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  Name: Cornerstone Wealth Advisors Inc.
  City: EDINA
  State: MN
  Zip: 55436
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $324,754,000
  Total Value Change : $15,778,000
  Securities Held Change : 0
   
All Securities Held : 44
  New Positions : 0
  Closed Positions : 0
  Increased Positions : 13
  Unchanged Positions : 11
  Decreased Positions : 20

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Holdings Found : 13     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (VGSH)1 Year Chart         VGSH Vanguard Scottsdale Funds 1 - $57.85 $68,830,000 1,185,301 21.19% 1,918,000 38,178 0.132    Closed - End Fund - Debt
   (SCHR)1 Year Chart         SCHR Schwab Intermediate-Term U.... 2 - $48.54 $43,409,000 884,987 13.37% 1,811,000 48,348 0.147    N/A
   (VTV)1 Year Chart         VTV Vanguard Value VIPERS 5 - $163.06 $28,748,000 176,521 8.85% 2,434,000 505 0.032    Closed - End Fund - E...
   (VBK)1 Year Chart         VBK Vanguard Small Cap Gr VIPERS 9 - $255.75 $9,652,000 37,019 2.97% 1,056,000 1,464 0.07    Closed - End Fund - E...
   (VBR)1 Year Chart         VBR Vanguard Small Cap Val VIPER 10 - $189.63 $6,829,000 35,588 2.1% 858,000 2,411 0.03    Closed - End Fund - E...
   (SCHE)1 Year Chart         SCHE Schwab Emerging Markets Equ... 13 - $26.94 $5,251,000 207,970 1.62% 234,000 5,579 0.077    N/A
   (VWO)1 Year Chart         VWO Vanguard Emerging Markets S... 15 - $44.53 $3,567,000 85,395 1.1% 148,000 2,216 0.001    Closed - End Fund - E...
   (VSS)1 Year Chart         VSS Vanguard FTSE All-Wld ex-US... 18 - $120.68 $2,659,000 22,758 0.82% 158,000 1,019 0.005    Closed - End Fund - Debt
   (VGIT)1 Year Chart         VGIT Vanguard Intermediate -Ter 20 - $57.97 $1,793,000 30,627 0.55% 32,000 943 0.003    Closed - End Fund - Debt
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 28 - $953.86 $913,000 1,011 0.28% 519,000 215 0    Semiconductor - Speci...
   (EFG)1 Year Chart         EFG iShares MSCI EAFE Growth ETF 30 - $0.00 $746,000 7,185 0.23% 73,000 233 0.001    Closed - End Fund - E...
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 34 - $488.48 $360,000 748 0.11% 73,000 91 0    Closed - End Fund - E...
   (EEM)1 Year Chart         EEM iShares MSCI Emrg Mkt Income 36 - $43.36 $323,000 7,861 0.1% 11,000 100 0    Closed - End Fund - E...
      13 Records Found
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