Instuitional Investor - Capstone Wealth Management Group, Llc
Fund Profile
Filing Period:
| Fund Name: | Capstone Wealth Management Group, Llc |
| Portfolio Value | $104,211,206 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr | 213,053 | $23,525,252 | 22.57% | |
| 2. | Vanguard Whitehall Funds | 83,143 | $11,083,807 | 10.64% | |
| 3. | Vanguard World Fd | 28,092 | $10,286,609 | 9.87% | |
| 4. | MSFT | 11,665 | $5,802,458 | 5.57% | |
| 5. | Vanguard World Fd - MEGA CAP VAL ETF | 37,775 | $4,956,035 | 4.76% |
