MondegarAI
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC

Q4 2021 · 13F-HR

CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCholdings as filed

Filed 2024-11-19 · accession 0002044324-24-000015

$131.7M
Reported value
55
Positions
2021-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$18.9M14.4%39,641CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$15.0M11.4%131,786CommonNONE
46429B663HDVISHARES TR$8.9M6.77%88,306CommonNONE
381430529GBILGOLDMAN SACHS ETF TR$8.8M6.72%88,443CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$7.7M5.88%16,300CommonNONE
464287168DVYISHARES TR$6.7M5.12%54,942CommonNONE
464287614IWFISHARES TR$5.4M4.10%17,649CommonNONE
464287465EFAISHARES TR$3.9M2.93%49,037CommonNONE
381430438GSEWGOLDMAN SACHS ETF TR$3.6M2.71%49,966CommonNONE
74347B839EFADPROSHARES TR$3.5M2.65%76,140CommonNONE
78464A649SPABSPDR SER TR$3.5M2.62%116,487CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$3.3M2.47%53,036CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$3.1M2.38%27,922CommonNONE
46432F339QUALISHARES TR$2.7M2.08%18,819CommonNONE
74348A467NOBLPROSHARES TR$2.7M2.06%27,635CommonNONE
92206C664VTWOVANGUARD SCOTTSDALE FDS$2.3M1.74%25,559CommonNONE
808524870SCHPSCHWAB STRATEGIC TR$1.9M1.45%30,289CommonNONE
464287507IJHISHARES TR$1.8M1.39%6,463CommonNONE
464287804IJRISHARES TR$1.7M1.33%15,272CommonNONE
464287622IWBISHARES TR$1.7M1.29%6,440CommonNONE
464287226AGGISHARES TR$1.6M1.25%14,379CommonNONE
46432F388VLUEISHARES TR$1.5M1.14%13,724CommonNONE
922020805VTIPVANGUARD MALVERN FDS$1.4M1.07%27,531CommonNONE
464287655IWMISHARES TR$1.4M1.07%6,341CommonNONE
464288687PFFISHARES TR$1.4M1.06%35,308CommonNONE
47103U886VNLAJANUS DETROIT STR TR$1.3M0.98%26,028CommonNONE
78463V107GLDSPDR GOLD TR$1.3M0.97%7,435CommonNONE
037833100AAPLAPPLE INC$1.2M0.89%6,626CommonNONE
464287564ICFISHARES TR$1.0M0.76%13,147CommonNONE
126128107CCNECNB FINL CORP PA$993,7500.75%37,500CommonNONE
G0403H108AONAON PLC$887,2530.67%2,952CommonNONE
78468R200FLRNSPDR SER TR$820,1790.62%26,812CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$804,3050.61%4,683CommonNONE
302520101FNBF N B CORP$703,3100.53%57,981CommonNONE
464287630IWNISHARES TR$615,2150.47%3,705CommonNONE
922908769VTIVANGUARD INDEX FDS$565,2110.43%2,341CommonNONE
464288174WOODISHARES TR$515,1440.39%5,600CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$498,2840.38%3,728CommonNONE
45409F843MMINNEW YORK LIFE INVTS ACTIVE E$491,2980.37%17,852CommonNONE
46434V621DGROISHARES TR$486,2140.37%8,748CommonNONE
53656F623INFLLISTED FD TR$469,1180.36%15,031CommonNONE
55261F104MTBM & T BK CORP$463,3510.35%3,017CommonNONE
808524706SCHESCHWAB STRATEGIC TR$441,8120.34%14,916CommonNONE
46434V613IUSBISHARES TR$434,5020.33%8,209CommonNONE
464288448IDVISHARES TR$394,1150.30%12,640CommonNONE
30231G102XOMEXXON MOBIL CORP$379,0110.29%6,194CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$370,0810.28%9,521CommonNONE
929160109VMCVULCAN MATLS CO$314,4840.24%1,515CommonNONE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$295,9020.22%4,091CommonNONE
88160R101TSLATESLA INC$271,5920.21%257CommonNONE
478160104JNJJOHNSON & JOHNSON$239,3270.18%1,399CommonNONE
921909768VXUSVANGUARD STAR FDS$221,8590.17%3,490CommonNONE
003261104BCIABRDN ETFS$221,2100.17%9,622CommonNONE
205887102CAGCONAGRA BRANDS INC$218,8710.17%6,409CommonNONE
301505749EXCHANGE TRADED CONCEPTS TRU$216,2860.16%7,020CommonNONE

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.