Cornerstone Financial Management LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| VANGUARD MEGA CAP GROWTH ETF | $5.37M | 5.0% |
| VANGUARD MEGA CAP VALUE ETF | $5.22M | 4.9% |
| VANGUARD SHORT-TERM TREASURY ETF | $5.03M | 4.7% |
| VANGUARD INTERMEDIATE-TERM TREASURY ETF | $5.01M | 4.7% |
| VANGUARD MEGA CAP ETF | $4.00M | 3.8% |
| VANGUARD MORTGAGE-BACKED SECURITIES ETF | $3.91M | 3.7% |
| FIRST TRUST LOW DURATION OPPORTUNITIES ETF | $3.82M | 3.6% |
| SCHWAB US LARGE-CAP ETF | $3.81M | 3.6% |
| VANGUARD DIVIDEND APPRECIATION ETF | $3.75M | 3.5% |
| ISHARES MSCI EAFE GROWTH ETF | $2.40M | 2.3% |
| ISHARES MSCI EAFE VALUE ETF | $2.32M | 2.2% |
| TIMOTHY PLAN US LARGE/MID CAP CORE ETF | $2.05M | 1.9% |
| Apple Inc. | $2.03M | 1.9% |
| VANGUARD SHORT-TERM CORPORATE BOND ETF | $1.98M | 1.9% |
| VANGUARD MID-CAP ETF | $1.86M | 1.7% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $1.82M | 1.7% |
| VANGUARD TAX-EXEMPT BOND ETF | $1.54M | 1.4% |
| JPMORGAN INCOME ETF | $1.52M | 1.4% |
| VANGUARD S&P MID-CAP 400 VALUE ETF | $1.51M | 1.4% |
| ISHARES RUSSELL MID-CAP GROWTH ETF | $1.48M | 1.4% |
| INSPIRE CORPORATE BOND ETF | $1.40M | 1.3% |
| VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $1.34M | 1.3% |
| SPDR S&P 500 ETF TRUST | $1.32M | 1.2% |
| NUVEEN ESG LARGE-CAP GROWTH ETF | $1.31M | 1.2% |
| VANGUARD FTSE EMERGING MARKETS ETF | $1.28M | 1.2% |
| COLUMBIA US EQUITY INCOME ETF | $1.24M | 1.2% |
| iShares MSCI UAE ETF | $1.19M | 1.1% |
| MICROSOFT CORP | $1.16M | 1.1% |
| ONEASCENT INTERNATIONAL EQUITY ETF | $1.14M | 1.1% |
| ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF | $1.14M | 1.1% |
| ISHARES RUSSELL 1000 ETF | $1.04M | 1.0% |
| JPMORGAN CHASE & CO | $1.02M | 1.0% |
| VANGUARD TOTAL STOCK MARKET ETF | $1.02M | 1.0% |
| ISHARES ESG SELECT SCREENED S&P 500 ETF | $1.01M | 1.0% |
| Alphabet Inc. | $1.01M | 0.9% |
| INSPIRE SMALL/MID CAP ETF | $952.4K | 0.9% |
| INSPIRE INTERNATIONAL ETF | $933.9K | 0.9% |
| iShares MSCI UAE ETF | $918.4K | 0.9% |
| PRAXIS IMPACT LARGE CAP GROWTH ETF | $752.3K | 0.7% |
| ISHARES CORE S&P 500 ETF | $745.2K | 0.7% |
| VANGUARD SHORT-TERM TAX EXEMPT BOND ETF | $664.8K | 0.6% |
| iShares MSCI UAE ETF | $594.8K | 0.6% |
| Amazon.com Inc | $591.1K | 0.6% |
| FIDELITY ENHANCED SMALL CAP ETF | $552.7K | 0.5% |
| NVIDIA Corp | $528.4K | 0.5% |
| VANGUARD GROWTH ETF | $465.4K | 0.4% |
| Broadcom Inc. | $425.4K | 0.4% |
| Warren E. Buffett | $405.6K | 0.4% |
| NUVEEN ESG MID-CAP VALUE ETF | $401.9K | 0.4% |
| ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | $391.0K | 0.4% |