Instuitional Investor - Capstone Capital Wealth Advisors
Fund Profile
Filing Period:
| Fund Name: | Capstone Capital Wealth Advisors |
| Portfolio Value | $149,620,610 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 1,722,332 | $66,430,345 | 44.4% | |
| 2. | Dimensional Etf Trust | 1,105,946 | $36,263,969 | 24.24% | |
| 3. | Dimensional Etf Trust | 543,642 | $17,434,599 | 11.65% | |
| 4. | Vanguard Scottsdale Funds | 140,404 | $11,222,492 | 7.5% | |
| 5. | Vanguard Mun Bd Fds | 176,944 | $8,859,586 | 5.92% |
Hedge Fund Resource Center 
