Cornerstone Financial Management LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| VANGUARD ESG US STOCK ETF | $105.8K | 0.1% |
| INTEL CORP | $105.7K | 0.1% |
| COSTCO WHOLESALE CORP /NEW | $103.5K | 0.1% |
| Alphabet Inc. | $94.1K | 0.1% |
| ISHARES RUSSELL 1000 VALUE ETF | $93.6K | 0.1% |
| VANGUARD S&P SMALL-CAP 600 ETF | $86.5K | 0.1% |
| VANGUARD MID-CAP GROWTH ETF | $85.7K | 0.1% |
| BANK OF AMERICA CORP /DE | $85.3K | 0.1% |
| VANGUARD SMALL-CAP ETF | $83.3K | 0.1% |
| EXXON MOBIL CORP | $83.3K | 0.1% |
| VERTEX PHARMACEUTICALS INC / MA | $82.5K | 0.1% |
| Merck & Co., Inc. | $82.0K | 0.1% |
| BAHL & GAYNOR SMALL/MID CAP INCOME GROWTH ETF | $80.6K | 0.1% |
| Bank of New York Mellon Corp/The | $80.2K | 0.1% |
| VANGUARD REAL ESTATE ETF | $79.5K | 0.1% |
| WELLS FARGO & COMPANY/MN | $76.8K | 0.1% |
| INVESCO QQQ TRUST SERIES I | $76.8K | 0.1% |
| LOWES COMPANIES INC | $72.6K | 0.1% |
| VERIZON COMMUNICATIONS INC | $72.2K | 0.1% |
| EATON VANCE TOTAL RETURN BOND ETF | $70.8K | 0.1% |
| FIDELITY NASDAQ COMPOSITE INDEX ETF | $68.9K | 0.1% |
| TRAVELERS COMPANIES, INC. | $66.4K | 0.1% |
| MICRON TECHNOLOGY INC | $61.4K | 0.1% |
| T ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | $60.8K | 0.1% |
| AbbVie Inc. | $60.5K | 0.1% |
| MCDONALD'S CORP | $59.3K | 0.1% |
| WHEATON PRECIOUS METALS CORP COM | $55.5K | 0.1% |
| iShares MSCI UAE ETF | $54.0K | 0.1% |
| VANGUARD HEALTH CARE ETF | $52.4K | 0.0% |
| Blue Owl Capital CorpOBDC | $49.7K | 0.0% |
| The Boeing Company | $49.3K | 0.0% |
| GENERAL ELECTRIC CO | $48.4K | 0.0% |
| PROCTER & GAMBLE Co | $42.1K | 0.0% |
| VANGUARD FTSE DEVELOPED MARKETS ETF | $39.0K | 0.0% |
| VANGUARD MID-CAP VALUE ETF | $38.5K | 0.0% |
| SYSCO CORP | $37.4K | 0.0% |
| Aon plc | $37.4K | 0.0% |
| Zimmer Biomet Holdings Inc | $37.0K | 0.0% |
| ALTRIA GROUP, INC. | $36.0K | 0.0% |
| VANGUARD TOTAL INTERNATIONAL STOCK ETF | $34.6K | 0.0% |
| CITIGROUP INC | $34.1K | 0.0% |
| THE GOLDMAN SACHS GROUP, INC. | $33.4K | 0.0% |
| ALLSTATE CORP | $31.8K | 0.0% |
| Morgan Stanley | $31.6K | 0.0% |
| CATERPILLAR INC | $31.5K | 0.0% |
| Palantir Technologies Inc | $31.5K | 0.0% |
| AMPHENOL CORP /DE | $30.5K | 0.0% |
| iShares MSCI UAE ETF | $30.0K | 0.0% |
| ISHARES FLOATING RATE BOND ETF | $29.8K | 0.0% |
| ONEOK Inc | $29.2K | 0.0% |