Instuitional Investor - Capstone Capital Wealth Advisors
Fund Profile
Filing Period:
| Fund Name: | Capstone Capital Wealth Advisors |
| Portfolio Value | $124,662,993 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 1,683,597 | $55,541,865 | 44.55% | |
| 2. | Dimensional Etf Trust | 1,054,437 | $29,281,715 | 23.49% | |
| 3. | Dimensional Etf Trust | 518,041 | $13,707,365 | 11% | |
| 4. | Vanguard Scottsdale Funds | 125,915 | $9,939,730 | 7.97% | |
| 5. | Vanguard Mun Bd Fds | 175,672 | $8,716,845 | 6.99% |
