Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
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 $364,344,355
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 3,307,596 $80,341,518 22.05%
2.
Vanguard Scottsdale Funds
 828,259 $48,188,109 13.22%
3.
Schwab Strategic Trust
 FNDF 1,708,473 $47,615,151 13.06%
4.
Vanguard Index Fds
 92,848 $38,108,377 10.45%
5.
Vanguard Index Fds
 187,603 $31,761,137 8.71%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through November 14th, 2024)