Instuitional Investor - Capstone Wealth Management Group, Llc
Fund Profile
Filing Period:
| Fund Name: | Capstone Wealth Management Group, Llc |
| Portfolio Value | $175,254,090 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Invesco Exch Trd Slf Idx Fd | 828,427 | $16,137,751 | 9.21% | |
| 2. | Invesco Actively Managed Exc - ULTRA SHRT DUR | 266,903 | $13,377,183 | 7.63% | |
| 3. | Ishares Tr | 109,405 | $12,084,814 | 6.9% | |
| 4. | Vanguard Whitehall Funds | 87,486 | $11,282,122 | 6.44% | |
| 5. | Invesco Exch Traded Fd Tr Ii - S&P 500 MOMNTM | 116,148 | $10,747,206 | 6.13% |
