Instuitional Investor - Capstone Capital Wealth Advisors
Fund Profile
Filing Period:
| Fund Name: | Capstone Capital Wealth Advisors |
| Portfolio Value | $153,910,978 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 1,815,402 | $71,871,765 | 46.7% | |
| 2. | Dimensional Etf Trust | 1,064,522 | $36,683,428 | 23.83% | |
| 3. | Dimensional Etf Trust | 529,203 | $17,506,035 | 11.37% | |
| 4. | Vanguard Scottsdale Funds | 150,484 | $11,998,089 | 7.8% | |
| 5. | Vanguard Mun Bd Fds | 177,817 | $8,942,417 | 5.81% |
Hedge Fund Resource Center 
