Cornerstone Wealth Advisors, Inc.
49 holdingsFiling period: 2026-03-31Current AUM: $467.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SCHR | SCHWAB STRATEGIC TR | 3.99M | $99.5M | $97.5M | 20.87% | +230.2K | 2026-03-31 |
| 2 | VGSH | VANGUARD SCOTTSDALE FDS | 1.05M | $61.6M | $61.1M | 13.09% | +102.1K | 2026-03-31 |
| 3 | SCHG | SCHWAB STRATEGIC TR | 1.63M | $47.4M | $55.6M | 11.90% | -2,016 | 2026-03-31 |
| 4 | VUG | VANGUARD INDEX FDS | 101.9K | $44.5M | $52.1M | 11.15% | +2.2K | 2026-03-31 |
| 5 | VTV | VANGUARD INDEX FDS | 173.3K | $34.0M | $38.1M | 8.16% | -2,414 | 2026-03-31 |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | 423.5K | $27.1M | $29.9M | 6.40% | +20.1K | 2026-03-31 |
| 7 | SCHF | SCHWAB STRATEGIC TR | 913.7K | $22.6M | $25.1M | 5.37% | +125.4K | 2026-03-31 |
| 8 | SCHV | SCHWAB STRATEGIC TR | 643.1K | $19.6M | $21.9M | 4.69% | +14.2K | 2026-03-31 |
| 9 | VBK | VANGUARD INDEX FDS | 32.8K | $9.9M | $11.2M | 2.39% | -3,685 | 2026-03-31 |
| 10 | VBR | VANGUARD INDEX FDS | 38.8K | $8.4M | $9.5M | 2.03% | -1,572 | 2026-03-31 |
| 11 | SCHE | SCHWAB STRATEGIC TR | 217.2K | $7.2M | $7.8M | 1.68% | +22.5K | 2026-03-31 |
| 12 | VWO | VANGUARD INTL EQUITY INDEX F | 119.8K | $6.5M | $7.0M | 1.51% | +8.6K | 2026-03-31 |
| 13 | SCHX | SCHWAB STRATEGIC TR | 224.9K | $5.8M | $6.6M | 1.42% | -6,572 | 2026-03-31 |
| 14 | IWF | ISHARES TR | 11.8K | $5.0M | $5.6M | 1.19% | -187 | 2026-03-31 |
| 15 | SCHO | SCHWAB STRATEGIC TR | 170.8K | $4.1M | $4.1M | 0.88% | +22.4K | 2026-03-31 |
| 16 | SCHC | SCHWAB STRATEGIC TR | 78.7K | $3.7M | $3.8M | 0.81% | -155 | 2026-03-31 |
| 17 | VSS | VANGUARD INTL EQUITY INDEX F | 24.3K | $3.5M | $3.7M | 0.78% | +403 | 2026-03-31 |
| 18 | VGIT | VANGUARD SCOTTSDALE FDS | 49.4K | $2.9M | $2.9M | 0.62% | +2.6K | 2026-03-31 |
| 19 | IWD | ISHARES TR | 13.3K | $2.8M | $3.3M | 0.72% | -380 | 2026-03-31 |
| 20 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 3.4K | $1.6M | $1.6M | 0.34% | -68 | 2026-03-31 |
| 21 | VB | VANGUARD INDEX FDS | 5.8K | $1.5M | $1.7M | 0.37% | -104 | 2026-03-31 |
| 22 | IWO | ISHARES TR | 4.4K | $1.4M | $1.6M | 0.35% | -724 | 2026-03-31 |
| 23 | IWN | ISHARES TR | 7.3K | $1.4M | $1.6M | 0.34% | -588 | 2026-03-31 |
| 24 | AAPL | APPLE INC | 5.4K | $1.4M | $1.7M | 0.36% | -1,259 | 2026-03-31 |
| 25 | TSLA | TESLA INC | 3.6K | $1.4M | $1.1M | 0.24% | -- | 2026-03-31 |
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