StockDriftsStockDriftsTop 50 W.H. Cornerstone Investments Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 13.29% | 66.3K | $21.3M | +3.39%(+2.17K) | $244.21(+49.34%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 5.03% | 125.5K | $8.0M | +11.82%(+13.27K) | $51.14(+38.12%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.26% | 26.9K | $6.8M | -3.05%(-846) | $140.19(+113.19%) | 2026-03-31 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 4.26% | 85.9K | $6.8M | -1.61%(-1.41K) | $77.01(+2.61%) | 2026-03-31 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 3.76% | 72.8K | $6.0M | -5.69%(-4.39K) | $80.18(+2.97%) | 2026-03-31 | |
| BNDX | VANGUARD CHARLOTTE FDS | 3.71% | 123.4K | $5.9M | +69.41%(+50.56K) | $48.63(-1.51%) | 2026-03-31 | |
| SCHR | SCHWAB STRATEGIC TR | 3.18% | 204.0K | $5.1M | -1.30%(-2.68K) | $24.61(+0.28%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.13% | 17.4K | $5.0M | -6.78%(-1.27K) | $107.46(+274.67%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.89% | 12.5K | $4.6M | -6.17%(-821) | $250.20(+61.96%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.85% | 21.9K | $4.6M | -5.12%(-1.18K) | $112.12(+140.92%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.50% | +42.37% |
| Top 20 Holdings Unweighted | +10.45% | +34.72% |
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