Cornerstone Wealth Advisors

Cornerstone Wealth Advisors as of Dec. 31, 2024

Portfolio Holdings for Cornerstone Wealth Advisors

Cornerstone Wealth Advisors holds 52 positions in its portfolio as reported in the December 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 $80M 3.3M 24.29
Vanguard Scottsdale Fds Short Term Treas (VGSH) 13.2 $48M 828k 58.18
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 13.1 $48M 1.7M 27.87
Vanguard Index Fds Growth Etf (VUG) 10.5 $38M 93k 410.44
Vanguard Index Fds Value Etf (VTV) 8.7 $32M 188k 169.30
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 4.3 $16M 327k 47.82
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 4.2 $15M 580k 26.07
Vanguard Index Fds Sml Cp Grw Etf (VBK) 3.0 $11M 39k 280.06
Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.9 $11M 566k 18.50
Vanguard Index Fds Sm Cp Val Etf (VBR) 2.4 $8.6M 44k 198.18
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.7 $6.3M 272k 23.18
Ishares Tr Rus 1000 Grw Etf (IWF) 1.5 $5.5M 14k 401.57
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.5 $5.5M 208k 26.63
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.2 $4.3M 98k 44.04
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.8 $2.9M 26k 114.48
Ishares Tr Rus 1000 Val Etf (IWD) 0.8 $2.9M 16k 185.13
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.8 $2.9M 83k 34.33
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.7 $2.7M 112k 24.06
Apple (AAPL) 0.6 $2.3M 9.4k 250.41
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.6 $2.1M 36k 58.00
Ishares Tr Rus 2000 Grw Etf (IWO) 0.5 $1.8M 6.4k 287.83
Tesla Motors (TSLA) 0.5 $1.8M 4.6k 403.84
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $1.8M 3.9k 453.28
Ishares Tr Rus 2000 Val Etf (IWN) 0.4 $1.5M 9.4k 164.17
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $1.4M 2.00 680920.00
Vanguard Index Fds Small Cp Etf (VB) 0.4 $1.3M 5.6k 240.28
UnitedHealth (UNH) 0.3 $1.2M 2.4k 505.97
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $1.1M 3.7k 289.81
NVIDIA Corporation (NVDA) 0.2 $746k 5.6k 134.29
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $712k 7.4k 96.83
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $529k 20k 25.86
S&p Global (SPGI) 0.1 $476k 955.00 498.03
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $395k 3.9k 101.53
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $377k 6.2k 60.75
Vanguard World Esg Us Stk Etf (ESGV) 0.1 $370k 3.5k 104.89
Microsoft Corporation (MSFT) 0.1 $359k 851.00 421.37
Amazon (AMZN) 0.1 $357k 1.6k 219.39
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $355k 658.00 538.81
Wells Fargo & Company (WFC) 0.1 $334k 4.8k 70.24
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 0.1 $322k 6.7k 48.15
Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.1 $315k 9.0k 34.97
Costco Wholesale Corporation (COST) 0.1 $312k 340.00 916.64
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $292k 7.0k 41.82
Ishares Tr Msci Eafe Etf (EFA) 0.1 $292k 3.9k 75.61
Eli Lilly & Co. (LLY) 0.1 $257k 333.00 772.00
Pepsi (PEP) 0.1 $239k 1.6k 152.06
Alphabet Cap Stk Cl A (GOOGL) 0.1 $225k 1.2k 189.30
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $222k 3.9k 57.41
McDonald's Corporation (MCD) 0.1 $214k 738.00 289.89
Ishares Tr Esg Aware Msci (ESML) 0.1 $212k 5.1k 42.05
Blackstone Group Inc Com Cl A (BX) 0.1 $207k 1.2k 172.42
Ringcentral Note 3/0 (Principal) 0.0 $30k 30k 0.98