Cornerstone Wealth Advisors, Inc.
- SEC CIK
- 0001862176
- 最新申報
- 2026/7/17
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/4/9 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 49
- 較 2025 年第 4 季 −2
- 總值
- $4.34 億
- 較 2025 年第 4 季 +$429.7 萬 (+1.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 3,993,213 | $9,947 萬 | 22.9% | +230,217+6.1% | 加碼 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 1,051,879 | $6,158 萬 | 14.2% | +102,059+10.7% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 1,626,488 | $4,738 萬 | 10.9% | −2,016−0.1% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 101,872 | $4,450 萬 | 10.2% | +2,217+2.2% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 173,329 | $3,401 萬 | 7.8% | −2,414−1.4% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 423,474 | $2,714 萬 | 6.2% | +20,072+5.0% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 913,719 | $2,261 萬 | 5.2% | +125,358+15.9% | 加碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 643,115 | $1,962 萬 | 4.5% | +14,231+2.3% | 加碼 | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 32,815 | $991.8 萬 | 2.3% | −3,685−10.1% | 減碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 38,775 | $842.4 萬 | 1.9% | −1,572−3.9% | 減碼 | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 217,177 | $715.6 萬 | 1.6% | +22,542+11.6% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 119,824 | $647.7 萬 | 1.5% | +8,559+7.7% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 224,944 | $576.8 萬 | 1.3% | −6,572−2.8% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 11,773 | $502.0 萬 | 1.2% | −187−1.6% | 減碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 170,750 | $414.4 萬 | 1.0% | +22,393+15.1% | 加碼 | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 78,681 | $367.8 萬 | 0.8% | −155−0.2% | 減碼 | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 24,325 | $354.6 萬 | 0.8% | +403+1.7% | 加碼 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 49,390 | $294.1 萬 | 0.7% | +2,560+5.5% | 加碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 13,289 | $283.9 萬 | 0.7% | −380−2.8% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,352 | $160.6 萬 | 0.4% | −68−2.0% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 5,814 | $152.3 萬 | 0.4% | −104−1.8% | 減碼 | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 4,398 | $138.0 萬 | 0.3% | −724−14.1% | 減碼 | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 7,263 | $137.7 萬 | 0.3% | −588−7.5% | 減碼 | – |
| AAPLApple Inc. | Stock | 5,425 | $137.7 萬 | 0.3% | −1,259−18.8% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 3,650 | $135.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,962 | $95.0 萬 | 0.2% | +393+15.3% | 加碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 8,453 | $94.1 萬 | 0.2% | −505−5.6% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 2,350 | $63.6 萬 | 0.1% | +50+2.2% | 加碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 19,971 | $58.1 萬 | 0.1% | −31−0.2% | 減碼 | – |
| SPDR Series Trust78468R796 | ST STR SP500FF | 9,325 | $49.5 萬 | 0.1% | −60−0.6% | 減碼 | – |
| WFCWells Fargo & Company | Stock | 5,850 | $46.6 萬 | 0.1% | −900−13.3% | 減碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 3,864 | $43.7 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 719 | $43.0 萬 | 0.1% | +62+9.4% | 加碼 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 5,270 | $41.3 萬 | 0.1% | −275−5.0% | 減碼 | – |
| SPGIS&P Global Inc. | Stock | 955 | $40.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 6,895 | $39.2 萬 | 0.1% | +200+3.0% | 加碼 | – |
| Vanguard World FD921910733 | ESG US STK ETF | 2,900 | $32.6 萬 | 0.1% | +5+0.2% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 3,260 | $31.7 萬 | 0.1% | −200−5.8% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 303 | $27.9 萬 | 0.1% | −15−4.7% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 276 | $27.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,116 | $27.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46435U663 | ESG AWARE MSCI | 5,570 | $26.2 萬 | 0.1% | +125+2.3% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 654 | $24.2 萬 | 0.1% | −180−21.6% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,356 | $23.6 萬 | 0.1% | +50+3.8% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 738 | $22.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 3,008 | $22.6 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 3,145 | $22.6 萬 | 0.1% | −300−8.7% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 709 | $20.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 720 | $20.7 萬 | <0.1% | −25−3.4% | 減碼 | 歷史 |
2025 年第 4 季之後清倉（2 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。