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Home > Institutional Investor > W.h. Cornerstone Investments Inc. > Profile

Instuitional Investor - W.h. Cornerstone Investments Inc.

Fund Profile
Filing Period:
Fund Name: W.h. Cornerstone Investments Inc.
Portfolio Value $149,791,203
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 56,475 $16,367,135 10.92%
2.
Vanguard Charlotte Fds
 162,723 $7,981,551 5.32%
3.
Vanguard Scottsdale Funds
 92,978 $7,463,313 4.98%
4.
Apple Inc.
 AAPL 28,817 $7,216,332 4.81%
5.
Amazon Com Inc
 AMZN 28,852 $6,329,840 4.22%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)