MondegarAI
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC

Q4 2022 · 13F-HR

CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCholdings as filed

Filed 2024-11-19 · accession 0002044324-24-000014

$187.2M
Reported value
80
Positions
2022-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$16.9M9.02%43,935CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$16.9M9.01%373,583CommonNONE
45409F843MMINNEW YORK LIFE INVTS ACTIVE E$12.1M6.48%510,592CommonNONE
46429B663HDVISHARES TR$11.0M5.88%105,565CommonNONE
922908637VVVANGUARD INDEX FDS$8.3M4.45%47,777CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$7.0M3.72%138,977CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$6.6M3.53%17,279CommonNONE
464287168DVYISHARES TR$6.1M3.27%50,691CommonNONE
381430529GBILGOLDMAN SACHS ETF TR$6.0M3.19%59,828CommonNONE
78464A649SPABSPDR SER TR$5.8M3.08%229,808CommonNONE
921946810VIGIVANGUARD WHITEHALL FDS$5.5M2.95%79,278CommonNONE
381430438GSEWGOLDMAN SACHS ETF TR$4.7M2.53%81,854CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$4.5M2.41%139,895CommonNONE
464287614IWFISHARES TR$3.8M2.06%17,961CommonNONE
464287465EFAISHARES TR$3.7M1.96%55,821CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$3.0M1.58%27,406CommonNONE
922020805VTIPVANGUARD MALVERN FDS$2.8M1.50%60,068CommonNONE
464288687PFFISHARES TR$2.8M1.49%91,375CommonNONE
92204A702VGTVANGUARD WORLD FD$2.7M1.46%8,531CommonNONE
74347B839EFADPROSHARES TR$2.7M1.44%76,140CommonNONE
808524607SCHASCHWAB STRATEGIC TR$2.6M1.41%65,141CommonNONE
92206C664VTWOVANGUARD SCOTTSDALE FDS$2.6M1.37%36,516CommonNONE
74348A467NOBLPROSHARES TR$2.5M1.32%27,435CommonNONE
46432F339QUALISHARES TR$2.4M1.27%20,907CommonNONE
78467V103RLYSSGA ACTIVE ETF TR$2.3M1.23%83,639CommonNONE
45409F827MMITNEW YORK LIFE INVTS ACTIVE E$2.0M1.09%84,687CommonNONE
45782C573PNOVINNOVATOR ETFS TRUST$2.0M1.06%65,854CommonNONE
922907746VTEBVANGUARD MUN BD FDS$2.0M1.05%39,652CommonNONE
464287226AGGISHARES TR$1.8M0.99%19,065CommonNONE
464287655IWMISHARES TR$1.6M0.83%8,932CommonNONE
464287804IJRISHARES TR$1.6M0.83%16,397CommonNONE
464287507IJHISHARES TR$1.5M0.83%6,391CommonNONE
808524722SCHKSCHWAB STRATEGIC TR$1.3M0.72%36,554CommonNONE
808524870SCHPSCHWAB STRATEGIC TR$1.3M0.72%26,065CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$1.3M0.70%8,651CommonNONE
464287622IWBISHARES TR$1.2M0.66%5,910CommonNONE
037833100AAPLAPPLE INC$1.2M0.66%9,548CommonNONE
46432F388VLUEISHARES TR$1.0M0.55%11,278CommonNONE
69344A800PTRBPGIM ETF TR$983,1720.53%24,079CommonNONE
302578109FNCB BANCORP INC$852,1320.46%103,792CommonNONE
46435G409IVLUISHARES TR$820,9830.44%35,433CommonNONE
003261104BCIABRDN ETFS$818,3160.44%37,095CommonNONE
45409B800MNANEW YORK LIFE INVESTMENTS ET$810,4800.43%25,543CommonNONE
46434V613IUSBISHARES TR$809,1890.43%18,010CommonNONE
464287564ICFISHARES TR$785,9120.42%14,331CommonNONE
30231G102XOMEXXON MOBIL CORP$753,2390.40%6,829CommonNONE
78468R663BILSPDR SER TR$745,1150.40%8,146CommonNONE
302520101FNBF N B CORP$740,9010.40%56,774CommonNONE
78468R200FLRNSPDR SER TR$716,5350.38%23,578CommonNONE
921937827BSVVANGUARD BD INDEX FDS$703,8680.38%9,350CommonNONE
69351T106PPLPPL CORP$661,1320.35%22,626CommonNONE
921937835BNDVANGUARD BD INDEX FDS$643,3270.34%8,955CommonNONE
41653L305HTRBHARTFORD FDS EXCHANGE TRADED$635,2600.34%19,227CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$577,6430.31%1,870CommonNONE
922908769VTIVANGUARD INDEX FDS$562,7160.30%2,943CommonNONE
988498101YUMYUM BRANDS INC$550,7440.29%4,300CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$520,6340.28%7,886CommonNONE
464287630IWNISHARES TR$513,4950.27%3,703CommonNONE
464288174WOODISHARES TR$503,0660.27%6,915CommonNONE
33733E500QCLNFIRST TR EXCHANGE-TRADED FD$498,3740.27%10,561CommonNONE
922908751VBVANGUARD INDEX FDS$497,7600.27%2,712CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$497,0600.27%3,528CommonNONE
53656F623INFLLISTED FD TR$473,1760.25%15,031CommonNONE
097023105BABOEING CO$439,0790.23%2,305CommonNONE
46434V621DGROISHARES TR$437,4000.23%8,748CommonNONE
478160104JNJJOHNSON & JOHNSON$435,7960.23%2,467CommonNONE
00287Y109ABBVABBVIE INC$406,9340.22%2,518CommonNONE
655844108NSCNORFOLK SOUTHN CORP$369,6300.20%1,500CommonNONE
464288448IDVISHARES TR$343,3020.18%12,640CommonNONE
580135101MCDMCDONALDS CORP$320,1890.17%1,215CommonNONE
46435G425ESGUISHARES TR$311,9650.17%3,681CommonNONE
742718109PGPROCTER AND GAMBLE CO$294,4810.16%1,943CommonNONE
002824100ABTABBOTT LABS$274,4750.15%2,500CommonNONE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$257,4670.14%3,068CommonNONE
78468R853SPSMSPDR SER TR$253,0600.14%6,845CommonNONE
47103U886VNLAJANUS DETROIT STR TR$237,8530.13%5,018CommonNONE
921910725VSGXVANGUARD WORLD FD$235,7680.13%4,793CommonNONE
778296103ROSTROSS STORES INC$232,1400.12%2,000CommonNONE
98850P109YUMCYUM CHINA HLDGS INC$218,6000.12%4,000CommonNONE
494368103KMBKIMBERLY-CLARK CORP$208,1050.11%1,533CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.