Cornerstone Wealth Advisors

Cornerstone Wealth Advisors as of Dec. 31, 2021

Portfolio Holdings for Cornerstone Wealth Advisors

Cornerstone Wealth Advisors holds 40 positions in its portfolio as reported in the December 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 $77M 1.3M 60.83
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 13.4 $41M 499k 81.26
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 10.2 $31M 187k 163.75
Vanguard Index Fds Growth Etf (VUG) 8.9 $27M 84k 320.90
Vanguard Index Fds Value Etf (VTV) 7.4 $22M 152k 147.11
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 4.5 $14M 185k 73.22
Vanguard Index Fds Sml Cp Grw Etf (VBK) 3.5 $11M 38k 281.79
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 3.5 $11M 208k 51.06
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.6 $7.9M 69k 113.81
Vanguard Index Fds Sm Cp Val Etf (VBR) 2.5 $7.4M 41k 178.84
Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.4 $7.2M 186k 38.87
Ishares Tr Rus 1000 Grw Etf (IWF) 2.3 $7.0M 23k 305.58
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.1 $6.4M 218k 29.62
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 1.5 $4.5M 109k 40.93
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.3 $4.0M 81k 49.46
Ishares Tr Rus 1000 Val Etf (IWD) 1.2 $3.5M 21k 167.91
Ishares Tr Rus 2000 Val Etf (IWN) 1.1 $3.5M 21k 166.05
Ishares Tr Rus 2000 Grw Etf (IWO) 0.9 $2.7M 9.1k 293.02
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.7 $2.0M 15k 133.94
Vanguard Index Fds Small Cp Etf (VB) 0.6 $2.0M 8.7k 225.97
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $1.4M 3.00 450666.67
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.4 $1.1M 16k 73.06
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.4 $1.1M 21k 51.40
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $1.0M 3.4k 298.98
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $879k 3.6k 241.42
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $829k 8.1k 102.35
Apple (AAPL) 0.3 $803k 4.5k 177.50
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $505k 10k 48.85
Pepsi (PEP) 0.2 $497k 2.9k 173.78
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $488k 9.6k 50.85
S&p Global (SPGI) 0.2 $460k 975.00 471.79
Ishares Tr Msci Eafe Etf (EFA) 0.2 $459k 5.8k 78.70
3M Company (MMM) 0.1 $362k 2.0k 177.45
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $331k 5.4k 61.27
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $322k 3.9k 83.64
Workiva Com Cl A (WK) 0.1 $320k 2.5k 130.61
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $287k 657.00 436.83
Target Corporation (TGT) 0.1 $263k 1.1k 231.51
Macquarie Infrastr Hold Note 2.000%10/0 (Principal) 0.0 $40k 40k 1.00
Mandiant Note 1.625% 6/0 (Principal) 0.0 $35k 35k 1.00