Instuitional Investor - Capstone Wealth Management, Inc.
Fund Profile
Filing Period:
| Fund Name: | Capstone Wealth Management, Inc. |
| Portfolio Value | $114,119,516 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 1,034,677 | $41,014,587 | 35.94% | |
| 2. | Dimensional Etf Trust | 110,788 | $8,224,874 | 7.21% | |
| 3. | Dimensional Etf Trust | 193,739 | $6,727,794 | 5.9% | |
| 4. | Dimensional Etf Trust | 100,194 | $5,970,050 | 5.23% | |
| 5. | IEF | 7,718 | $5,290,291 | 4.64% |