| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 8 | Q2 2024 | 7.4% |
| APPLE INC | 8 | Q2 2024 | 5.5% |
| MICROSOFT CORP | 8 | Q2 2024 | 4.8% |
| VANGUARD INDEX FDS | 8 | Q2 2024 | 9.0% |
| AMAZON COM INC | 8 | Q2 2024 | 4.4% |
| COSTCO WHSL CORP NEW | 8 | Q2 2024 | 3.8% |
| ALPHABET INC | 8 | Q2 2024 | 3.4% |
| VANGUARD BD INDEX FDS | 8 | Q2 2024 | 3.1% |
| ISHARES TR | 8 | Q2 2024 | 3.8% |
| ISHARES TR | 8 | Q2 2024 | 1.5% |
View W.H. Cornerstone Investments Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-17 |
| 13F-HR | 2024-05-06 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-07-12 |
| 13F-HR | 2023-04-17 |
| 13F-HR | 2023-02-02 |
| 13F-HR | 2022-11-09 |
View W.H. Cornerstone Investments Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.