Instuitional Investor - Capstone Wealth Management, Inc.
Fund Profile
Filing Period:
| Fund Name: | Capstone Wealth Management, Inc. |
| Portfolio Value | $117,906,826 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 1,040,681 | $40,888,252 | 34.68% | |
| 2. | Dimensional Etf Trust | 108,514 | $7,781,508 | 6.6% | |
| 3. | Dimensional Etf Trust | 211,948 | $7,633,320 | 6.47% | |
| 4. | Dimensional Etf Trust | 111,193 | $6,989,575 | 5.93% | |
| 5. | Dimensional Etf Trust | 133,787 | $5,279,891 | 4.48% |