Cornerstone Wealth Advisors

Cornerstone Wealth Advisors as of June 30, 2023

Portfolio Holdings for Cornerstone Wealth Advisors

Cornerstone Wealth Advisors holds 45 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Short Term Treas (VGSH) 21.3 $62M 1.1M 57.73
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 11.6 $34M 450k 74.95
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 11.5 $33M 676k 49.28
Vanguard Index Fds Growth Etf (VUG) 9.6 $28M 98k 282.96
Vanguard Index Fds Value Etf (VTV) 8.6 $25M 175k 142.10
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 4.5 $13M 280k 46.18
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 4.2 $12M 180k 67.09
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.2 $9.4M 262k 35.65
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 2.9 $8.4M 175k 48.06
Vanguard Index Fds Sml Cp Grw Etf (VBK) 2.5 $7.4M 32k 229.74
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.2 $6.3M 121k 52.37
Ishares Tr Rus 1000 Grw Etf (IWF) 2.0 $5.9M 21k 275.17
Schwab Strategic Tr Us Reit Etf (SCHH) 1.9 $5.4M 279k 19.53
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.7 $5.0M 204k 24.63
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.7 $5.0M 30k 165.40
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 1.4 $4.0M 120k 33.77
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.0 $3.0M 73k 40.68
Ishares Tr Rus 1000 Val Etf (IWD) 0.9 $2.8M 18k 157.83
Ishares Tr Rus 2000 Grw Etf (IWO) 0.7 $2.1M 8.7k 242.67
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.7 $2.0M 34k 58.66
Ishares Tr Rus 2000 Val Etf (IWN) 0.6 $1.9M 13k 140.80
Apple (AAPL) 0.6 $1.7M 8.9k 193.97
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $1.6M 3.00 517810.00
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.5 $1.5M 14k 110.48
Tesla Motors (TSLA) 0.4 $1.2M 4.8k 261.77
Vanguard Index Fds Small Cp Etf (VB) 0.4 $1.1M 5.8k 198.89
UnitedHealth (UNH) 0.4 $1.1M 2.3k 480.64
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $977k 2.9k 341.00
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $910k 4.1k 220.28
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $702k 7.4k 95.41
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $693k 12k 58.98
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $498k 11k 43.80
S&p Global (SPGI) 0.1 $383k 955.00 400.89
Pepsi (PEP) 0.1 $368k 2.0k 185.22
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $303k 7.7k 39.56
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $291k 5.3k 54.41
Ishares Tr Msci Eafe Etf (EFA) 0.1 $281k 3.9k 72.50
NVIDIA Corporation (NVDA) 0.1 $279k 660.00 423.02
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $271k 3.9k 70.48
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $268k 657.00 407.28
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $225k 4.8k 47.42
McDonald's Corporation (MCD) 0.1 $220k 738.00 298.41
Wells Fargo & Company (WFC) 0.1 $211k 4.9k 42.68
3M Company (MMM) 0.1 $203k 2.0k 100.09
Ringcentral Note 3/0 (Principal) 0.0 $28k 30k 0.92