Capstone Wealth Management, LLC
- SEC CIK
- 0002019411
- 最新申報
- 2026/7/23
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/1/17 申報。只含多頭部位。
- 持股檔數
- 47
- 2024 年第 3 季沒有申報
- 總值
- $1.02 億
- 2024 年第 3 季沒有申報
Capstone Wealth Management, LLC 沒有申報 2024 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 425,452 | $1,472 萬 | 14.4% | – | – | – |
| Ea Series Trust02072L532 | BRID OMN SMA ETF | 553,964 | $1,199 萬 | 11.7% | – | – | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 208,336 | $1,160 萬 | 11.3% | – | – | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 266,768 | $946.5 萬 | 9.2% | – | – | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 130,546 | $832.2 萬 | 8.1% | – | – | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 198,666 | $812.9 萬 | 7.9% | – | – | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 244,959 | $609.0 萬 | 5.9% | – | – | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 58,527 | $565.0 萬 | 5.5% | – | – | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 67,593 | $392.0 萬 | 3.8% | – | – | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 37,941 | $246.9 萬 | 2.4% | – | – | – |
| AAPLApple Inc. | Stock | 8,528 | $213.6 萬 | 2.1% | – | – | 歷史 |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 46,816 | $136.7 萬 | 1.3% | – | – | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 20,092 | $130.8 萬 | 1.3% | – | – | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 44,020 | $115.3 萬 | 1.1% | – | – | – |
| MSFTMicrosoft Corp | Stock | 2,435 | $102.6 萬 | 1.0% | – | – | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 7,135 | $91.8 萬 | 0.9% | – | – | – |
| VMCVulcan Materials CO | COM | 3,526 | $90.7 萬 | 0.9% | – | – | 歷史 |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 21,609 | $87.5 萬 | 0.9% | – | – | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 12,135 | $80.3 萬 | 0.8% | – | – | – |
| CADECadence Bancorporation | EQUITY US CM | 19,410 | $66.9 萬 | 0.7% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 4,615 | $62.0 萬 | 0.6% | – | – | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 12,726 | $61.6 萬 | 0.6% | – | – | – |
| SOSouthern Co | Stock | 6,937 | $57.1 萬 | 0.6% | – | – | 歷史 |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 11,284 | $52.9 萬 | 0.5% | – | – | – |
| AMZNAmazon Com Inc | Stock | 2,264 | $49.7 萬 | 0.5% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,632 | $47.3 萬 | 0.5% | – | – | – |
| WMTWalmart Inc. | Stock | 4,000 | $36.1 萬 | 0.4% | – | – | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 3,000 | $34.7 萬 | 0.3% | – | – | – |
| iShares Tr46435G409 | MSCI INTL VLU FT | 12,618 | $34.2 萬 | 0.3% | – | – | – |
| iShares Tr46435G326 | CORE MSCI INTL | 5,199 | $33.5 萬 | 0.3% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 566 | $33.1 萬 | 0.3% | – | – | 歷史 |
| SYKStryker Corp | Stock | 862 | $31.0 萬 | 0.3% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,596 | $30.4 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 5,769 | $30.3 萬 | 0.3% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 1,191 | $28.5 萬 | 0.3% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 310 | $28.4 萬 | 0.3% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,463 | $27.7 萬 | 0.3% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,435 | $26.2 萬 | 0.3% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,126 | $26.1 萬 | 0.3% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 562 | $25.5 萬 | 0.2% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 321 | $24.8 萬 | 0.2% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,295 | $23.0 萬 | 0.2% | – | – | 歷史 |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 8,827 | $22.5 萬 | 0.2% | – | – | – |
| NUENucor Corp | COM | 1,850 | $21.6 萬 | 0.2% | – | – | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 3,397 | $20.0 萬 | 0.2% | – | – | – |
| BBVABanco Bilbao Vizcaya Argentaria, S.A. | SPONSORED ADR | 11,556 | $11.2 萬 | 0.1% | – | – | 歷史 |
| ORGNOrigin Materials, Inc. | COM | 38,692 | $4.95 萬 | <0.1% | – | – | 歷史 |