Cornerstone Wealth Advisors

Cornerstone Wealth Advisors as of March 31, 2023

Portfolio Holdings for Cornerstone Wealth Advisors

Cornerstone Wealth Advisors holds 43 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Short Term Treas (VGSH) 22.8 $63M 1.1M 58.54
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 11.1 $31M 608k 50.43
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 10.7 $30M 453k 65.17
Vanguard Index Fds Growth Etf (VUG) 9.0 $25M 99k 249.44
Vanguard Index Fds Value Etf (VTV) 8.8 $24M 175k 138.11
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 4.4 $12M 268k 45.17
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 4.2 $12M 176k 65.58
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.3 $9.1M 262k 34.80
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 3.3 $9.0M 185k 48.79
Vanguard Index Fds Sml Cp Grw Etf (VBK) 2.4 $6.7M 31k 216.41
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.4 $6.6M 137k 48.37
Schwab Strategic Tr Us Reit Etf (SCHH) 2.0 $5.5M 280k 19.50
Ishares Tr Rus 1000 Grw Etf (IWF) 2.0 $5.4M 22k 244.33
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.9 $5.1M 208k 24.52
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.7 $4.6M 29k 158.76
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 1.5 $4.1M 122k 33.71
Ishares Tr Rus 1000 Val Etf (IWD) 1.0 $2.7M 18k 152.26
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.0 $2.6M 65k 40.40
Ishares Tr Rus 2000 Grw Etf (IWO) 0.7 $1.9M 8.5k 226.83
Ishares Tr Rus 2000 Val Etf (IWN) 0.7 $1.9M 14k 137.02
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.7 $1.9M 31k 59.96
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $1.4M 3.00 465600.00
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.5 $1.3M 12k 109.24
Vanguard Index Fds Small Cp Etf (VB) 0.4 $1.1M 5.9k 189.56
UnitedHealth (UNH) 0.4 $1.1M 2.3k 472.59
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $931k 3.0k 308.77
Tesla Motors (TSLA) 0.3 $845k 4.1k 207.46
Apple (AAPL) 0.3 $752k 4.6k 164.90
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.3 $752k 13k 59.51
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $743k 3.6k 204.10
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $680k 7.3k 93.68
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $491k 12k 41.93
Pepsi (PEP) 0.1 $363k 2.0k 182.30
S&p Global (SPGI) 0.1 $329k 955.00 344.77
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $294k 7.5k 39.46
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $286k 5.3k 53.47
Ishares Tr Msci Eafe Etf (EFA) 0.1 $285k 4.0k 71.52
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $247k 657.00 376.07
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $246k 3.9k 63.89
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $227k 4.8k 47.82
3M Company (MMM) 0.1 $213k 2.0k 105.11
McDonald's Corporation (MCD) 0.1 $206k 738.00 279.61
Ringcentral Note 3/0 (Principal) 0.0 $27k 30k 0.88