Instuitional Investor - Capstone Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Capstone Wealth Management, Llc |
| Portfolio Value | $137,044,566 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ea Series Trust | 708,387 | $16,505,410 | 12.04% | |
| 2. | Dimensional Etf Trust | 391,703 | $15,507,537 | 11.32% | |
| 3. | Dimensional Etf Trust | 201,628 | $14,954,721 | 10.91% | |
| 4. | Dimensional Etf Trust | 266,607 | $13,303,693 | 9.71% | |
| 5. | Dimensional Etf Trust | 203,209 | $12,099,078 | 8.83% |