# EDGAR Filing Document

**Accession Number:** 0001940823
**File Stem:** 0002063364-26-000122
**Filing Date:** 2026-4
**Character Count:** 16243
**Document Hash:** f128be2c8483199242cdbe8271397b0a
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002063364-26-000122.hdr.sgml**: 20260428

**ACCESSION NUMBER**: 0002063364-26-000122

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260428

**DATE AS OF CHANGE**: 20260428

**EFFECTIVENESS DATE**: 20260428

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** W.H. Cornerstone Investments Inc.
- **CENTRAL INDEX KEY:** 0001940823

**ORGANIZATION NAME:**
- **EIN:** 510405395
- **STATE OF INCORPORATION:** MA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-22672
- **FILM NUMBER:** 26903948

**BUSINESS ADDRESS:**
- **STREET 1:** 13 TREMONT STREET
- **CITY:** KINGSTON
- **STATE:** MA
- **ZIP:** 02364
- **BUSINESS PHONE:** 888.797.9009

**MAIL ADDRESS:**
- **STREET 1:** 13 TREMONT STREET
- **CITY:** KINGSTON
- **STATE:** MA
- **ZIP:** 02364

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** W.H. Cornerstone Investments Inc.<br>**Address:** 13 TREMONT STREET<br>KINGSTON, MA 02364

**Form 13F File Number:** 028-22672

**CRD Number (if applicable):** 000119725

**SEC File Number (if applicable):** 801-117397

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Jim Cullen<br>**Title:** Filing Agent<br>**Phone:** 401-466-6010

**Signature, Place, and Date of Signing:**

Jim Cullen  East Providence, RI  04-28-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 129

**Form 13F Information Table Value Total:** $159967664

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBOTT LABORATORIES | COM | 002824100 |  | 505320 | 4922 | SH |  | SOLE | 0 | 0 | 0 | 4922 |
| ABBVIE INC | COM | 00287Y109 |  | 373376 | 1717 | SH |  | SOLE | 0 | 0 | 0 | 1717 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 242905 | 1225 | SH |  | SOLE | 0 | 0 | 0 | 1225 |
| AFLAC INC | COM | 001055102 |  | 1123512 | 10241 | SH |  | SOLE | 0 | 0 | 0 | 10241 |
| AIR PRODUCTS AND CHEMICALS I | COM | 009158106 |  | 435860 | 1500 | SH |  | SOLE | 0 | 0 | 0 | 1500 |
| ALBEMARLE CORP | COM | 012653101 |  | 270013 | 1504 | SH |  | SOLE | 0 | 0 | 0 | 1504 |
| ALLEGION PLC | ORD SHS | G0176J109 |  | 530308 | 3650 | SH |  | SOLE | 0 | 0 | 0 | 3650 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 5014869 | 17439 | SH |  | SOLE | 0 | 0 | 0 | 17439 |
| AMAZON COM INC | COM | 023135106 |  | 4566736 | 21927 | SH |  | SOLE | 0 | 0 | 0 | 21927 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 |  | 894873 | 8101 | SH |  | SOLE | 0 | 0 | 0 | 8101 |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 |  | 505996 | 5067 | SH |  | SOLE | 0 | 0 | 0 | 5067 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 |  | 752105 | 5738 | SH |  | SOLE | 0 | 0 | 0 | 5738 |
| AMERICAN WTR WKS CO INC NEW | COM | 030420103 |  | 484743 | 3562 | SH |  | SOLE | 0 | 0 | 0 | 3562 |
| AMGEN INC | COM | 031162100 |  | 369555 | 1050 | SH |  | SOLE | 0 | 0 | 0 | 1050 |
| APPLE INC | COM | 037833100 |  | 6816325 | 26858 | SH |  | SOLE | 0 | 0 | 0 | 26858 |
| ATMOS ENERGY CORP | COM | 049560105 |  | 731718 | 3961 | SH |  | SOLE | 0 | 0 | 0 | 3961 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 503471 | 2478 | SH |  | SOLE | 0 | 0 | 0 | 2478 |
| AUTOZONE INC | COM | 053332102 |  | 405334 | 120 | SH |  | SOLE | 0 | 0 | 0 | 120 |
| BECTON DICKINSON  CO | COM | 075887109 |  | 492395 | 3132 | SH |  | SOLE | 0 | 0 | 0 | 3132 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 241996 | 505 | SH |  | SOLE | 0 | 0 | 0 | 505 |
| BLACKROCK ETF TRUST | ISHARES US CARBO | 09290C509 |  | 258367 | 3684 | SH |  | SOLE | 0 | 0 | 0 | 3684 |
| BLACKROCK INC | COM | 09290D101 |  | 734341 | 764 | SH |  | SOLE | 0 | 0 | 0 | 764 |
| BROADCOM INC | COM | 11135F101 |  | 390609 | 1262 | SH |  | SOLE | 0 | 0 | 0 | 1262 |
| BROWN  BROWN INC | COM | 115236101 |  | 233338 | 3578 | SH |  | SOLE | 0 | 0 | 0 | 3578 |
| CARPENTER TECHNOLOGY CORP | COM | 144285103 |  | 245685 | 623 | SH |  | SOLE | 0 | 0 | 0 | 623 |
| CELESTICA INC | COM | 15101Q207 |  | 387310 | 1375 | SH |  | SOLE | 0 | 0 | 0 | 1375 |
| CHEMED CORP NEW | COM | 16359R103 |  | 234216 | 620 | SH |  | SOLE | 0 | 0 | 0 | 620 |
| CHEVRON CORPORATION | COM | 166764100 |  | 614367 | 2969 | SH |  | SOLE | 0 | 0 | 0 | 2969 |
| CHUBB LTD SWITZ | COM | H1467J104 |  | 387168 | 1188 | SH |  | SOLE | 0 | 0 | 0 | 1188 |
| CHURCH  DWIGHT CO INC | COM | 171340102 |  | 377068 | 4041 | SH |  | SOLE | 0 | 0 | 0 | 4041 |
| CINTAS CORP | COM | 172908105 |  | 293347 | 1734 | SH |  | SOLE | 0 | 0 | 0 | 1734 |
| CISCO SYS INC | COM | 17275R102 |  | 621501 | 8010 | SH |  | SOLE | 0 | 0 | 0 | 8010 |
| CME GROUP INC | COM | 12572Q105 |  | 258788 | 876 | SH |  | SOLE | 0 | 0 | 0 | 876 |
| COCA COLA CO | COM | 191216100 |  | 355437 | 4674 | SH |  | SOLE | 0 | 0 | 0 | 4674 |
| CONSOLIDATED EDISON INC | COM | 209115104 |  | 304244 | 2688 | SH |  | SOLE | 0 | 0 | 0 | 2688 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 |  | 4235820 | 4251 | SH |  | SOLE | 0 | 0 | 0 | 4251 |
| D R HORTON INC | COM | 23331A109 |  | 213514 | 1556 | SH |  | SOLE | 0 | 0 | 0 | 1556 |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 |  | 3121661 | 89088 | SH |  | SOLE | 0 | 0 | 0 | 89088 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 |  | 2752956 | 79680 | SH |  | SOLE | 0 | 0 | 0 | 79680 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 |  | 1553636 | 39392 | SH |  | SOLE | 0 | 0 | 0 | 39392 |
| DIMENSIONAL ETF TRUST | DIMENSIONAL INTE | 25434V575 |  | 2471487 | 47120 | SH |  | SOLE | 0 | 0 | 0 | 47120 |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 25434V658 |  | 1371436 | 51597 | SH |  | SOLE | 0 | 0 | 0 | 51597 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 395985 | 3024 | SH |  | SOLE | 0 | 0 | 0 | 3024 |
| EATON CORP PLC | SHS | G29183103 |  | 893817 | 2499 | SH |  | SOLE | 0 | 0 | 0 | 2499 |
| EBAY INC. | COM | 278642103 |  | 230617 | 2534 | SH |  | SOLE | 0 | 0 | 0 | 2534 |
| ECOLAB INC | COM | 278865100 |  | 1256751 | 4724 | SH |  | SOLE | 0 | 0 | 0 | 4724 |
| ELI LILLY  CO | COM | 532457108 |  | 575770 | 626 | SH |  | SOLE | 0 | 0 | 0 | 626 |
| EMCOR GROUP INC | COM | 29084Q100 |  | 253240 | 343 | SH |  | SOLE | 0 | 0 | 0 | 343 |
| EOG RES INC | COM | 26875P101 |  | 523104 | 3618 | SH |  | SOLE | 0 | 0 | 0 | 3618 |
| EQUINIX INC | COM | 29444U700 |  | 438046 | 447 | SH |  | SOLE | 0 | 0 | 0 | 447 |
| ESSENTIAL UTILS INC | COM | 29670G102 |  | 224344 | 5571 | SH |  | SOLE | 0 | 0 | 0 | 5571 |
| EVERSOURCE ENERGY | COM | 30040W108 |  | 285957 | 4128 | SH |  | SOLE | 0 | 0 | 0 | 4128 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 1818906 | 10721 | SH |  | SOLE | 0 | 0 | 0 | 10721 |
| FEDEX CORP | COM | 31428X106 |  | 201760 | 566 | SH |  | SOLE | 0 | 0 | 0 | 566 |
| GENUINE PARTS CO | COM | 372460105 |  | 230006 | 2175 | SH |  | SOLE | 0 | 0 | 0 | 2175 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 825104 | 975 | SH |  | SOLE | 0 | 0 | 0 | 975 |
| HOME DEPOT INC | COM | 437076102 |  | 307164 | 934 | SH |  | SOLE | 0 | 0 | 0 | 934 |
| INGREDION INC | COM | 457187102 |  | 304250 | 2701 | SH |  | SOLE | 0 | 0 | 0 | 2701 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 401742 | 1657 | SH |  | SOLE | 0 | 0 | 0 | 1657 |
| INTUIT | COM | 461202103 |  | 247086 | 571 | SH |  | SOLE | 0 | 0 | 0 | 571 |
| ISHARES INC | MSCI EMRG CHN | 46434G764 |  | 223001 | 2835 | SH |  | SOLE | 0 | 0 | 0 | 2835 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 262570 | 3764 | SH |  | SOLE | 0 | 0 | 0 | 3764 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 559643 | 2257 | SH |  | SOLE | 0 | 0 | 0 | 2257 |
| ISHARES TR | CORE S ETF | 464287200 |  | 2561161 | 3921 | SH |  | SOLE | 0 | 0 | 0 | 3921 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 |  | 567860 | 5332 | SH |  | SOLE | 0 | 0 | 0 | 5332 |
| ISHARES TR | CORE INTL AGGR | 46435G672 |  | 316153 | 6318 | SH |  | SOLE | 0 | 0 | 0 | 6318 |
| ISHARES TR | ESG ADVANCED UNI | 46436E619 |  | 264782 | 6087 | SH |  | SOLE | 0 | 0 | 0 | 6087 |
| ISHARES TR | ESG MSCI KLD 400 | 464288570 |  | 412252 | 3402 | SH |  | SOLE | 0 | 0 | 0 | 3402 |
| ISHARES TR | ESG AWR MSCI USA | 46435G425 |  | 395050 | 2793 | SH |  | SOLE | 0 | 0 | 0 | 2793 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 1135882 | 10701 | SH |  | SOLE | 0 | 0 | 0 | 10701 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 1269740 | 3561 | SH |  | SOLE | 0 | 0 | 0 | 3561 |
| ISHARES TR | TIPS BD ETF | 464287176 |  | 305673 | 2770 | SH |  | SOLE | 0 | 0 | 0 | 2770 |
| ISHARES TR | 0-5 YR TIPS ETF | 46429B747 |  | 301717 | 2917 | SH |  | SOLE | 0 | 0 | 0 | 2917 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 485611 | 3409 | SH |  | SOLE | 0 | 0 | 0 | 3409 |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | 46641Q647 |  | 381282 | 7627 | SH |  | SOLE | 0 | 0 | 0 | 7627 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 1887380 | 7721 | SH |  | SOLE | 0 | 0 | 0 | 7721 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 548370 | 1864 | SH |  | SOLE | 0 | 0 | 0 | 1864 |
| KLA CORP | COM NEW | 482480100 |  | 431279 | 293 | SH |  | SOLE | 0 | 0 | 0 | 293 |
| LINDE PLC | SHS | G54950103 |  | 669432 | 1350 | SH |  | SOLE | 0 | 0 | 0 | 1350 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 226297 | 374 | SH |  | SOLE | 0 | 0 | 0 | 374 |
| LOWES COS INC | COM | 548661107 |  | 658062 | 2785 | SH |  | SOLE | 0 | 0 | 0 | 2785 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 313640 | 628 | SH |  | SOLE | 0 | 0 | 0 | 628 |
| MCDONALDS CORP | COM | 580135101 |  | 319509 | 1028 | SH |  | SOLE | 0 | 0 | 0 | 1028 |
| MEDTRONIC PLC | SHS | G5960L103 |  | 1025681 | 11837 | SH |  | SOLE | 0 | 0 | 0 | 11837 |
| META PLATFORMS INC | CL A | 30303M102 |  | 588257 | 1028 | SH |  | SOLE | 0 | 0 | 0 | 1028 |
| MICROSOFT CORP | COM | 594918104 |  | 4624347 | 12492 | SH |  | SOLE | 0 | 0 | 0 | 12492 |
| NUVEEN PFD  INCOME OPPORTUN | COM | 67073B106 |  | 80295 | 10649 | SH |  | SOLE | 0 | 0 | 0 | 10649 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1384320 | 7938 | SH |  | SOLE | 0 | 0 | 0 | 7938 |
| ORACLE CORP | COM | 68389X105 |  | 330851 | 2249 | SH |  | SOLE | 0 | 0 | 0 | 2249 |
| PEPSICO INC | COM | 713448108 |  | 499154 | 3214 | SH |  | SOLE | 0 | 0 | 0 | 3214 |
| PIMCO ETF TR | INTER MUN BD ACT | 72201R866 |  | 1398067 | 26788 | SH |  | SOLE | 0 | 0 | 0 | 26788 |
| PPG INDS INC | COM | 693506107 |  | 569683 | 5330 | SH |  | SOLE | 0 | 0 | 0 | 5330 |
| PROCTER  GAMBLE CO | COM | 742718109 |  | 1748276 | 12104 | SH |  | SOLE | 0 | 0 | 0 | 12104 |
| PUBLIC STORAGE OPER CO | COM | 74460D109 |  | 317806 | 1173 | SH |  | SOLE | 0 | 0 | 0 | 1173 |
| REPUBLIC SVCS INC | COM | 760759100 |  | 723943 | 3305 | SH |  | SOLE | 0 | 0 | 0 | 3305 |
| S GLOBAL INC | COM | 78409V104 |  | 235599 | 554 | SH |  | SOLE | 0 | 0 | 0 | 554 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 255908 | 2723 | SH |  | SOLE | 0 | 0 | 0 | 2723 |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 808524854 |  | 5081274 | 203985 | SH |  | SOLE | 0 | 0 | 0 | 203985 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 |  | 3239215 | 133466 | SH |  | SOLE | 0 | 0 | 0 | 133466 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 1213523 | 48348 | SH |  | SOLE | 0 | 0 | 0 | 48348 |
| SELECT SECTOR SPDR TR | STATE STREET ENE | 81369Y506 |  | 1172837 | 19145 | SH |  | SOLE | 0 | 0 | 0 | 19145 |
| SELECT SECTOR SPDR TR | STATE STREET COM | 81369Y852 |  | 221262 | 1996 | SH |  | SOLE | 0 | 0 | 0 | 1996 |
| SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 |  | 223215 | 1680 | SH |  | SOLE | 0 | 0 | 0 | 1680 |
| SELECT SECTOR SPDR TR | STATE STREET REA | 81369Y860 |  | 307286 | 7526 | SH |  | SOLE | 0 | 0 | 0 | 7526 |
| SHERWIN WILLIAMS CO | COM | 824348106 |  | 835332 | 2606 | SH |  | SOLE | 0 | 0 | 0 | 2606 |
| SMITH A O CORP | COM | 831865209 |  | 235472 | 3571 | SH |  | SOLE | 0 | 0 | 0 | 3571 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A854 |  | 1260524 | 16469 | SH |  | SOLE | 0 | 0 | 0 | 16469 |
| STATE STR SPDR DOW JONES IND | UT SER 1 | 78467X109 |  | 1724739 | 3724 | SH |  | SOLE | 0 | 0 | 0 | 3724 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 1599198 | 2459 | SH |  | SOLE | 0 | 0 | 0 | 2459 |
| SYSCO CORP | COM | 871829107 |  | 1056565 | 14812 | SH |  | SOLE | 0 | 0 | 0 | 14812 |
| T-MOBILE US INC | COM | 872590104 |  | 618509 | 2945 | SH |  | SOLE | 0 | 0 | 0 | 2945 |
| TARGET CORP | COM | 87612E106 |  | 275796 | 2276 | SH |  | SOLE | 0 | 0 | 0 | 2276 |
| TESLA INC | COM | 88160R101 |  | 405208 | 1090 | SH |  | SOLE | 0 | 0 | 0 | 1090 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 1204723 | 2451 | SH |  | SOLE | 0 | 0 | 0 | 2451 |
| TJX COS INC NEW | COM | 872540109 |  | 506588 | 3172 | SH |  | SOLE | 0 | 0 | 0 | 3172 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 328587 | 1214 | SH |  | SOLE | 0 | 0 | 0 | 1214 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 |  | 5930099 | 123415 | SH |  | SOLE | 0 | 0 | 0 | 123415 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 21259143 | 66267 | SH |  | SOLE | 0 | 0 | 0 | 66267 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 308663 | 1421 | SH |  | SOLE | 0 | 0 | 0 | 1421 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 |  | 301730 | 6041 | SH |  | SOLE | 0 | 0 | 0 | 6041 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 838628 | 16810 | SH |  | SOLE | 0 | 0 | 0 | 16810 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 |  | 6809394 | 85901 | SH |  | SOLE | 0 | 0 | 0 | 85901 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 |  | 6022503 | 72779 | SH |  | SOLE | 0 | 0 | 0 | 72779 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 |  | 721698 | 12119 | SH |  | SOLE | 0 | 0 | 0 | 12119 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 8041976 | 125499 | SH |  | SOLE | 0 | 0 | 0 | 125499 |
| VISA INC | COM CL A | 92826C839 |  | 1446710 | 4787 | SH |  | SOLE | 0 | 0 | 0 | 4787 |
| WALMART INC | COM | 931142103 |  | 1965614 | 15816 | SH |  | SOLE | 0 | 0 | 0 | 15816 |
| WILLIAMS COS INC | COM | 969457100 |  | 205174 | 2819 | SH |  | SOLE | 0 | 0 | 0 | 2819 |
| WISDOMTREE TR | ARTIFICIAL INTEL | 97717Y543 |  | 236591 | 8381 | SH |  | SOLE | 0 | 0 | 0 | 8381 |

---