Cornerstone Wealth Advisors

Cornerstone Wealth Advisors as of June 30, 2024

Portfolio Holdings for Cornerstone Wealth Advisors

Cornerstone Wealth Advisors holds 49 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Short Term Treas (VGSH) 21.1 $70M 1.2M 57.99
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 13.4 $45M 917k 48.77
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 13.3 $45M 442k 100.84
Vanguard Index Fds Growth Etf (VUG) 10.5 $35M 94k 374.01
Vanguard Index Fds Value Etf (VTV) 8.6 $29M 178k 160.41
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 4.3 $14M 290k 49.42
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 4.2 $14M 190k 74.08
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.0 $10M 260k 38.42
Vanguard Index Fds Sml Cp Grw Etf (VBK) 2.8 $9.4M 38k 250.13
Vanguard Index Fds Sm Cp Val Etf (VBR) 2.1 $6.9M 38k 182.52
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.9 $6.2M 97k 64.25
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.6 $5.5M 207k 26.56
Ishares Tr Rus 1000 Grw Etf (IWF) 1.6 $5.3M 15k 364.50
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.5 $4.9M 102k 48.13
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.2 $3.9M 88k 43.76
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.9 $2.9M 82k 35.58
Ishares Tr Rus 1000 Val Etf (IWD) 0.8 $2.8M 16k 174.47
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.8 $2.7M 23k 117.49
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.6 $1.9M 33k 58.23
Apple (AAPL) 0.6 $1.9M 8.9k 210.61
Ishares Tr Rus 2000 Grw Etf (IWO) 0.5 $1.8M 6.7k 262.55
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $1.7M 4.1k 406.80
Ishares Tr Rus 2000 Val Etf (IWN) 0.5 $1.5M 10k 152.30
Vanguard Index Fds Small Cp Etf (VB) 0.4 $1.2M 5.7k 218.04
UnitedHealth (UNH) 0.4 $1.2M 2.4k 509.36
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $1.2M 2.00 612241.00
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $1.0M 3.8k 267.51
Tesla Motors (TSLA) 0.3 $912k 4.6k 197.88
NVIDIA Corporation (NVDA) 0.2 $751k 6.1k 123.54
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $750k 7.3k 102.30
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $506k 11k 47.45
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $452k 7.3k 61.64
S&p Global (SPGI) 0.1 $426k 955.00 446.00
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $356k 3.9k 92.54
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $329k 658.00 500.13
Eli Lilly & Co. (LLY) 0.1 $319k 352.00 905.38
Ishares Tr Msci Eafe Etf (EFA) 0.1 $306k 3.9k 78.33
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 0.1 $303k 6.8k 44.60
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $298k 7.0k 42.59
Amazon (AMZN) 0.1 $296k 1.5k 193.25
Costco Wholesale Corporation (COST) 0.1 $289k 340.00 850.33
Wells Fargo & Company (WFC) 0.1 $283k 4.8k 59.39
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $276k 4.7k 58.64
Microsoft Corporation (MSFT) 0.1 $271k 606.00 446.76
Pepsi (PEP) 0.1 $259k 1.6k 164.93
Vanguard World Esg Us Stk Etf (ESGV) 0.1 $237k 2.5k 96.62
Ishares Tr Esg Aware Msci (ESML) 0.1 $214k 5.6k 38.50
Alphabet Cap Stk Cl A (GOOGL) 0.1 $202k 1.1k 182.15
Ringcentral Note 3/0 (Principal) 0.0 $29k 30k 0.95