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Home > Institutional Investor > Cornerstone Wealth Advisors, Inc. > Profile

Instuitional Investor - Cornerstone Wealth Advisors, Inc.

Fund Profile
Filing Period:
Fund Name: Cornerstone Wealth Advisors, Inc.
Portfolio Value $309,003,494
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Scottsdale Funds
 1,147,123 $66,911,685 21.65%
2.
Schwab Strategic Trust
 FNDF 836,639 $41,597,691 13.46%
3.
Schwab Strategic Trust
 FNDF 451,456 $37,452,777 12.12%
4.
Vanguard Index Fds
 96,450 $29,984,418 9.7%
5.
Vanguard Index Fds
 176,016 $26,314,389 8.51%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)