0001085146-22-003494.txt : 20221019 0001085146-22-003494.hdr.sgml : 20221019 20221018185121 ACCESSION NUMBER: 0001085146-22-003494 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221019 DATE AS OF CHANGE: 20221018 EFFECTIVENESS DATE: 20221019 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: 221316933 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 13F-HR LIVE false false false 0001862176 XXXXXXXX 09-30-2022 09-30-2022 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 10-18-2022 0 44 253236 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE 3M CO COM 88579Y101 224 2027 SH SOLE 0 0 2027 APPLE INC COM 037833100 603 4361 SH SOLE 0 0 4361 BERKSHIRE HATHAWAY INC DEL CL A 084670108 1219 3 SH SOLE 0 0 3 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 880 3295 SH SOLE 0 0 3295 DOCUSIGN INC NOTE 1/1 256163AD8 42 45000 PRN SOLE 0 0 45000 ISHARES TR EAFE GRWTH ETF 464288885 319 4400 SH SOLE 0 0 4400 ISHARES TR EAFE SML CP ETF 464288273 694 14231 SH SOLE 0 0 14231 ISHARES TR MSCI EAFE ETF 464287465 289 5157 SH SOLE 0 0 5157 ISHARES TR MSCI EMG MKT ETF 464287234 363 10402 SH SOLE 0 0 10402 ISHARES TR RUS 1000 GRW ETF 464287614 4624 21977 SH SOLE 0 0 21977 ISHARES TR RUS 1000 VAL ETF 464287598 2798 20578 SH SOLE 0 0 20578 ISHARES TR RUS 2000 GRW ETF 464287648 1779 8611 SH SOLE 0 0 8611 ISHARES TR RUS 2000 VAL ETF 464287630 2034 15779 SH SOLE 0 0 15779 ISHARES TR S&P 500 GRWT ETF 464287309 223 3850 SH SOLE 0 0 3850 PEPSICO INC COM 713448108 333 2039 SH SOLE 0 0 2039 RINGCENTRAL INC NOTE 3/0 76680RAF4 25 30000 PRN SOLE 0 0 30000 S&P GLOBAL INC COM 78409V104 292 955 SH SOLE 0 0 955 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 4435 198006 SH SOLE 0 0 198006 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 6713 238658 SH SOLE 0 0 238658 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 3304 119064 SH SOLE 0 0 119064 SCHWAB STRATEGIC TR INT-TRM U.S TRES 808524854 29579 601927 SH SOLE 0 0 601927 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 11028 228508 SH SOLE 0 0 228508 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 22619 405293 SH SOLE 0 0 405293 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 10176 173923 SH SOLE 0 0 173923 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 7776 183624 SH SOLE 0 0 183624 SCHWAB STRATEGIC TR US REIT ETF 808524847 4686 250714 SH SOLE 0 0 250714 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 426 11266 SH SOLE 0 0 11266 TESLA INC COM 88160R101 1043 3933 SH SOLE 0 0 3933 VANGUARD INDEX FDS GROWTH ETF 922908736 20920 97779 SH SOLE 0 0 97779 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 204 2539 SH SOLE 0 0 2539 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 216 657 SH SOLE 0 0 657 VANGUARD INDEX FDS SM CP VAL ETF 922908611 4092 28532 SH SOLE 0 0 28532 VANGUARD INDEX FDS SMALL CP ETF 922908751 1123 6572 SH SOLE 0 0 6572 VANGUARD INDEX FDS SML CP GRW ETF 922908595 5331 27322 SH SOLE 0 0 27322 VANGUARD INDEX FDS TOTAL STK MKT 922908769 653 3641 SH SOLE 0 0 3641 VANGUARD INDEX FDS VALUE ETF 922908744 21311 172584 SH SOLE 0 0 172584 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 253 5704 SH SOLE 0 0 5704 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2689 73695 SH SOLE 0 0 73695 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 1312 14141 SH SOLE 0 0 14141 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 808 16800 SH SOLE 0 0 16800 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 287 4925 SH SOLE 0 0 4925 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 65036 1125391 SH SOLE 0 0 1125391 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 10270 282463 SH SOLE 0 0 282463 WELLS FARGO CO NEW COM 949746101 205 5093 SH SOLE 0 0 5093