account_balance
Investment manager · 13F filer · SEC CIK 1862176
Cornerstone Wealth Advisors, Inc.
Reported value$477Mas of Sep 30, 2026
Positions53 2 new, 4 sold out
Top 10 weight84.2%SCHR alone is 21%
FiledOct 1616 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SCHRSchwab Strategic Tr
21.3%Added +4%
SCHGSchwab Strategic Tr
11.6%Trimmed −3%
VUGVanguard Index FDS
11.4%
VTVVanguard Index FDS
7.8%
VGSHVanguard Scottsdale FDS
7.4%Trimmed −44%
VBCBVanguard Wellesley Income Fd
6.4%New
VEAVanguard Tax-Managed FDS
6.3%
SCHFSchwab Strategic Tr
5.4%
SCHVSchwab Strategic Tr
4.5%
VBKVanguard Index FDS
2.2%
VBRVanguard Index FDS
1.9%
SCHE1.7%
SCHRSchwab Strategic Tr
21.3%Added +4%
SCHGSchwab Strategic Tr
11.6%−3%
VUGVanguard Index FDS
11.4%
VTVVanguard Index FDS
7.8%
VGSHVanguard Scottsdale FDS
7.4%−44%
VBCBVanguard Wellesley Income Fd
6.4%
VEAVanguard Tax-Managed FDS
6.3%
SCHF5.4%
SCHV4.5%
VBK2.2%
VBR
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SCHR Schwab Strategic Tr 21.3% Added +4%
SCHG Schwab Strategic Tr 11.6% Trimmed −3%
VUG Vanguard Index FDS 11.4% Held
VTV Vanguard Index FDS 7.8% Held
VGSH Vanguard Scottsdale FDS 7.4% Trimmed −44%
VBCB Vanguard Wellesley Income Fd 6.4% New
VEA Vanguard Tax-Managed FDS 6.3% Held
SCHF Schwab Strategic Tr 5.4% Held
SCHV Schwab Strategic Tr 4.5% Held
VBK Vanguard Index FDS 2.2% Held
VBR Vanguard Index FDS 1.9% Held
SCHE Schwab Strategic Tr 1.7% Held
What changed
Biggest moves since Jun 30, 2026
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