$110 Thousand is the total value of W.H. Cornerstone Investments Inc.'s 129 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $260 | -99.9% | 841 | 0.0% | 0.24% | -7.1% | |
| GSG | ISHARES S&P GSCI COMMODITY-unit ben int | $207 | -99.9% | 10,280 | 0.0% | 0.19% | -9.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-17
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 5 | Q3 2023 | 7.4% |
| APPLE INC | 5 | Q3 2023 | 5.5% |
| MICROSOFT CORP | 5 | Q3 2023 | 4.5% |
| AMAZON COM INC | 5 | Q3 2023 | 3.6% |
| VANGUARD BD INDEX FDS | 5 | Q3 2023 | 3.1% |
| COSTCO WHSL CORP NEW | 5 | Q3 2023 | 3.2% |
| ISHARES TR | 5 | Q3 2023 | 3.8% |
| ALPHABET INC | 5 | Q3 2023 | 2.9% |
| VANGUARD INDEX FDS | 5 | Q3 2023 | 2.1% |
| SCHWAB STRATEGIC TR | 5 | Q3 2023 | 2.1% |
View W.H. Cornerstone Investments Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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.