CW

Cornerstone Wealth Advisors, Inc.

13F
Cornerstone Wealth Advisors, Inc.
Last update 2024-10-25 48 Stocks (1 new)
Value $360.00 Mil Turnover 32 %
Countries:
Top Holdings: SCHR(22.07%)VGSH(12.95%)SCHG(12.78%)VUG(10.12%)VTV(8.96%)
Portfolio Report
Summary Stock Picks Current Portfolio
Cornerstone Wealth Advisors, I... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHR 		Schwab Intermediate-Term U.S. Treasury ETF
3,138,278
79398.460
+242.12%
22.070
+15.62%
0.380
-2.71%
-1.97%
9945.397
 
VGSH 		Vanguard Short-Term Government Bond ETF
789,310
46585.070
-35.00%
12.950
-7.38%
0.230
-0.78%
-0.33%
19876.069
 
SCHG 		Schwab U.S. Large-Cap Growth ETF
1,765,700
45987.690
+299.51%
12.780
+9.58%
0.030
+15.36%
+33.99%
35821.310
 
VUG 		Vanguard Growth ETF
94,789
36392.440
+0.71%
10.120
+0.07%
0.030
+14.72%
+31.50%
132870.529
 
VTV 		Vanguard Value ETF
184,554
32217.560
+3.52%
8.960
+0.30%
0.030
+9.26%
+18.91%
121385.459
 
VEA 		Vanguard FTSE Developed Markets ETF
305,184
16116.770
+5.18%
4.480
+0.22%
0.010
+1.00%
+3.15%
135058.590
 
SCHV 		Schwab U.S. Large-Cap Value ETF
567,630
15206.780
+198.82%
4.230
+2.81%
0.040
+9.70%
+17.07%
12083.544
 
SCHF 		Schwab International Equity ETF
547,036
11247.040
+110.39%
3.130
+1.64%
0.010
+1.21%
+4.11%
39903.760
 
VBK 		Vanguard Small Cap Growth ETF
38,798
10373.410
+3.07%
2.880
+0.09%
0.060
+18.55%
+20.30%
17748.817
 
VBR 		Vanguard Small Cap Value ETF
41,563
8345.010
+9.23%
2.320
+0.20%
0.030
+13.93%
+17.38%
29948.960
 

Cornerstone Wealth Advisors, Inc.'s Historical Top Holdings Breakdowns

Cornerstone Wealth Advisors, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SCHR 		Schwab Intermediate-Term U.S. Treasury ETF2024-09-30Add
+15.62%
●
24.2 ($24.99) 25.45
$24.37
-2.48%
Add 242.12%
3,138,278
1,110,494
SCHG 		Schwab U.S. Large-Cap Growth ETF2024-09-30Add
+9.58%
●
23.16 ($25.16) 26.42
$27.79
10.45%
Add 299.51%
1,765,700
330,935
VGSH 		Vanguard Short-Term Government Bond ETF2024-09-30Reduce
-7.38%
●
57.74 ($58.57) 59.13
$58.14
-0.73%
Reduce -35%
789,310
-425,004
SCHV 		Schwab U.S. Large-Cap Value ETF2024-09-30Add
+2.81%
●
24.48 ($25.69) 26.79
$27.36
6.50%
Add 198.82%
567,630
125,892
SCHF 		Schwab International Equity ETF2024-09-30Add
+1.64%
●
18.49 ($19.77) 20.77
$19.24
-2.68%
Add 110.39%
547,036
143,515
SCHX 		Schwab U.S. Large-Cap ETF2024-09-30Add
+1.18%
●
20.37 ($21.79) 22.62
$23.65
8.54%
Add 192.52%
284,373
62,386
VTV 		Vanguard Value ETF2024-09-30Add
+0.30%
●
159.75 ($167.43) 174.57
$177.77
6.18%
Add 3.52%
184,554
6,269
VEA 		Vanguard FTSE Developed Markets ETF2024-09-30Add
+0.22%
●
47.6 ($50.85) 53.31
$49.41
-2.83%
Add 5.18%
305,184
15,023
VBR 		Vanguard Small Cap Value ETF2024-09-30Add
+0.20%
●
179.99 ($192.23) 201.6
$211.24
9.89%
Add 9.23%
41,563
3,511
SCHO 		Schwab Short-Term U.S. Treasury ETF2024-09-30Add
+0.10%
●
23.97 ($24.3) 24.53
$24.12
-0.74%
Add 14.96%
117,524
7,645

Cornerstone Wealth Advisors, Inc. Total Holding History ($B)

To

Cornerstone Wealth Advisors, Inc.'s Asset Allocation

To

Cornerstone Wealth Advisors, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Cornerstone Wealth Advisors, Inc.'s Hypothetical Growth since 2024-09-30

Cornerstone Wealth Advisors, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Cornerstone Wealth Advisors, Inc.'s Holdings Heat Map

Size field:

Cornerstone Wealth Advisors, Inc.'s Holdings Bubble Chart

Cornerstone Wealth Advisors, Inc. News

  • 1

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