0001085146-23-002261.txt : 20230512 0001085146-23-002261.hdr.sgml : 20230512 20230511210517 ACCESSION NUMBER: 0001085146-23-002261 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230512 DATE AS OF CHANGE: 20230511 EFFECTIVENESS DATE: 20230512 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Cornerstone Wealth Advisors, Inc. CENTRAL INDEX KEY: 0001862176 IRS NUMBER: 421574360 STATE OF INCORPORATION: MN FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21247 FILM NUMBER: 23912869 BUSINESS ADDRESS: STREET 1: 5201 EDEN AVENUE SOUTH STREET 2: SUITE 135 CITY: EDINA STATE: MN ZIP: 55436 BUSINESS PHONE: 9529203900 MAIL ADDRESS: STREET 1: 5201 EDEN AVENUE SOUTH STREET 2: SUITE 135 CITY: EDINA STATE: MN ZIP: 55436 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001862176 XXXXXXXX 03-31-2023 03-31-2023 false Cornerstone Wealth Advisors, Inc.

5201 EDEN AVENUE SOUTH SUITE 135 EDINA MN 55436

13F HOLDINGS REPORT 028-21247 N Jonathan Guyton 952-920-3900 /s/Jonathan Guyton Edina MN 05-11-2023 0 43 275245110 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE 3M CO COM 88579Y101 BBG001S5T7X2 213058 2027 SH SOLE 0 0 2027 APPLE INC COM 037833100 BBG001S5N8V8 752109 4561 SH SOLE 0 0 4561 BERKSHIRE HATHAWAY INC DEL CL A 084670108 BBG001S902J2 1396800 3 SH SOLE 0 0 3 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 930942 3015 SH SOLE 0 0 3015 ISHARES TR EAFE GRWTH ETF 464288885 BBG001SP62C7 680117 7260 SH SOLE 0 0 7260 ISHARES TR EAFE SML CP ETF 464288273 BBG001SYVWS7 751946 12636 SH SOLE 0 0 12636 ISHARES TR MSCI EAFE ETF 464287465 BBG001SG09V7 284793 3982 SH SOLE 0 0 3982 ISHARES TR MSCI EMG MKT ETF 464287234 BBG001SK77D5 294017 7451 SH SOLE 0 0 7451 ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 5415229 22164 SH SOLE 0 0 22164 ISHARES TR RUS 1000 VAL ETF 464287598 BBG001S562P7 2709190 17793 SH SOLE 0 0 17793 ISHARES TR RUS 2000 GRW ETF 464287648 BBG001S562F8 1929603 8507 SH SOLE 0 0 8507 ISHARES TR RUS 2000 VAL ETF 464287630 BBG001S56277 1897060 13845 SH SOLE 0 0 13845 ISHARES TR S&P 500 GRWT ETF 464287309 BBG001S561Q8 245977 3850 SH SOLE 0 0 3850 MCDONALDS CORP COM 580135101 BBG001S5T110 206352 738 SH SOLE 0 0 738 PEPSICO INC COM 713448108 BBG001S695T1 362595 1989 SH SOLE 0 0 1989 RINGCENTRAL INC NOTE 3/0 76680RAF4 26450 30000 PRN SOLE 0 0 30000 S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 329255 955 SH SOLE 0 0 955 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 BBG001T6L7D9 5104273 208168 SH SOLE 0 0 208168 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 BBG001T5XQY3 9127851 262295 SH SOLE 0 0 262295 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 BBG001T6L7C0 4099633 121615 SH SOLE 0 0 121615 SCHWAB STRATEGIC TR INT-TRM U.S TRES 808524854 BBG001T9F7C1 30662146 608014 SH SOLE 0 0 608014 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 BBG001T9F795 9037128 185225 SH SOLE 0 0 185225 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 BBG001T66WN0 29530373 453128 SH SOLE 0 0 453128 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 BBG001T66WQ7 11510814 175523 SH SOLE 0 0 175523 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 BBG001T5XQV6 6643521 137348 SH SOLE 0 0 137348 SCHWAB STRATEGIC TR US REIT ETF 808524847 BBG001V039G2 5457485 279871 SH SOLE 0 0 279871 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 BBG001T5XQW5 490554 11699 SH SOLE 0 0 11699 TESLA INC COM 88160R101 BBG001SQKGD7 844985 4073 SH SOLE 0 0 4073 UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 1109641 2348 SH SOLE 0 0 2348 VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 24661537 98868 SH SOLE 0 0 98868 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 247078 657 SH SOLE 0 0 657 VANGUARD INDEX FDS SM CP VAL ETF 922908611 BBG001SHVTR2 4555185 28692 SH SOLE 0 0 28692 VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 1120300 5910 SH SOLE 0 0 5910 VANGUARD INDEX FDS SML CP GRW ETF 922908595 BBG001SHTTW9 6668440 30814 SH SOLE 0 0 30814 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 743128 3641 SH SOLE 0 0 3641 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 24134548 174749 SH SOLE 0 0 174749 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 BBG001SP7T00 285455 5339 SH SOLE 0 0 5339 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 2636631 65263 SH SOLE 0 0 65263 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 BBG001T0SKD6 1323236 12113 SH SOLE 0 0 12113 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 BBG003H12XS7 227145 4750 SH SOLE 0 0 4750 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 BBG001T62M92 1856302 30959 SH SOLE 0 0 30959 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 BBG001T62M74 62619594 1069689 SH SOLE 0 0 1069689 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 12122634 268378 SH SOLE 0 0 268378