Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CORNERSTONE WEALTH ADVISORS INC | 07-12-2024 | 06-30-2024 | 49 | 334,098,727 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 1 | $70,418,093 | 1,214,314 | 0.02 | 0.02 | 29,013 | 2.45 | 06-30-2024 |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 2 | $44,736,282 | 917,291 | 0.01 | 0.01 | 32,304 | 3.65 | 06-30-2024 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 3 | $44,567,489 | 441,962 | 0.01 | 0.01 | -6,358 | -1.42 | 06-30-2024 |
| VANGUARD INDEX FDS | GROWTH ETF | 4 | $35,202,766 | 94,123 | 0.01 | 0.01 | -155 | -0.16 | 06-30-2024 |
