Capstone Financial Advisors, Inc.
Q4 2024 13F Holdings
- Locationdowners grove, IL
- Num holdings
157
- Value ($000)
$1,619,678
- Date Filed02/14/2025
- Form type13F-HR
- CIK0001599217
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $275.55M | 17 % | 950,803 | ||
IWB ISHARES TR | RUS 1000 ETF | 464287622 | $219.31M | 14 % | 680,762 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $192.03M | 12 % | 5,551,570 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $119.33M | 7 % | 1,659,432 | ||
NFRA FLEXSHARES TR | STOXX GLOBR INF | 33939L795 | $111.53M | 7 % | 2,056,797 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $70.25M | 4 % | 1,192,073 | ||
MCD MCDONALDS CORP | COM | 580135101 | $62.79M | 4 % | 216,614 | ||
IXUS ISHARES TR | CORE MSCI TOTAL | 46432F834 | $59.60M | 4 % | 901,122 | ||
DFAX DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $55.14M | 3 % | 2,217,826 | ||
BNDX VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | $50.70M | 3 % | 1,033,673 |
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