account_balance
Investment manager · 13F filer · SEC CIK 2044324
Cornerstone Advisors Asset Management, LLC
Reported value$902Mas of Sep 30, 2026
Positions137 11 new, 7 sold out
Top 10 weight54.8%SCHX alone is 11%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SCHXSchwab Strategic Tr
11.2%Trimmed −9%
SPABSPDR Series Trust
9.7%Added +42%
BKLCBny Mellon ETF Trust
7.2%Added +5808%
VEUVanguard Intl Equity Index F
5.8%Trimmed −12%
SPSMSPDR Series Trust
5.0%Added +85%
IVViShares Tr
3.6%Trimmed −3%
JAAAJanus Detroit STR Tr
3.5%Trimmed −3%
SPYMSPDR Series Trust
3.2%
HTRBHartford FDS Exchange Traded
2.9%−13%
SGOViShares Tr
2.7%
PREFPrincipal Exchange Traded Fd
2.4%+38%
GSEWGoldman Sachs ETF Tr
1.9%
SCHXSchwab Strategic Tr
11.2%Trimmed −9%
SPABSPDR Series Trust
9.7%Added +42%
BKLCBny Mellon ETF Trust
7.2%+5808%
VEUVanguard Intl Equity Index F
5.8%−12%
SPSMSPDR Series Trust
5.0%+85%
IVViShares Tr
3.6%
JAAAJanus Detroit STR Tr
3.5%
SPYMSPDR Series Trust
3.2%
HTRB
SGOV
PREF2.4%
GSEW
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
SCHX Schwab Strategic Tr 11.2% Trimmed −9%
SPAB SPDR Series Trust 9.7% Added +42%
BKLC Bny Mellon ETF Trust 7.2% Added +5808%
VEU Vanguard Intl Equity Index F 5.8% Trimmed −12%
SPSM SPDR Series Trust 5.0% Added +85%
IVV iShares Tr 3.6% Trimmed −3%
JAAA Janus Detroit STR Tr 3.5% Trimmed −3%
SPYM SPDR Series Trust 3.2% Held
HTRB Hartford FDS Exchange Traded 2.9% Trimmed −13%
SGOV iShares Tr 2.7% Held
PREF Principal Exchange Traded Fd 2.4% Added +38%
GSEW Goldman Sachs ETF Tr 1.9% Trimmed −4%
What changed
Biggest moves since Jun 30, 2026
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