Cornerstone Wealth Advisors, Inc.
data from 31/12/2025
Capitalization
$ 429.983 M
4.09 %
Performance
$ 85.005 M
26.37 %
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2025/12/31 | SCHWAB STRATEGIC TR | 21.95% | 94.376 M $ | 3762996 | 2022/06/30 | -182.819 K $ | -0.20 % | |
| 2025/12/31 | VANGUARD SCOTTSDALE FDS | 12.97% | 55.783 M $ | 949820 | 2021/03/31 | -107.902 K $ | -0.20 % | |
| 2025/12/31 | SCHWAB STRATEGIC TR | 12.35% | 53.122 M $ | 1628504 | 2021/03/31 | 1.182 M $ | 2.23 % | |
| 2025/12/31 | VANGUARD INDEX FDS | 11.31% | 48.617 M $ | 99655 | 2021/03/31 | 817.137 K $ | 1.72 % | |
| 2025/12/31 | VANGUARD INDEX FDS | 7.81% | 33.565 M $ | 175743 | 2021/03/31 | 778.801 K $ | 2.41 % | |
| 2025/12/31 | VANGUARD TAX-MANAGED FDS | 5.86% | 25.201 M $ | 403402 | 2021/03/31 | 884.709 K $ | 4.26 % | |
| 2025/12/31 | SCHWAB STRATEGIC TR | 4.41% | 18.952 M $ | 788361 | 2021/03/31 | 534.242 K $ | 3.26 % | |
| 2025/12/31 | SCHWAB STRATEGIC TR | 4.33% | 18.621 M $ | 628884 | 2021/03/31 | 299.055 K $ | 1.72 % | |
| 2025/12/31 | VANGUARD INDEX FDS | 2.56% | 11.027 M $ | 36500 | 2021/03/31 | 163.759 K $ | 1.51 % | |
| 2025/12/31 | VANGUARD INDEX FDS | 1.99% | 8.545 M $ | 40347 | 2021/03/31 | 121.847 K $ | 1.48 % | |
| 2025/12/31 | SCHWAB STRATEGIC TR | 1.48% | 6.374 M $ | 194635 | 2021/03/31 | -121.393 K $ | -1.86 % | |
| 2025/12/31 | SCHWAB STRATEGIC TR | 1.45% | 6.230 M $ | 231516 | 2021/03/31 | 133.834 K $ | 2.16 % | |
| 2025/12/31 | VANGUARD INTL EQUITY INDEX F | 1.39% | 5.982 M $ | 111265 | 2021/03/31 | -45.354 K $ | -0.78 % | |
| 2025/12/31 | ISHARES TR | 1.32% | 5.660 M $ | 11960 | 2021/03/31 | 59.638 K $ | 1.04 % | |
| 2025/12/31 | SCHWAB STRATEGIC TR | 0.84% | 3.615 M $ | 148357 | 2021/12/31 | -4.474 K $ | -0.12 % | |
| 2025/12/31 | SCHWAB STRATEGIC TR | 0.83% | 3.589 M $ | 78836 | 2021/03/31 | 1.525 K $ | 0.04 % | |
| 2025/12/31 | VANGUARD INTL EQUITY INDEX F | 0.80% | 3.429 M $ | 23922 | 2021/03/31 | 18.850 K $ | 0.55 % | |
| 2025/12/31 | ISHARES TR | 0.67% | 2.875 M $ | 13669 | 2021/03/31 | 94.655 K $ | 3.32 % | |
| 2025/12/31 | VANGUARD SCOTTSDALE FDS | 0.65% | 2.807 M $ | 46830 | 2022/09/30 | -4.065 K $ | -0.17 % | |
| 2025/12/31 | APPLE INC | 0.42% | 1.817 M $ | 6684 | 2021/03/31 | 117.835 K $ | 6.77 % | |
| 2025/12/31 | BERKSHIRE HATHAWAY INC DEL | 0.40% | 1.719 M $ | 3420 | 2021/03/31 | -313.000 $ | -0.02 % | |
| 2025/12/31 | ISHARES TR | 0.38% | 1.655 M $ | 5122 | 2021/03/31 | 15.867 K $ | 0.93 % | |
| 2025/12/31 | TESLA INC | 0.38% | 1.641 M $ | 3650 | 2022/03/31 | 18.250 K $ | 1.12 % | |
| 2025/12/31 | VANGUARD INDEX FDS | 0.36% | 1.527 M $ | 5918 | 2021/03/31 | 21.139 K $ | 1.44 % | |
| 2025/12/31 | BERKSHIRE HATHAWAY INC DEL | 0.35% | 1.510 M $ | 2 | 2021/03/31 | 1.200 K $ | 0.08 % | |
| 2025/12/31 | ISHARES TR | 0.33% | 1.423 M $ | 7851 | 2021/03/31 | 36.128 K $ | 2.49 % | |
| 2025/12/31 | ISHARES TR | 0.24% | 1.020 M $ | 8958 | 2022/09/30 | 358.000 $ | 0.04 % | |
| 2025/12/31 | VANGUARD INDEX FDS | 0.20% | 861.309 K $ | 2569 | 2021/03/31 | 19.695 K $ | 2.16 % | |
| 2025/12/31 | UNITEDHEALTH GROUP INC | 0.18% | 759.416 K $ | 2300 | 2022/12/31 | -34.776 K $ | -4.38 % | |
| 2025/12/31 | WELLS FARGO CO NEW | 0.15% | 629.100 K $ | 6750 | 2022/09/30 | 81.137 K $ | 11.19 % | |
| 2025/12/31 | SCHWAB STRATEGIC TR | 0.13% | 569.667 K $ | 20002 | 2021/03/31 | 11.772 K $ | 2.08 % | |
| 2025/12/31 | SPDR SERIES TRUST | 0.12% | 527.343 K $ | 9385 | 2024/06/30 | 12.581 K $ | 2.44 % | |
| 2025/12/31 | S&P GLOBAL INC | 0.12% | 499.073 K $ | 955 | 2021/06/30 | 34.265 K $ | 7.37 % | |
| 2025/12/31 | ISHARES TR | 0.11% | 476.277 K $ | 3864 | 2021/03/31 | 9.814 K $ | 2.10 % | |
| 2025/12/31 | ISHARES TR | 0.10% | 429.904 K $ | 5545 | 2021/03/31 | 4.698 K $ | 1.06 % | |
| 2025/12/31 | VANGUARD INDEX FDS | 0.10% | 412.024 K $ | 657 | 2021/06/30 | 9.705 K $ | 2.41 % | |
| 2025/12/31 | MICROSOFT CORP | 0.09% | 403.217 K $ | 834 | 2023/12/31 | -28.756 K $ | -6.66 % | |
| 2025/12/31 | ISHARES TR | 0.09% | 366.285 K $ | 6695 | 2021/03/31 | 8.803 K $ | 2.45 % | |
| 2025/12/31 | VANGUARD WORLD FD | 0.08% | 350.179 K $ | 2895 | 2024/06/30 | 7.622 K $ | 2.13 % | |
| 2025/12/31 | ELI LILLY & CO | 0.08% | 341.748 K $ | 318 | 2023/09/30 | 99.114 K $ | 40.85 % | |
| 2025/12/31 | ISHARES TR | 0.08% | 332.264 K $ | 3460 | 2021/03/31 | 9.469 K $ | 2.85 % | |
| 2025/12/31 | ISHARES TR | 0.06% | 250.361 K $ | 5445 | 2024/06/30 | 4.315 K $ | 2.00 % | |
| 2025/12/31 | VANGUARD WORLD FD | 0.06% | 246.731 K $ | 3445 | 2025/09/30 | 7.627 K $ | 3.24 % | |
| 2025/12/31 | NVIDIA CORPORATION | 0.06% | 243.569 K $ | 1306 | 2023/06/30 | -112.000 $ | -0.04 % | |
| 2025/12/31 | COSTCO WHSL CORP NEW | 0.06% | 238.123 K $ | 276 | 2024/06/30 | -17.352 K $ | -6.79 % | |
| 2025/12/31 | ALPHABET INC | 0.05% | 233.185 K $ | 745 | 2025/12/31 | 0.000 $ | 0.00 % | |
| 2025/12/31 | JOHNSON & JOHNSON | 0.05% | 230.956 K $ | 1116 | 2025/09/30 | 25.017 K $ | 11.61 % | |
| 2025/12/31 | JPMORGAN CHASE & CO. | 0.05% | 228.574 K $ | 709 | 2025/06/30 | 4.920 K $ | 2.21 % | |
| 2025/12/31 | MCDONALDS CORP | 0.05% | 225.555 K $ | 738 | 2023/03/31 | 1.284 K $ | 0.57 % | |
| 2025/12/31 | PEPSICO INC | 0.05% | 224.465 K $ | 1564 | 2021/09/30 | 4.817 K $ | 2.19 % | |
| 2025/12/31 | VANGUARD INTL EQUITY INDEX F | 0.05% | 221.268 K $ | 3008 | 2021/03/31 | 6.642 K $ | 3.07 % | |
| 2025/12/31 | SLV | ISHARES SILVER TR | 0.00% | 0.000 $ | 0 | 2025/09/30 | 0.000 $ | 0.00 % |