Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001940823

W.H. Cornerstone Investments Inc.

KINGSTON, MA · File #028-22672

Latest AUM
$165.9M
Positions
113
Top-10 Concentration
54.8%
Filings
12

Sector Allocation

Technology
12.1%$20.0M
Healthcare
4.2%$7.0M
Financials
3.4%$5.7M
Industrials
1.4%$2.4M
Materials
1.4%$2.4M
Energy
1.4%$2.4M
Utilities
0.8%$1.3M
Real Estate
0.5%$892,193

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD INDEX FDS92290876964,097$21.5M15.26%
2APPLE INCAAPL27,704$7.5M5.35%
3VANGUARD TAX-MANAGED FDS921943858112,233$7.0M4.98%
4VANGUARD SCOTTSDALE FDS92206C40987,306$7.0M4.94%
5VANGUARD SCOTTSDALE FDS92206C87077,174$6.5M4.59%
6MICROSOFT CORPMSFT13,313$6.4M4.57%
7ALPHABET INCGOOG18,707$5.9M4.16%
8AMAZON COM INCAMZN23,111$5.3M3.79%
9SCHWAB STRATEGIC TR808524854206,667$5.2M3.68%
10DIMENSIONAL ETF TRUST25434V57592,786$4.9M3.47%
11DIMENSIONAL ETF TRUST25434V815111,518$3.7M2.60%
12VANGUARD CHARLOTTE FDS92203J40772,850$3.5M2.50%
13COSTCO WHSL CORP NEW22160K1054,034$3.5M2.47%
14DIMENSIONAL ETF TRUST25434V732103,628$3.4M2.43%
15SCHWAB STRATEGIC TR808524862126,549$3.1M2.19%
16ISHARES TR4642872003,910$2.7M1.90%
17THERMO FISHER SCIENTIFIC INCTMO3,917$2.3M1.61%
18PROCTER AND GAMBLE CO74271810913,829$2.0M1.41%
19VISA INCV5,623$2.0M1.40%
20DIMENSIONAL ETF TRUST25434V78150,757$1.9M1.37%