Cornerstone Financial Management LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $388.8K | 0.4% |
| VANGUARD RUSSELL 2000 GROWTH ETF | $377.6K | 0.4% |
| ISHARES CORE MSCI EAFE ETF | $372.9K | 0.4% |
| ISHARES ESG AWARE USD CORPORATE BOND ETF | $370.2K | 0.3% |
| ISHARES CORE DIVIDEND GROWTH ETF | $368.6K | 0.3% |
| ISHARES CORE S&P MID-CAP ETF | $362.1K | 0.3% |
| ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | $352.1K | 0.3% |
| COCA COLA CO | $345.4K | 0.3% |
| ISHARES RUSSELL 1000 GROWTH ETF | $327.1K | 0.3% |
| ISHARES MSCI EAFE SMALL-CAP ETF | $325.5K | 0.3% |
| DARDEN RESTAURANTS INC | $324.2K | 0.3% |
| Mastercard Inc | $323.1K | 0.3% |
| VANGUARD RUSSELL 2000 VALUE ETF | $318.0K | 0.3% |
| ELI LILLY & Co | $312.7K | 0.3% |
| UNITEDHEALTH GROUP INC | $307.7K | 0.3% |
| ISHARES ESG AWARE MSCI EM ETF | $306.5K | 0.3% |
| JOHNSON & JOHNSON | $286.4K | 0.3% |
| VANGUARD TOTAL WORLD STOCK ETF | $275.1K | 0.3% |
| HOME DEPOT, INC. | $271.8K | 0.3% |
| ISHARES TREASURY FLOATING RATE BOND ETF | $266.8K | 0.3% |
| Walmart Inc. | $266.0K | 0.2% |
| ISHARES CORE S&P SMALL CAP ETF | $265.0K | 0.2% |
| Welltower, Inc. | $236.5K | 0.2% |
| VANGUARD SMALL CAP VALUE ETF | $232.1K | 0.2% |
| ISHARES CORE S&P US GROWTH ETF | $226.7K | 0.2% |
| Meta Platforms Inc | $220.5K | 0.2% |
| CISCO SYSTEMS, INC. | $214.3K | 0.2% |
| ISHARES MICRO-CAP ETF | $209.5K | 0.2% |
| VANGUARD S&P 500 ETF | $169.2K | 0.2% |
| LOCKHEED MARTIN CORP | $168.8K | 0.2% |
| GENERAL MILLS INC | $168.4K | 0.2% |
| Visa Inc | $159.9K | 0.2% |
| iShares MSCI UAE ETF | $158.2K | 0.1% |
| VANGUARD SMALL-CAP GROWTH ETF | $154.1K | 0.1% |
| VANGUARD VALUE ETF | $149.9K | 0.1% |
| NEXTERA ENERGY INC | $149.3K | 0.1% |
| FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $144.5K | 0.1% |
| ISHARES SELECT DIVIDEND ETF | $141.1K | 0.1% |
| AMGEN INC | $138.5K | 0.1% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM | $127.3K | 0.1% |
| CHEVRON CORP | $126.7K | 0.1% |
| JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | $124.8K | 0.1% |
| REALTY INCOME CORP | $121.2K | 0.1% |
| NOVARTIS AG SPONSORED ADR | $117.9K | 0.1% |
| Nuveen S&P 500 BuyWrite Income Fund | $117.6K | 0.1% |
| RTX Corp | $117.0K | 0.1% |
| VANGUARD S&P SMALL-CAP 600 VALUE ETF | $115.4K | 0.1% |
| VANGUARD LARGE-CAP ETF | $114.9K | 0.1% |
| Tesla Inc | $112.9K | 0.1% |
| PEPSICO INC | $110.1K | 0.1% |