Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAPSTONE CAPITAL LLC | 04-18-2024 | 03-31-2024 | 21 | 115,751,677 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 1 | $48,232,487 | 1,509,624 | 0.04 | 0.04 | 137,558 | 10.03 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 2 | $24,476,999 | 915,028 | 0.02 | 0.02 | 69,833 | 8.26 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 3 | $12,098,625 | 474,642 | 0.01 | 0.01 | 27,086 | 6.05 | 03-31-2024 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 4 | $8,751,028 | 113,194 | 0.01 | 0.01 | 3,711 | 3.39 | 03-31-2024 |
