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CIK: 0001862176
Total reported value
$476.6M
$476.6M
45 檔
45.1%
In Q1 2024, Cornerstone Wealth Advisors, Inc.'s U.S. equity holdings reached a combined market value of $476.6M, distributed across 45 disclosed stock positions.
During Q1 2024, Cornerstone Wealth Advisors, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 21.19% | -5.86% | +3.33% | |
| 2 | SCHR | Schwab Intermediate-term US | ETF-Other | 13.37% | -0.01% | +5.78% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-Other | 12.80% | +0.36% | -0.69% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 9.99% | +0.35% | -2.25% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 8.85% | -0.13% | +0.29% | |
| 6 | SCHV | Schwab US Large-cap Value | ETF-Other | 4.49% | -0.29% | -2.00% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.45% | +0.06% | -0.89% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-Other | 3.14% | +0.03% | -5.50% | |
| 9 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 2.97% | -0.20% | +4.12% | |
| 10 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.10% | -0.10% | +7.27% | |
| 11 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.91% | -0.04% | -4.65% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.73% | -0.01% | -8.32% | |
| 13 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.62% | +0.03% | +2.76% | |
| 14 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.29% | -0.16% | -26.89% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.10% | — | +2.66% | |
| 16 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.99% | +0.06% | -12.58% | |
| 17 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.91% | -0.01% | -2.58% | |
| 18 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.82% | +0.01% | +4.69% | |
| 19 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.58% | -0.04% | -8.45% | |
| 20 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.55% | +0.13% | +3.18% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.53% | -0.02% | -5.00% | |
| 22 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.51% | -0.02% | -6.93% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 0.48% | +0.04% | — | |
| 24 | VB | Vanguard Small-cap ETF | ETF-Other | 0.39% | -0.02% | -1.79% | |
| 25 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.39% | — | — | |
| 26 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.36% | -0.02% | — | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.32% | — | -0.86% | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 0.28% | +0.01% | +27.01% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.26% | +0.26% | NEW | |
| 30 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.23% | — | +3.35% | |
| 31 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.17% | -0.01% | -3.40% | |
| 32 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.15% | — | -10.07% | |
| 33 | SPGI | S&p Global Inc | Stock-Financials | 0.13% | — | — | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.11% | +0.01% | +13.85% | |
| 35 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.10% | +0.01% | — | |
| 36 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.10% | -0.01% | +1.29% | |
| 37 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.10% | — | — | |
| 38 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.09% | — | -2.43% | |
| 39 | WFC | Wells Fargo & Co | Stock-Financials | 0.09% | — | — | |
| 40 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.08% | — | — | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.08% | -0.01% | — | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.07% | -0.01% | -11.04% | |
| 43 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.06% | — | — | |
| 44 | MSFT | Microsoft CORP | Stock-Tech | 0.06% | +0.02% | -17.15% | |
| 45 | RNG 0 03-01-25Bond | Ringcentral Inc | Bond | 0.01% | — | — |
According to official SEC Form 13F filings, Cornerstone Wealth Advisors, Inc. reported a total U.S. public equity portfolio value of $476.6M across 45 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VGSH, SCHR, SCHG) accounted for 45.1% of total reported equity market value during Q1 2024.
During Q1 2024, Cornerstone Wealth Advisors, Inc.'s top holdings by market value included VGSH (21.2%)、SCHR (13.4%)、SCHG (12.8%). The largest single position, VGSH, represented 21.2% of total portfolio value.
In Q1 2024, Cornerstone Wealth Advisors, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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