Instuitional Investor - Capstone Capital Wealth Advisors
Fund Profile
Filing Period:
| Fund Name: | Capstone Capital Wealth Advisors |
| Portfolio Value | $137,756,236 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 1,736,307 | $62,229,243 | 45.17% | |
| 2. | Dimensional Etf Trust | 1,057,582 | $32,880,224 | 23.87% | |
| 3. | Dimensional Etf Trust | 520,698 | $15,454,317 | 11.22% | |
| 4. | Vanguard Scottsdale Funds | 138,207 | $10,987,457 | 7.98% | |
| 5. | Vanguard Mun Bd Fds | 178,706 | $8,761,955 | 6.36% |
