Cornerstone Wealth Advisors

Cornerstone Wealth Advisors as of June 30, 2021

Portfolio Holdings for Cornerstone Wealth Advisors

Cornerstone Wealth Advisors holds 39 positions in its portfolio as reported in the June 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 $72M 1.2M 61.40
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 13.6 $39M 469k 82.55
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 9.8 $28M 191k 146.49
Vanguard Index Fds Growth Etf (VUG) 8.4 $24M 83k 287.33
Vanguard Index Fds Value Etf (VTV) 6.9 $20M 141k 138.39
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 4.1 $12M 170k 68.84
Vanguard Index Fds Sml Cp Grw Etf (VBK) 4.1 $12M 40k 290.95
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.2 $9.0M 86k 104.55
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 3.1 $8.8M 170k 51.67
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 3.0 $8.5M 260k 32.70
Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.4 $6.9M 174k 39.53
Vanguard Index Fds Sm Cp Val Etf (VBR) 2.4 $6.7M 38k 175.33
Ishares Tr Rus 1000 Grw Etf (IWF) 2.2 $6.4M 23k 272.35
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.6 $4.5M 84k 54.02
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 1.4 $4.0M 96k 41.75
Ishares Tr Rus 2000 Val Etf (IWN) 1.3 $3.6M 22k 167.42
Ishares Tr Rus 1000 Val Etf (IWD) 1.2 $3.4M 21k 159.72
Ishares Tr Rus 2000 Grw Etf (IWO) 1.1 $3.3M 10k 314.10
Vanguard Index Fds Small Cp Etf (VB) 0.8 $2.4M 11k 226.85
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.7 $1.9M 14k 136.52
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $1.3M 3.00 421000.00
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.4 $1.2M 17k 74.21
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $1.0M 3.6k 280.22
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $969k 9.2k 104.89
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $859k 3.8k 223.99
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $593k 11k 54.84
Apple (AAPL) 0.2 $557k 4.1k 137.26
Ishares Tr Msci Eafe Etf (EFA) 0.2 $465k 5.9k 79.05
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $439k 8.5k 51.89
3M Company (MMM) 0.1 $406k 2.0k 199.02
S&p Global (SPGI) 0.1 $394k 955.00 412.57
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $342k 5.4k 63.45
Workiva Com Cl A (WK) 0.1 $309k 2.7k 112.98
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $292k 4.0k 73.00
Target Corporation (TGT) 0.1 $286k 1.2k 243.20
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $260k 657.00 395.74
Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $227k 3.7k 62.19
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