SEC Form 13F

W.H. Cornerstone Investments Inc. 13F Holdings

Report period2026-06-30
Publicly available2026-08-08
Reported value$176,824,917
Positions141

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INDEX FDSVTITOTAL STK MKT$26,026,46570,334
VANGUARD TAX-MANAGED FDSVEAVAN FTSE DEV MKT$9,711,271136,299
APPLE INCAAPLCOM$7,615,30526,318
ALPHABET INCGOOGLCAP STK CL A$6,111,03717,100
VANGUARD SCOTTSDALE FDSVCSHSHRT TRM CORP BD$6,080,69776,942
VANGUARD CHARLOTTE FDSBNDXTOTAL INT BD ETF$5,972,716123,327
VANGUARD SCOTTSDALE FDSVCITINT-TERM CORP$5,449,57165,936
MICROSOFT CORPMSFTCOM$5,107,79513,693
AMAZON COM INCAMZNCOM$4,909,56620,599
SCHWAB STRATEGIC TRSCHRINT-TRM U.S TRES$4,270,604173,179

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

NexusTrade Loading NexusTrade… Taking too long? Reload this page