Cornerstone Wealth Partners, LLC
- SEC CIK
- 0002109292
- 最新申報
- 2026/8/3
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/17 申報。只含多頭部位。
- 持股檔數
- 17
- 2025 年第 3 季沒有申報
- 總值
- $1.44 億
- 2025 年第 3 季沒有申報
Cornerstone Wealth Partners, LLC 沒有申報 2025 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| American Centy ETF Tr025072877 | US SML CP VALU | 406,210 | $4,143 萬 | 28.7% | – | – | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 362,878 | $1,740 萬 | 12.1% | – | – | – |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 222,541 | $1,686 萬 | 11.7% | – | – | – |
| American Centy ETF Tr025072323 | AVAN US SMAL ETF | 282,093 | $1,657 萬 | 11.5% | – | – | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 130,711 | $1,228 萬 | 8.5% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 12,076 | $826.5 萬 | 5.7% | – | – | – |
| American Centy ETF Tr025072372 | EMERGING MKT VAL | 102,213 | $596.0 萬 | 4.1% | – | – | – |
| American Centy ETF Tr025072141 | AVANTIS EMERGING | 92,165 | $575.1 萬 | 4.0% | – | – | – |
| American Centy ETF Tr025072364 | INTERNATIONAL LR | 68,611 | $488.6 萬 | 3.4% | – | – | – |
| American Centy ETF Tr025072190 | AVANTIS INTL SML | 69,268 | $483.5 萬 | 3.4% | – | – | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 87,513 | $372.4 萬 | 2.6% | – | – | – |
| Dimensional ETF Trust25434V575 | INTL COR FIX ETF | 70,371 | $370.3 萬 | 2.6% | – | – | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 29,389 | $242.0 萬 | 1.7% | – | – | – |
| ABTAbbott Laboratories | Stock | 48 | $6,014 | <0.1% | – | – | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 60 | $2,899 | <0.1% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 16 | $1,185 | <0.1% | – | – | – |
| JNJJohnson & Johnson | Stock | 5 | $1,035 | <0.1% | – | – | 歷史 |