Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

VTI Vanguard Index FDS 15.0% Added +4%

VEA Vanguard Tax-Managed FDS 5.8% Added +9%

AAPL Apple Inc. 4.9% Held MSFT Microsoft Corp 3.8% Held GOOGL Alphabet Inc. 3.2% Held

BNDX Vanguard Charlotte FDS 3.0% Trimmed −5%

VCSH Vanguard Scottsdale FDS 2.9% Trimmed −12%

AMZN Amazon.com Inc 2.8% Held

VCIT Vanguard Scottsdale FDS 2.6% Trimmed −9%

COST Costco Wholesale Corp 2.1% Held

SCHR Schwab Strategic Tr 2.0% Trimmed −12%

AGGY Wisdomtree Tr 1.9% Added +175%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 3, 2026, compared with the Aug 7, 2026 filing

add_circleNew

RSP $557K
VTWO $477K
BLV $454K

arrow_upwardAdded

AGGY +175%
BIV +175%
QHY +174%
ELD +174%

arrow_downwardTrimmed

DFGX −41%
LOW −28%
DFEM −24%
DISV −21%

remove_circleSold out

DFSV $3.01M
TIP $334K
STIP $304K
VTIP $304K

W.H. Cornerstone Investments Inc.

Where the money is

Biggest moves since Jun 30, 2026

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