| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | 14 | Q2 2024 | 27.4% |
| SCHWAB STRATEGIC TR | 14 | Q2 2024 | 13.3% |
| VANGUARD INDEX FDS | 14 | Q2 2024 | 10.5% |
| VANGUARD INDEX FDS | 14 | Q2 2024 | 9.4% |
| SCHWAB STRATEGIC TR | 14 | Q2 2024 | 4.5% |
| VANGUARD TAX-MANAGED INTL FD | 14 | Q2 2024 | 4.5% |
| SCHWAB STRATEGIC TR | 14 | Q2 2024 | 3.3% |
| VANGUARD INDEX FDS | 14 | Q2 2024 | 4.1% |
| SCHWAB STRATEGIC TR | 14 | Q2 2024 | 4.0% |
| SCHWAB STRATEGIC TR | 14 | Q2 2024 | 3.1% |
View Cornerstone Wealth Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-07-15 |
| 13F-HR | 2024-07-12 |
| 13F-HR | 2024-04-11 |
| 13F-HR | 2024-01-19 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-01-24 |
| 13F-HR | 2022-10-19 |
| 13F-HR | 2022-07-18 |
View Cornerstone Wealth Advisors, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.