Cornerstone Wealth Advisors

Cornerstone Wealth Advisors as of March 31, 2025

Portfolio Holdings for Cornerstone Wealth Advisors

Cornerstone Wealth Advisors holds 45 positions in its portfolio as reported in the March 2025 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) 23.6 $85M 3.4M 24.86
Vanguard Scottsdale Fds Short Term Treas (VGSH) 13.8 $50M 845k 58.69
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 12.1 $44M 1.7M 25.04
Vanguard Index Fds Growth Etf (VUG) 9.6 $35M 94k 370.82
Vanguard Index Fds Value Etf (VTV) 9.1 $33M 189k 172.74
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 4.4 $16M 312k 50.83
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 4.3 $15M 577k 26.58
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.1 $11M 572k 19.78
Vanguard Index Fds Sml Cp Grw Etf (VBK) 2.7 $9.9M 39k 251.77
Vanguard Index Fds Sm Cp Val Etf (VBR) 2.3 $8.3M 44k 186.29
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.6 $5.6M 205k 27.57
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.6 $5.6M 253k 22.08
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.4 $4.9M 108k 45.26
Ishares Tr Rus 1000 Grw Etf (IWF) 1.3 $4.6M 13k 361.08
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.0 $3.5M 145k 24.34
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.8 $3.0M 26k 115.60
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.8 $2.9M 82k 35.88
Ishares Tr Rus 1000 Val Etf (IWD) 0.8 $2.9M 15k 188.16
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.7 $2.4M 41k 59.40
Apple (AAPL) 0.6 $2.1M 9.3k 222.12
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $2.0M 3.7k 532.58
Ishares Tr Rus 2000 Grw Etf (IWO) 0.4 $1.5M 6.0k 255.54
Ishares Tr Rus 2000 Val Etf (IWN) 0.4 $1.4M 9.4k 150.98
Vanguard Index Fds Small Cp Etf (VB) 0.3 $1.2M 5.6k 221.75
UnitedHealth (UNH) 0.3 $1.2M 2.4k 523.86
Tesla Motors (TSLA) 0.3 $1.2M 4.6k 259.16
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $956k 3.5k 274.84
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $897k 9.0k 100.00
NVIDIA Corporation (NVDA) 0.2 $613k 5.7k 108.38
S&p Global (SPGI) 0.1 $487k 959.00 508.10
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $463k 20k 23.43
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $396k 6.2k 63.53
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 0.1 $370k 8.1k 45.75
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $361k 3.9k 92.83
Vanguard World Esg Us Stk Etf (ESGV) 0.1 $346k 3.5k 97.95
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $338k 658.00 513.91
Wells Fargo & Company (WFC) 0.1 $333k 4.6k 71.79
Costco Wholesale Corporation (COST) 0.1 $322k 340.00 946.16
Microsoft Corporation (MSFT) 0.1 $319k 851.00 375.28
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $298k 6.8k 43.70
Ishares Tr Msci Eafe Etf (EFA) 0.1 $293k 3.6k 81.73
Amazon (AMZN) 0.1 $290k 1.5k 190.26
Eli Lilly & Co. (LLY) 0.1 $263k 318.00 825.91
Pepsi (PEP) 0.1 $235k 1.6k 149.94
McDonald's Corporation (MCD) 0.1 $231k 738.00 312.37