +0.3% | $561.5K | 0.3% |
MDTMedtronic plc | 7.1K | −40.3% | $553.2K | 0.3% |
CBChubb Ltd | 1.6K | +36.3% | $551.8K | 0.3% |
TMUST-Mobile US, Inc. | 3.2K | +7.4% | $530.7K | 0.3% |
DUKDuke Energy CORP | 4.2K | +37.8% | $527.4K | 0.3% |
GSGoldman Sachs Group Inc | 518 | −46.9% | $523.6K | 0.3% |
CLSCelestica Inc | 1.4K | ±0% | $501.6K | 0.3% |
PPGPPG Industries Inc | 4.1K | −23.8% | $492.3K | 0.3% |
ISHARES TRESG MSCI KLD ETF | 3.4K | New | $489.3K | 0.3% |
IBMInternational Business Machines Corp | 1.7K | +3.6% | $482.8K | 0.3% |
AVGOBroadcom Inc. | 1.3K | −0.5% | $474.5K | 0.3% |
ISHARES INCCORE MSCI EMKT | 5.6K | +49.7% | $466.6K | 0.3% |
ISHARES TR10-20 YR TRS ETF | 4.6K | New | $463.2K | 0.3% |
ISHARES TRESG AWR MSCI USA | 2.8K | +0.8% | $460.6K | 0.3% |
TSLATesla, Inc. | 1.1K | ±0% | $458.5K | 0.3% |
ISHARES INCMSCI EMRG CHN | 4.4K | +55.2% | $450.1K | 0.3% |
CHEChemed Corp | 965 | +55.6% | $449.6K | 0.3% |
ALLEAllegion plc | 3.2K | −12.5% | $448.7K | 0.3% |
AEPAmerican Electric Power Co Inc | 3.3K | −43.0% | $447.6K | 0.3% |
EDConsolidated Edison Inc | 4K | +49.0% | $443K | 0.3% |
ESEversource Energy | 6K | +46.4% | $436.8K | 0.2% |
ABTAbbott Laboratories | 4.8K | −3.4% | $431.4K | 0.2% |
GPCGenuine Parts Co | 3.6K | +65.6% | $425K | 0.2% |
EMEEMCOR Group, Inc. | 509 | +48.4% | $422.4K | 0.2% |
BDXBecton Dickinson & Co | 2.8K | −11.0% | $422.1K | 0.2% |
WISDOMTREE TRFLOATNG RAT TREA | 8.2K | New | $412K | 0.2% |
AMGNAmgen Inc | 1.1K | +6.8% | $405.8K | 0.2% |
WISDOMTREE TRUS SHT TRM CORP | 8.3K | New | $403K | 0.2% |
CRSCarpenter Technology Corp | 649 | +4.2% | $400.1K | 0.2% |
WISDOMTREE TRARTI INT INN FD | 8.4K | New | $397.8K | 0.2% |
ATOAtmos Energy Corp | 2.3K | −43.1% | $388.4K | 0.2% |
J P MORGAN EXCHANGE TRADED FMUNICIPAL ETF | 7.7K | +0.4% | $387.8K | 0.2% |
KOCoca Cola Co | 4.7K | −0.4% | $378.3K | 0.2% |
CHDChurch & Dwight Co Inc | 3.9K | −3.7% | $376.9K | 0.2% |
AOSSmith a O Corp | 6K | +67.5% | $375.1K | 0.2% |
MCDMcDonald's Corp | 1.4K | +33.8% | $371.6K | 0.2% |
MRKMerck & Co., Inc. | 2.7K | New | $351K | 0.2% |
VANGUARD INDEX FDSSM CP VAL ETF | 1.4K | +0.3% | $346.2K | 0.2% |
SELECT SECTOR SPDR TRST STR REAL ETF | 7.6K | New | $334.2K | 0.2% |
ISHARES TRTIPS BD ETF | 3K | +10.1% | $333.6K | 0.2% |
MAMastercard Inc | 628 | ±0% | $322.6K | 0.2% |
ORCLOracle Corp | 2.2K | −2.5% | $321.2K | 0.2% |
ISHARES TRCORE INTL AGGR | 6.3K | ±0% | $319.7K | 0.2% |
HDHome Depot, Inc. | 904 | −3.2% | $318.7K | 0.2% |
ALBAlbemarle Corp | 2.3K | +56.2% | $317.1K | 0.2% |
SELECT SECTOR SPDR TRST STR TECHN ETF | 1.7K | New | $316.2K | 0.2% |
BLACKROCK ETF TRUSTISHA US AWAR ETF | 3.9K | New | $313.7K | 0.2% |
ISHARES TRESG ADVAN ETF | 7.2K | New | $313.2K | 0.2% |
CMECME Group Inc. | 1.4K | +59.4% | $308.2K | 0.2% |
ISHARES TR0-5 YR TIPS ETF | 3K | +1.9% | $303.6K | 0.2% |
VANGUARD MALVERN FDSSTRM INFPROIDX | 6K | +0.0% | $303.6K | 0.2% |
CTASCintas Corp | 1.7K | +0.3% | $295.8K | 0.2% |
EBAYeBay Inc | 2.5K | +0.3% | $284K | 0.2% |
INTCIntel Corp | 2K | New | $280K | 0.2% |
TGTTarget Corp | 2.1K | −6.9% | $276.6K | 0.2% |
WISDOMTREE TRUS HGH YLD CORP | 5.9K | New | $268.5K | 0.2% |
PAGPPlains GP Holdings LP | 10.6K | New | $256.8K | 0.1% |
VANGUARD SPECIALIZED FUNDSDIV APP ETF | 1.1K | New | $254.7K | 0.1% |
DHIHorton D R Inc | 1.6K | ±0% | $253.4K | 0.1% |
BERKSHIRE HATHAWAY INC DELCL B NEW | 505 | ±0% | $252.7K | 0.1% |
SCHWSchwab Charles Corp | 2.7K | +0.3% | $252.1K | 0.1% |
PAAPlains ALL American Pipeline LP | 11.2K | New | $249.3K | 0.1% |
BXBlackstone Inc. | 2.1K | New | $248.3K | 0.1% |
WESWestern Midstream Partners, LP | 5.5K | New | $238.6K | 0.1% |
EPDEnterprise Products Partners L.P. | 6.4K | New | $235.9K | 0.1% |
S&P GLOBAL INCCOM SHS | 554 | New | $225.7K | 0.1% |
VANGUARD BD INDEX FDSINTERMED TERM | 2.9K | New | $223.9K | 0.1% |
WISDOMTREE TREM LCL DEBT FD | 7.8K | New | $223.7K | 0.1% |
ETEnergy Transfer LP | 11.4K | New | $217.8K | 0.1% |
ISHARES TRRUS 1000 VAL ETF | 891 | New | $215.9K | 0.1% |
SELECT SECTOR SPDR TRST STR SVC ETF | 2K | New | $214.4K | 0.1% |
WMBWilliams Companies, Inc. | 2.8K | +0.7% | $211K | 0.1% |
VANGUARD INDEX FDSREAL ESTATE ETF | 2.2K | New | $210.8K | 0.1% |
ISHARES TRESG MSCI USA ETF | 3K | New | $210.6K | 0.1% |
MPLXMPLX LP | 3.7K | New | $209.2K | 0.1% |
GOOGAlphabet Inc. | 592 | New | $209K | 0.1% |
MATXMatson, Inc. | 1K | New | $201.2K | 0.1% |
NMTNuveen Massachusetts Quality Municipal Income Fund | 12.2K | New | $158.1K | 0.1% |
JPCNuveen Preferred & Income Opportunities Fund | 10.9K | +2.4% | $85.9K | 0.1% |
