The Analysis of Cornerstone Wealth Advisors, Inc.'s Holdings
Currently, Cornerstone Wealth Advisors, Inc. holds 51 types of securities in its portfolio with a total value $430.0M. In the most recent quarter, they have increased their positions in VEA (+56.5K shares, valued at $3.5M), VGSH (+50.6K shares, valued at $3.0M), SCHR (+106.6K shares, valued at $2.7M); decreased their positions in SCHG (-36.7K shares, valued at $1.2M), WFC (-1.9K shares, valued at $177.1K), IWF (-286 shares, valued at $135.4K); initiated new positions in N/A (+745 shares, valued at $233.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SCHR SCHWAB STRATEGIC TR3.8M shares2.92%2025-12-312026-01-14
VGSH VANGUARD SCOTTSDALE FDS949.8K shares5.63%2025-12-312026-01-14 SCHG SCHWAB STRATEGIC TR1.6M shares-2.21%2025-12-312026-01-14 VUG VANGUARD INDEX FDS99.7K shares0.61%2025-12-312026-01-14 VTV VANGUARD INDEX FDS175.7K shares1.55%2025-12-312026-01-14 VEA VANGUARD TAX-MANAGED FDS403.4K shares16.27%2025-12-312026-01-14 SCHF SCHWAB STRATEGIC TR788.4K shares12.15%2025-12-312026-01-14 SCHV SCHWAB STRATEGIC TR628.9K shares5.15%2025-12-312026-01-14 VBK VANGUARD INDEX FDS36.5K shares0.08%2025-12-312026-01-14 VBR VANGUARD INDEX FDS40.3K shares1.99%2025-12-312026-01-14 SCHE SCHWAB STRATEGIC TR194.6K shares-0.59%2025-12-312026-01-14 SCHX SCHWAB STRATEGIC TR231.5K shares-1.40%2025-12-312026-01-14 VWO VANGUARD INTL EQUITY INDEX F111.3K shares3.03%2025-12-312026-01-14 IWF ISHARES TR12.0K shares-2.34%2025-12-312026-01-14 SCHO SCHWAB STRATEGIC TR148.4K shares-0.53%2025-12-312026-01-14 SCHC SCHWAB STRATEGIC TR78.8K shares3.37%2025-12-312026-01-14 VSS VANGUARD INTL EQUITY INDEX F23.9K shares-1.01%2025-12-312026-01-14 IWD ISHARES TR13.7K shares-2.52%2025-12-312026-01-14 VGIT VANGUARD SCOTTSDALE FDS46.8K shares15.19%2025-12-312026-01-14 AAPL APPLE INC6.7K shares-2.27%2025-12-312026-01-14 IWO ISHARES TR5.1K shares-3.49%2025-12-312026-01-14 TSLA TESLA INC3.6K shares0.00%2025-12-312026-01-14 VB VANGUARD INDEX FDS5.9K shares2.74%2025-12-312026-01-14 BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2025-12-312026-01-14 IWN ISHARES TR7.9K shares-4.38%2025-12-312026-01-14 EFG ISHARES TR9.0K shares-0.13%2025-12-312026-01-14 VTI VANGUARD INDEX FDS2.6K shares-7.39%2025-12-312026-01-14 UNH UNITEDHEALTH GROUP INC2.3K shares0.00%2025-12-312026-01-14 WFC WELLS FARGO CO NEW6.8K shares-21.97%2025-12-312026-01-14 SCHA SCHWAB STRATEGIC TR20.0K shares-1.45%2025-12-312026-01-14 SPYX SPDR SERIES TRUST9.4K shares-0.04%2025-12-312026-01-14 SPGI S&P GLOBAL INC955 shares0.00%2025-12-312026-01-14 IVW ISHARES TR3.9K shares0.00%2025-12-312026-01-14 SCZ ISHARES TR5.5K shares-4.40%2025-12-312026-01-14 MSFT MICROSOFT CORP834 shares0.00%2025-12-312026-01-14 EEM ISHARES TR6.7K shares-0.37%2025-12-312026-01-14 ESGV VANGUARD WORLD FD2.9K shares-4.30%2025-12-312026-01-14 LLY ELI LILLY & CO318 shares0.00%2025-12-312026-01-14 EFA ISHARES TR3.5K shares-2.81%2025-12-312026-01-14 ESML ISHARES TR5.4K shares13.56%2025-12-312026-01-14 VSGX VANGUARD WORLD FD3.4K shares1.62%2025-12-312026-01-14 NVDA NVIDIA CORPORATION1.3K shares-7.11%2025-12-312026-01-14 COST COSTCO WHSL CORP NEW276 shares0.00%2025-12-312026-01-14 ALPHABET INC ALPHABET INC745 sharesnew addition2025-12-312026-01-14 JNJ JOHNSON & JOHNSON1.1K shares-3.96%2025-12-312026-01-14 JPM JPMORGAN CHASE & CO.709 shares0.28%2025-12-312026-01-14 MCD MCDONALDS CORP738 shares0.00%2025-12-312026-01-14 PEP PEPSICO INC1.6K shares0.00%2025-12-312026-01-14 VEU VANGUARD INTL EQUITY INDEX F3.0K shares-0.82%2025-12-312026-01-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available