Capstone Capital Wealth Advisors

Capstone Capital Wealth Advisors as of Dec. 31, 2023

Portfolio Holdings for Capstone Capital Wealth Advisors

Capstone Capital Wealth Advisors holds 19 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 39.5 $40M 1.4M 29.23
Dimensional Etf Trust Intl Core Equity (DFIC) 21.2 $22M 845k 25.53
Dimensional Etf Trust Emerging Mkts Co (DFEM) 11.0 $11M 448k 24.96
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 8.3 $8.5M 110k 77.37
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 6.7 $6.8M 134k 51.05
Terran Orbital Corporation (LLAP) 6.6 $6.7M 5.9M 1.14
Ishares Tr National Mun Etf (MUB) 1.1 $1.1M 10k 108.41
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.1 $1.1M 14k 81.28
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) 0.9 $876k 33k 26.91
Ishares Tr Shrt Nat Mun Etf (SUB) 0.7 $690k 6.5k 105.43
Microsoft Corporation (MSFT) 0.6 $592k 1.6k 376.04
Apple (AAPL) 0.6 $582k 3.0k 192.53
Las Vegas Sands (LVS) 0.5 $495k 10k 49.21
Western Asset Managed Municipals Fnd (MMU) 0.4 $359k 35k 10.17
Chevron Corporation (CVX) 0.3 $262k 1.8k 149.16
Cathay General Ban (CATY) 0.2 $225k 5.1k 44.57
Dimensional Etf Trust Us Equity Etf (DFUS) 0.2 $214k 4.1k 51.83
Broadcom (AVGO) 0.2 $210k 188.00 1116.25
Beyondspring SHS (BYSI) 0.0 $46k 51k 0.90