Instuitional Investor - Capstone Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Capstone Wealth Management, Llc |
| Portfolio Value | $100,366,991 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 418,390 | $13,802,684 | 13.75% | |
| 2. | Ea Series Trust | 567,968 | $11,041,303 | 11% | |
| 3. | Dimensional Etf Trust | 205,960 | $10,604,886 | 10.57% | |
| 4. | Dimensional Etf Trust | 264,662 | $10,417,090 | 10.38% | |
| 5. | Dimensional Etf Trust | 199,729 | $8,230,848 | 8.2% |
