Cornerstone Wealth Advisors

Cornerstone Wealth Advisors as of June 30, 2022

Portfolio Holdings for Cornerstone Wealth Advisors

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Short Term Treas (VGSH) 25.3 $66M 1.1M 58.86
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 10.3 $27M 524k 51.60
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 8.7 $23M 392k 57.99
Vanguard Index Fds Growth Etf (VUG) 8.0 $21M 94k 222.89
Vanguard Index Fds Value Etf (VTV) 8.0 $21M 159k 131.88
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 5.1 $14M 274k 49.19
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 4.3 $11M 179k 62.42
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) 4.2 $11M 270k 40.80
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.3 $8.8M 196k 44.66
Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.8 $7.4M 237k 31.45
Vanguard Index Fds Sml Cp Grw Etf (VBK) 2.0 $5.3M 27k 197.02
Schwab Strategic Tr Us Reit Etf (SCHH) 1.9 $5.0M 236k 21.09
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.8 $4.8M 191k 25.38
Ishares Tr Rus 1000 Grw Etf (IWF) 1.8 $4.8M 22k 218.68
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.7 $4.3M 29k 149.83
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 1.3 $3.5M 112k 31.23
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.2 $3.2M 77k 41.65
Ishares Tr Rus 1000 Val Etf (IWD) 1.1 $3.0M 21k 144.95
Ishares Tr Rus 2000 Val Etf (IWN) 0.8 $2.1M 16k 136.15
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.8 $2.1M 27k 76.24
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.6 $1.7M 16k 103.21
Ishares Tr Rus 2000 Grw Etf (IWO) 0.6 $1.6M 7.6k 206.28
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $1.2M 3.00 409000.00
Vanguard Index Fds Small Cp Etf (VB) 0.5 $1.2M 6.9k 176.17
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.4 $1.2M 23k 50.11
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $900k 3.3k 273.14
Tesla Motors (TSLA) 0.3 $881k 1.3k 673.55
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.3 $793k 15k 54.55
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $687k 3.6k 188.68
Apple (AAPL) 0.2 $596k 4.4k 136.67
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $478k 12k 39.00
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $466k 12k 40.11
Pepsi (PEP) 0.1 $373k 2.2k 166.59
Ishares Tr Msci Eafe Etf (EFA) 0.1 $363k 5.8k 62.51
S&p Global (SPGI) 0.1 $329k 975.00 337.44
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $286k 5.7k 50.04
3M Company (MMM) 0.1 $262k 2.0k 129.26
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $232k 3.9k 60.26
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $228k 657.00 347.03
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $210k 2.3k 90.95
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 $25k 30k 0.83