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Home > Institutional Investor > Capstone Wealth Management, Llc > 13F Holdings

Instuitional Investor - Capstone Wealth Management, Llc

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%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)