Instuitional Investor - Capstone Wealth Management Group, Llc
Fund Profile
Filing Period:
| Fund Name: | Capstone Wealth Management Group, Llc |
| Portfolio Value | $186,773,760 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Invesco Exch Trd Slf Idx Fd | 870,589 | $16,915,541 | 9.05% | |
| 2. | Ishares Tr | 113,348 | $12,480,718 | 6.68% | |
| 3. | Invesco Actively Managed Exc | 233,300 | $11,690,620 | 6.25% | |
| 4. | Vanguard Whitehall Funds | 87,746 | $11,195,473 | 5.99% | |
| 5. | Spdr Series Trust | 406,738 | $9,041,784 | 4.84% |
