Cornerstone Wealth Advisors

Cornerstone Wealth Advisors as of March 31, 2024

Portfolio Holdings for Cornerstone Wealth Advisors

Cornerstone Wealth Advisors holds 45 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Short Term Treas (VGSH) 21.2 $69M 1.2M 58.07
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 13.4 $43M 885k 49.05
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 12.8 $42M 448k 92.72
Vanguard Index Fds Growth Etf (VUG) 10.0 $33M 94k 344.20
Vanguard Index Fds Value Etf (VTV) 8.9 $29M 177k 162.86
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 4.5 $15M 192k 75.98
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 4.5 $15M 288k 50.17
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.1 $10M 261k 39.02
Vanguard Index Fds Sml Cp Grw Etf (VBK) 3.0 $9.7M 37k 260.72
Vanguard Index Fds Sm Cp Val Etf (VBR) 2.1 $6.8M 36k 191.88
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.9 $6.2M 100k 62.06
Ishares Tr Rus 1000 Grw Etf (IWF) 1.7 $5.6M 17k 337.04
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.6 $5.3M 208k 25.25
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.3 $4.2M 87k 48.21
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.1 $3.6M 85k 41.77
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 1.0 $3.2M 90k 35.80
Ishares Tr Rus 1000 Val Etf (IWD) 0.9 $2.9M 16k 179.11
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.8 $2.7M 23k 116.84
Ishares Tr Rus 2000 Grw Etf (IWO) 0.6 $1.9M 7.0k 270.81
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.6 $1.8M 31k 58.55
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $1.7M 4.1k 420.52
Ishares Tr Rus 2000 Val Etf (IWN) 0.5 $1.7M 10k 158.81
Apple (AAPL) 0.5 $1.6M 9.1k 171.48
Vanguard Index Fds Small Cp Etf (VB) 0.4 $1.3M 5.6k 228.59
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $1.3M 2.00 634440.00
UnitedHealth (UNH) 0.4 $1.2M 2.4k 494.70
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $1.0M 4.0k 259.90
NVIDIA Corporation (NVDA) 0.3 $914k 1.0k 903.56
Tesla Motors (TSLA) 0.3 $835k 4.8k 175.79
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $746k 7.2k 103.79
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $540k 11k 49.24
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $478k 7.5k 63.33
S&p Global (SPGI) 0.1 $406k 955.00 425.45
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $360k 748.00 480.70
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $325k 3.9k 84.44
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $323k 7.9k 41.08
Ishares Tr Msci Eafe Etf (EFA) 0.1 $310k 3.9k 79.86
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $287k 4.9k 58.64
Wells Fargo & Company (WFC) 0.1 $287k 4.9k 57.96
Pepsi (PEP) 0.1 $275k 1.6k 175.01
Eli Lilly & Co. (LLY) 0.1 $274k 352.00 777.96
Amazon (AMZN) 0.1 $241k 1.3k 180.38
McDonald's Corporation (MCD) 0.1 $208k 738.00 281.95
Microsoft Corporation (MSFT) 0.1 $203k 483.00 420.76
Ringcentral Note 3/0 (Principal) 0.0 $28k 30k 0.95