Instuitional Investor - Capstone Capital Wealth Advisors
Fund Profile
Filing Period:
| Fund Name: | Capstone Capital Wealth Advisors |
| Portfolio Value | $122,258,003 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 1,618,711 | $55,991,213 | 45.79% | |
| 2. | Dimensional Etf Trust | 1,021,443 | $26,399,195 | 21.59% | |
| 3. | Dimensional Etf Trust | 499,505 | $13,082,036 | 10.7% | |
| 4. | Vanguard Scottsdale Funds | 126,355 | $9,856,954 | 8.06% | |
| 5. | Vanguard Mun Bd Fds | 170,991 | $8,571,754 | 7.01% |
