Instuitional Investor - Capstone Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Capstone Wealth Management, Llc |
| Portfolio Value | $102,356,372 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 425,452 | $14,716,394 | 14.37% | |
| 2. | Ea Series Trust | 553,964 | $11,993,312 | 11.71% | |
| 3. | Dimensional Etf Trust | 208,336 | $11,595,992 | 11.32% | |
| 4. | Dimensional Etf Trust | 266,768 | $9,464,925 | 9.24% | |
| 5. | Dimensional Etf Trust | 130,546 | $8,322,323 | 8.13% |
