Instuitional Investor - Capstone Wealth Management Group, Llc
Fund Profile
Filing Period:
| Fund Name: | Capstone Wealth Management Group, Llc |
| Portfolio Value | $105,707,297 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Invesco Exch Trd Slf Idx Fd | 805,531 | $15,546,748 | 14.7% | |
| 2. | Vanguard Whitehall Funds | 92,789 | $10,357,960 | 9.79% | |
| 3. | Spdr Series Trust | 371,679 | $8,842,244 | 8.36% | |
| 4. | Vanguard World Fd | 24,539 | $6,368,079 | 6.02% | |
| 5. | Invesco Qqq Tr | 13,254 | $5,427,578 | 5.13% |
