Cornerstone Wealth Advisors

Cornerstone Wealth Advisors as of March 31, 2021

Portfolio Holdings for Cornerstone Wealth Advisors

Cornerstone Wealth Advisors holds 37 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Short Term Treas (VGSH) 25.4 $67M 1.1M 61.52
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 13.1 $35M 420k 82.50
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 8.9 $24M 182k 129.78
Vanguard Index Fds Growth Etf (VUG) 7.5 $20M 77k 257.04
Vanguard Index Fds Value Etf (VTV) 6.9 $18M 139k 131.46
Vanguard Index Fds Sml Cp Grw Etf (VBK) 4.1 $11M 39k 274.64
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 4.0 $11M 112k 96.03
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 4.0 $11M 163k 65.28
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 3.4 $9.0M 182k 49.11
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 3.1 $8.3M 260k 31.78
Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.6 $7.0M 186k 37.62
Vanguard Index Fds Sm Cp Val Etf (VBR) 2.4 $6.2M 38k 165.61
Ishares Tr Rus 1000 Grw Etf (IWF) 2.2 $5.7M 24k 243.03
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.7 $4.5M 87k 52.05
Ishares Tr Rus 2000 Val Etf (IWN) 1.4 $3.6M 23k 159.49
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 1.3 $3.3M 85k 39.42
Ishares Tr Rus 2000 Grw Etf (IWO) 1.2 $3.3M 11k 300.73
Ishares Tr Rus 1000 Val Etf (IWD) 1.2 $3.2M 21k 151.53
Vanguard Index Fds Small Cp Etf (VB) 1.0 $2.7M 13k 214.11
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.7 $1.8M 14k 128.38
Schwab Strategic Tr Intrm Trm Tres (SCHR) 0.6 $1.6M 29k 56.40
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.5 $1.3M 18k 71.83
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $1.2M 3.00 385666.67
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $1.1M 4.4k 255.58
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.4 $1.1M 11k 99.64
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $793k 3.8k 206.78
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $577k 11k 53.36
Apple (AAPL) 0.2 $496k 4.1k 122.23
Ishares Tr Msci Eafe Etf (EFA) 0.2 $447k 5.9k 75.87
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $390k 6.4k 60.61
Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $368k 6.0k 61.08
3M Company (MMM) 0.1 $332k 1.7k 192.46
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $260k 4.0k 65.00
Workiva Com Cl A (WK) 0.1 $241k 2.7k 88.12
Target Corporation (TGT) 0.1 $238k 1.2k 198.17
Macquarie Infrastructure Cor Note 2.000%10/0 (Principal) 0.0 $40k 40k 1.00
Fireeye Note 1.625% 6/0 (Principal) 0.0 $35k 35k 1.00