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Cornerstone Wealth Advisors, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Cornerstone Wealth Advisors, Inc.

报告期 2026-03-31 · CIK 0001862176

持仓数

49

前50大市值合计

$434.3M

报告期

2026-03-31

当前持仓调仓

前 49 大持仓

标的

类型

市值

股数

占比*

SCHR SCHWAB STRATEGIC TR

INT-TRM U.S TRES

$99.5M

3,993,213

22.9%

VGSH VANGUARD SCOTTSDALE FDS

SHORT TERM TREAS

$61.6M

1,051,879

14.2%

SCHG SCHWAB STRATEGIC TR

US LCAP GR ETF

$47.4M

1,626,488

10.9%

VUG VANGUARD INDEX FDS

GROWTH ETF

$44.5M

101,872

10.2%

VTV VANGUARD INDEX FDS

VALUE ETF

$34.0M

173,329

7.8%

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$27.1M

423,474

6.2%

SCHF SCHWAB STRATEGIC TR

INTL EQTY ETF

$22.6M

913,719

5.2%

SCHV SCHWAB STRATEGIC TR

US LCAP VA ETF

$19.6M

643,115

4.5%

VBK VANGUARD INDEX FDS

SML CP GRW ETF

$9.9M

32,815

2.3%

VBR VANGUARD INDEX FDS

SM CP VAL ETF

$8.4M

38,775

1.9%

SCHE SCHWAB STRATEGIC TR

EMRG MKTEQ ETF

$7.2M

217,177

1.6%

VWO VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF

$6.5M

119,824

1.5%

SCHX SCHWAB STRATEGIC TR

US LRG CAP ETF

$5.8M

224,944

1.3%

IWF ISHARES TR

RUS 1000 GRW ETF

$5.0M

11,773

1.2%

SCHO SCHWAB STRATEGIC TR

SHT TM US TRES

$4.1M

170,750

1.0%

SCHC SCHWAB STRATEGIC TR

INTL SCEQT ETF

$3.7M

78,681

0.8%

VSS VANGUARD INTL EQUITY INDEX F

FTSE SMCAP ETF

$3.5M

24,325

0.8%

VGIT VANGUARD SCOTTSDALE FDS

INTER TERM TREAS

$2.9M

49,390

0.7%

IWD ISHARES TR

RUS 1000 VAL ETF

$2.8M

13,289

0.7%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$1.6M

3,352

0.4%

VB VANGUARD INDEX FDS

SMALL CP ETF

$1.5M

5,814

0.4%

IWO ISHARES TR

RUS 2000 GRW ETF

$1.4M

4,398

0.3%

IWN ISHARES TR

RUS 2000 VAL ETF

$1.4M

7,263

0.3%

AAPL APPLE INC

COM

$1.4M

5,425

0.3%

TSLA TESLA INC

COM

$1.4M

3,650

0.3%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$950.2K

2,962

0.2%

EFG ISHARES TR

EAFE GRWTH ETF

$941.4K

8,453

0.2%

UNH UNITEDHEALTH GROUP INC

COM

$636.0K

2,350

0.1%

SCHA SCHWAB STRATEGIC TR

US SML CAP ETF

$580.8K

19,971

0.1%

SPYX SPDR SERIES TRUST

STATE STREET SPD

$494.5K

9,325

0.1%

WFC WELLS FARGO & CO

COM

$465.7K

5,850

0.1%

IVW ISHARES TR

S&P 500 GRWT ETF

$437.1K

3,864

0.1%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$429.6K

719

0.1%

SCZ ISHARES TR

EAFE SML CP ETF

$413.2K

5,270

0.1%

SPGI S&P GLOBAL INC

COM

$406.2K

955

0.1%

EEM ISHARES TR

MSCI EMG MKT ETF

$391.6K

6,895

0.1%

ESGV VANGUARD WORLD FD

ESG US STK ETF

$325.6K

2,900

0.1%

EFA ISHARES TR

MSCI EAFE ETF

$316.6K

3,260

0.1%

LLY ELI LILLY & CO

COM

$278.7K

303

0.1%

COST COSTCO WHOLESALE CORPORATION

COM

$275.1K

276

0.1%

JNJ JOHNSON & JOHNSON

COM

$272.8K

1,116

0.1%

ESML ISHARES TR

ESG AWARE MSCI

$261.9K

5,570

0.1%

MSFT MICROSOFT CORP

COM

$242.0K

654

0.1%

NVDA NVIDIA CORPORATION

COM

$236.5K

1,356

0.1%

MCD MCDONALDS CORP

COM

$229.4K

738

0.1%

VEU VANGUARD INTL EQUITY INDEX F

ALLWRLD EX US

$225.9K

3,008

0.1%

VSGX VANGUARD WORLD FD

ESG INTL STK ETF

$225.6K

3,145

0.1%

JPM JPMORGAN CHASE & CO

COM

$208.7K

709

0.0%

GOOGL ALPHABET INC

CAP STK CL A

$207.0K

720

0.0%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

72%前 6 大占比

SCHR22.9%VGSH14.2%SCHG10.9%VUG10.2%VTV7.8%VEA6.2%