Cornerstone Wealth Advisors

Cornerstone Wealth Advisors as of Sept. 30, 2024

Portfolio Holdings for Cornerstone Wealth Advisors

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 22.1 $79M 1.6M 50.60
Vanguard Scottsdale Fds Short Term Treas (VGSH) 12.9 $47M 789k 59.02
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 12.8 $46M 441k 104.18
Vanguard Index Fds Growth Etf (VUG) 10.1 $36M 95k 383.93
Vanguard Index Fds Value Etf (VTV) 9.0 $32M 185k 174.57
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 4.5 $16M 305k 52.81
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 4.2 $15M 189k 80.37
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.1 $11M 274k 41.12
Vanguard Index Fds Sml Cp Grw Etf (VBK) 2.9 $10M 39k 267.37
Vanguard Index Fds Sm Cp Val Etf (VBR) 2.3 $8.3M 42k 200.78
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.8 $6.4M 95k 67.85
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.7 $6.1M 209k 29.18
Ishares Tr Rus 1000 Grw Etf (IWF) 1.5 $5.4M 14k 375.37
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.3 $4.5M 95k 47.85
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.9 $3.1M 80k 38.53
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.8 $3.1M 24k 125.96
Ishares Tr Rus 1000 Val Etf (IWD) 0.8 $3.0M 16k 189.80
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.8 $2.9M 59k 48.98
Apple (AAPL) 0.6 $2.2M 9.4k 232.99
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.6 $2.0M 33k 60.42
Ishares Tr Rus 2000 Grw Etf (IWO) 0.5 $1.9M 6.7k 283.99
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $1.8M 3.9k 460.26
Ishares Tr Rus 2000 Val Etf (IWN) 0.4 $1.6M 9.5k 166.82
UnitedHealth (UNH) 0.4 $1.4M 2.4k 584.80
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $1.4M 2.00 691180.00
Vanguard Index Fds Small Cp Etf (VB) 0.4 $1.4M 5.8k 237.21
Tesla Motors (TSLA) 0.3 $1.2M 4.6k 261.63
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $1.0M 3.7k 283.16
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $783k 7.3k 107.65
NVIDIA Corporation (NVDA) 0.2 $738k 6.1k 121.44
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $552k 11k 51.50
S&p Global (SPGI) 0.1 $493k 955.00 516.62
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $459k 6.8k 67.70
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $369k 3.9k 95.75
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $347k 658.00 527.67
Microsoft Corporation (MSFT) 0.1 $323k 751.00 430.16
Ishares Tr Msci Eafe Etf (EFA) 0.1 $323k 3.9k 83.63
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $320k 7.0k 45.86
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 0.1 $315k 6.7k 47.25
Costco Wholesale Corporation (COST) 0.1 $302k 340.00 886.87
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $298k 4.7k 62.99
Eli Lilly & Co. (LLY) 0.1 $295k 333.00 885.94
Amazon (AMZN) 0.1 $275k 1.5k 186.33
Wells Fargo & Company (WFC) 0.1 $269k 4.8k 56.49
Pepsi (PEP) 0.1 $267k 1.6k 170.05
Vanguard World Esg Us Stk Etf (ESGV) 0.1 $250k 2.5k 101.65
Ishares Tr Esg Aware Msci (ESML) 0.1 $232k 5.6k 41.82
McDonald's Corporation (MCD) 0.1 $225k 738.00 304.51
Ringcentral Note 3/0 (Principal) 0.0 $29k 30k 0.97