Instuitional Investor - Capstone Capital Wealth Advisors
Fund Profile
Filing Period:
| Fund Name: | Capstone Capital Wealth Advisors |
| Portfolio Value | $101,615,987 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 1,372,066 | $40,105,489 | 39.46% | |
| 2. | Dimensional Etf Trust | 845,195 | $21,577,828 | 21.23% | |
| 3. | Dimensional Etf Trust | 447,556 | $11,170,998 | 10.99% | |
| 4. | Vanguard Scottsdale Funds | 109,483 | $8,470,700 | 8.33% | |
| 5. | Vanguard Mun Bd Fds | 133,547 | $6,817,574 | 6.7% |
