W.H. Cornerstone Investments Inc. Last Quarter Change: USA ETF, New

W.H. Cornerstone Investments Inc. quarter change: USA ETF, New

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, W.H. Cornerstone Investments Inc. opened 24 positions, added to 22, reduced 11, sold out of 11 and left 1 unchanged. The largest increase in value was VTI (+$4,767,322); the largest decrease was DFSV (-$3,121,661).

DFSV: Country of operation —; Class US SMALL CAP ETF; Shares 2026-03-31 0; Shares 2026-06-30 77,473.
DFGX: Country of operation —; Class INTL COR FIX ETF; Shares 2026-03-31 0; Shares 2026-06-30 29,480.
SPYM: Country of operation United States; Class ST STR P500ETF; Shares 2026-03-31 0; Shares 2026-06-30 16,504.
AGGY: Country of operation —; Class YIELD ENHANCD US; Shares 2026-03-31 0; Shares 2026-06-30 31,017.

Two Form 13F-HR filings compared (SEC CIK 1940823): 2026-03-31 (filed 2026-04-28) and 2026-06-30 (filed 2026-08-07). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

Stock	Country of operation	Class	Shares 2026-06-30	Share change	Value 2026-03-31	Value 2026-06-30	Value change
DFSV DIMENSIONAL ETF TRUST		US SMALL CAP ETF	77,473	+77,473	$0	$3,005,191	+$3,005,191
DFGX DIMENSIONAL ETF TRUST		INTL COR FIX ETF	29,480	+29,480	$0	$1,579,973	+$1,579,973
SPYM SPDR SERIES TRUST	United States	ST STR P500ETF	16,504	+16,504	$0	$1,450,395	+$1,450,395
AGGY WISDOMTREE TR		YIELD ENHANCD US	31,017	+31,017	$0	$1,348,628	+$1,348,628
MTGP WISDOMTREE TR		MORTGAGE PLUS BD	24,500	+24,500	$0	$1,082,027	+$1,082,027
XLE SELECT SECTOR SPDR TR		ST STR ENERG ETF	19,280	+19,280	$0	$1,023,964	+$1,023,964
DSI ISHARES TR		ESG MSCI KLD ETF	3,437	+3,437	$0	$489,329	+$489,329
TLH ISHARES TR		10-20 YR TRS ETF	4,616	+4,616	$0	$463,216	+$463,216
USFR WISDOMTREE TR		FLOATNG RAT TREA	8,183	+8,183	$0	$411,989	+$411,989
QSIG WISDOMTREE TR		US SHT TRM CORP	8,340	+8,340	$0	$403,028	+$403,028
WTAI WISDOMTREE TR		ARTI INT INN FD	8,381	+8,381	$0	$397,838	+$397,838
XLRE SELECT SECTOR SPDR TR		ST STR REAL ETF	7,590	+7,590	$0	$334,208	+$334,208
XLK SELECT SECTOR SPDR TR		ST STR TECHN ETF	1,660	+1,660	$0	$316,192	+$316,192
LCTU BLACKROCK ETF TRUST		ISHA US AWAR ETF	3,914	+3,914	$0	$313,713	+$313,713
EUSB ISHARES TR		ESG ADVAN ETF	7,209	+7,209	$0	$313,213	+$313,213
QHY WISDOMTREE TR		US HGH YLD CORP	5,861	+5,861	$0	$268,480	+$268,480
VIG VANGUARD SPECIALIZED FUNDS		DIV APP ETF	1,077	+1,077	$0	$254,737	+$254,737
BIV VANGUARD BD INDEX FDS		INTERMED TERM	2,919	+2,919	$0	$223,887	+$223,887
ELD WISDOMTREE TR		EM LCL DEBT FD	7,793	+7,793	$0	$223,665	+$223,665
IWD ISHARES TR		RUS 1000 VAL ETF	891	+891	$0	$215,944	+$215,944
XLC SELECT SECTOR SPDR TR		ST STR SVC ETF	2,001	+2,001	$0	$214,382	+$214,382
VNQ VANGUARD INDEX FDS		REAL ESTATE ETF	2,186	+2,186	$0	$210,782	+$210,782
USXF ISHARES TR		ESG MSCI USA ETF	3,033	+3,033	$0	$210,639	+$210,639
NMT NUVEEN MASS QUALITY MUN INC		COM	12,173	+12,173	$0	$158,127	+$158,127

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