Cornerstone Wealth Advisors

Cornerstone Wealth Advisors as of March 31, 2022

Portfolio Holdings for Cornerstone Wealth Advisors

Cornerstone Wealth Advisors holds 43 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Short Term Treas (VGSH) 27.4 $79M 1.3M 59.26
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 12.2 $35M 453k 78.09
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 9.6 $28M 370k 74.82
Vanguard Index Fds Growth Etf (VUG) 8.5 $25M 86k 287.60
Vanguard Index Fds Value Etf (VTV) 7.7 $22M 151k 147.78
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 4.4 $13M 180k 71.39
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 4.3 $13M 262k 48.03
Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.7 $7.9M 217k 36.72
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.4 $6.9M 128k 53.85
Vanguard Index Fds Sml Cp Grw Etf (VBK) 2.3 $6.8M 27k 248.14
Ishares Tr Rus 1000 Grw Etf (IWF) 2.1 $6.1M 22k 277.61
Schwab Strategic Tr Us Reit Etf (SCHH) 1.9 $5.4M 216k 24.89
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.8 $5.3M 30k 175.94
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.8 $5.1M 184k 27.77
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 1.4 $4.2M 110k 37.97
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.2 $3.6M 77k 46.14
Ishares Tr Rus 1000 Val Etf (IWD) 1.2 $3.4M 21k 165.98
Ishares Tr Rus 2000 Val Etf (IWN) 0.9 $2.6M 16k 161.41
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.7 $1.9M 15k 123.89
Ishares Tr Rus 2000 Grw Etf (IWO) 0.6 $1.8M 7.1k 255.79
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $1.6M 3.00 529000.00
Vanguard Index Fds Small Cp Etf (VB) 0.5 $1.5M 7.0k 212.46
Tesla Motors (TSLA) 0.5 $1.4M 1.3k 1077.98
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $1.2M 3.4k 353.05
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.3 $1.0M 15k 66.33
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.3 $974k 19k 51.20
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $829k 3.6k 227.68
Apple (AAPL) 0.3 $761k 4.4k 174.50
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $609k 13k 47.33
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $450k 10k 45.18
Ishares Tr Msci Eafe Etf (EFA) 0.1 $427k 5.8k 73.53
S&p Global (SPGI) 0.1 $400k 975.00 410.26
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $383k 7.7k 49.56
Pepsi (PEP) 0.1 $375k 2.2k 167.49
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $330k 5.7k 57.61
3M Company (MMM) 0.1 $302k 2.0k 148.99
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $294k 3.9k 76.36
Workiva Com Cl A (WK) 0.1 $289k 2.5k 117.96
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $273k 657.00 415.53
Target Corporation (TGT) 0.1 $234k 1.1k 212.53
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
Ringcentral Note 3/0 (Principal) 0.0 $26k 30k 0.87