0001085146-23-000325.txt : 20230124 0001085146-23-000325.hdr.sgml : 20230124 20230123214008 ACCESSION NUMBER: 0001085146-23-000325 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230124 DATE AS OF CHANGE: 20230123 EFFECTIVENESS DATE: 20230124 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: 23545719 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 12-31-2022 12-31-2022 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 01-23-2023 0 43 257854446 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE 3M CO COM 88579Y101 243078 2027 SH SOLE 0 0 2027 APPLE INC COM 037833100 566625 4361 SH SOLE 0 0 4361 BERKSHIRE HATHAWAY INC DEL CL A 084670108 1406133 3 SH SOLE 0 0 3 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 996203 3225 SH SOLE 0 0 3225 ISHARES TR EAFE GRWTH ETF 464288885 611448 7300 SH SOLE 0 0 7300 ISHARES TR EAFE SML CP ETF 464288273 728344 12896 SH SOLE 0 0 12896 ISHARES TR MSCI EAFE ETF 464287465 261838 3989 SH SOLE 0 0 3989 ISHARES TR MSCI EMG MKT ETF 464287234 280537 7402 SH SOLE 0 0 7402 ISHARES TR RUS 1000 GRW ETF 464287614 4367836 20388 SH SOLE 0 0 20388 ISHARES TR RUS 1000 VAL ETF 464287598 2970547 19588 SH SOLE 0 0 19588 ISHARES TR RUS 2000 GRW ETF 464287648 1821482 8491 SH SOLE 0 0 8491 ISHARES TR RUS 2000 VAL ETF 464287630 1919766 13844 SH SOLE 0 0 13844 ISHARES TR S&P 500 GRWT ETF 464287309 225225 3850 SH SOLE 0 0 3850 PEPSICO INC COM 713448108 368366 2039 SH SOLE 0 0 2039 RINGCENTRAL INC NOTE 3/0 76680RAF4 25960 30000 PRN SOLE 0 0 30000 S&P GLOBAL INC COM 78409V104 319868 955 SH SOLE 0 0 955 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 4787630 202266 SH SOLE 0 0 202266 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 8069493 250528 SH SOLE 0 0 250528 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 3777966 120050 SH SOLE 0 0 120050 SCHWAB STRATEGIC TR INT-TRM U.S TRES 808524854 28771637 584433 SH SOLE 0 0 584433 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 8549382 177226 SH SOLE 0 0 177226 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 23470701 422439 SH SOLE 0 0 422439 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 10804519 163655 SH SOLE 0 0 163655 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 6823890 151138 SH SOLE 0 0 151138 SCHWAB STRATEGIC TR US REIT ETF 808524847 5070164 262839 SH SOLE 0 0 262839 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 471308 11634 SH SOLE 0 0 11634 TESLA INC COM 88160R101 484467 3933 SH SOLE 0 0 3933 UNITEDHEALTH GROUP INC COM 91324P102 1248044 2354 SH SOLE 0 0 2354 VANGUARD INDEX FDS GROWTH ETF 922908736 21577383 101250 SH SOLE 0 0 101250 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 230830 657 SH SOLE 0 0 657 VANGUARD INDEX FDS SM CP VAL ETF 922908611 4428104 27885 SH SOLE 0 0 27885 VANGUARD INDEX FDS SMALL CP ETF 922908751 1057925 5764 SH SOLE 0 0 5764 VANGUARD INDEX FDS SML CP GRW ETF 922908595 5750860 28677 SH SOLE 0 0 28677 VANGUARD INDEX FDS TOTAL STK MKT 922908769 696123 3641 SH SOLE 0 0 3641 VANGUARD INDEX FDS VALUE ETF 922908744 24185864 172301 SH SOLE 0 0 172301 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 286406 5712 SH SOLE 0 0 5712 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2603933 66802 SH SOLE 0 0 66802 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 1216150 11829 SH SOLE 0 0 11829 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 291938 6250 SH SOLE 0 0 6250 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 1666972 28505 SH SOLE 0 0 28505 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 63506828 1098354 SH SOLE 0 0 1098354 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 10712045 255231 SH SOLE 0 0 255231 WELLS FARGO CO NEW COM 949746101 200628 4859 SH SOLE 0 0 4859