Capstone Wealth Management, LLC
Q4 2024 13F Holdings
- Locationtuscaloosa, AL
- Num holdings
47
- Value ($000)
$102,356
- Date Filed01/17/2025
- Form type13F-HR
- CIK0002019411
- 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 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $14.72M | 14 % | 425,452 | ||
BSVO EA SERIES TRUST | EA BRIDGEWAY OMN | 02072L532 | $11.99M | 12 % | 553,964 | ||
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $11.60M | 11 % | 208,336 | ||
DFIV DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $9.46M | 9 % | 266,768 | ||
DFUS DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $8.32M | 8 % | 130,546 | ||
DFUV DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $8.13M | 8 % | 198,666 | ||
DFAX DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $6.09M | 6 % | 244,959 | ||
AVUV AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $5.65M | 6 % | 58,527 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | $3.92M | 4 % | 67,593 | ||
DFAS DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $2.47M | 2 % | 37,941 |
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