Instuitional Investor - Capstone Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Capstone Wealth Management, Llc |
| Portfolio Value | $114,088,084 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 392,507 | $14,067,450 | 12.33% | |
| 2. | Ea Series Trust | 663,448 | $13,521,072 | 11.85% | |
| 3. | Dimensional Etf Trust | 170,128 | $11,401,974 | 9.99% | |
| 4. | Dimensional Etf Trust | 262,421 | $11,239,491 | 9.85% | |
| 5. | Dimensional Etf Trust | 206,143 | $11,123,493 | 9.75% |
