Cornerstone Wealth Partners, LLC
19 holdingsFiling period: 2026-03-31Current AUM: $192.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AVUV | AMERICAN CENTY ETF TR | 467.9K | $51.7M | $58.6M | 30.46% | +61.7K | 2026-03-31 |
| 2 | DFSD | DIMENSIONAL ETF TRUST | 456.6K | $21.9M | $21.6M | 11.23% | +93.8K | 2026-03-31 |
| 3 | AVLV | AMERICAN CENTY ETF TR | 253.3K | $20.4M | $23.3M | 12.13% | +30.8K | 2026-03-31 |
| 4 | AVSC | AMERICAN CENTY ETF TR | 326.6K | $20.3M | $23.6M | 12.28% | +44.5K | 2026-03-31 |
| 5 | AVDV | AMERICAN CENTY ETF TR | 145.2K | $14.5M | $15.2M | 7.90% | +14.5K | 2026-03-31 |
| 6 | IVV | ISHARES TR | 14.6K | $9.5M | $10.9M | 5.68% | +2.5K | 2026-03-31 |
| 7 | AVES | AMERICAN CENTY ETF TR | 118.0K | $7.1M | $7.3M | 3.82% | +15.8K | 2026-03-31 |
| 8 | AVEE | AMERICAN CENTY ETF TR | 111.3K | $7.1M | $7.0M | 3.66% | +19.1K | 2026-03-31 |
| 9 | AVIV | AMERICAN CENTY ETF TR | 77.3K | $5.8M | $6.2M | 3.24% | +8.7K | 2026-03-31 |
| 10 | AVDS | AMERICAN CENTY ETF TR | 78.8K | $5.7M | $6.0M | 3.13% | +9.5K | 2026-03-31 |
| 11 | DFCF | DIMENSIONAL ETF TRUST | 110.6K | $4.7M | $4.6M | 2.39% | +23.1K | 2026-03-31 |
| 12 | DFGX | DIMENSIONAL ETF TRUST | 88.7K | $4.7M | $4.6M | 2.41% | +18.4K | 2026-03-31 |
| 13 | AVDE | AMERICAN CENTY ETF TR | 33.7K | $2.9M | $3.1M | 1.60% | +4.3K | 2026-03-31 |
| 14 | PG | PROCTER & GAMBLE CO | 357 | $51K | $51K | 0.03% | -- | 2026-03-31 |
| 15 | NBSD | NEUBERGER BERMAN ETF TRUST | 1.0K | $50K | $50K | 0.03% | -- | 2026-03-31 |
| 16 | RDVI | FIRST TR EXCHANGE-TRADED FD | 1.9K | $47K | $54K | 0.03% | -- | 2026-03-31 |
| 17 | NBOS | NEUBERGER BERMAN ETF TRUST | 655 | $17K | $18K | 0.01% | -- | 2026-03-31 |
| 18 | ABT | ABBOTT LABORATORIES | 48 | $4K | $4K | 0.00% | -- | 2026-03-31 |
| 19 | JNJ | JOHNSON & JOHNSON | 5 | $1K | $1K | 0.00% | -- | 2026-03-31 |
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