Cornerstone Wealth Advisors, Inc.

The portfolio composition has shifted from what appears to have been a more concentrated or actively managed strategy to a highly systematic, rules-based approach. The firm now holds 51 positions, and the strategy is overwhelmingly passive, utilizing Exchange Traded Funds (ETFs) to gain market exposure. The portfolio is highly diversified, though it maintains a distinct preference for specific asset classes (U.S. Large Cap and Fixed Income).

2. Key Holdings

The portfolio is dominated by core "building block" ETFs from major providers like Vanguard and Schwab. The top 10 positions account for 86.94% of the total portfolio value, indicating a focused core-satellite approach where the "core" constitutes the vast majority of assets.