Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAPSTONE FINANCIAL ADVISORS INC | 02-13-2024 | 12-31-2023 | 151 | 1,396,348,312 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | 1 | $205,042,975 | 864,358 | 0.01 | 0.01 | 15,692 | 1.85 | 12-31-2023 |
| ISHARES TR | RUS 1000 ETF | 2 | $185,402,262 | 706,941 | 0.01 | 0.01 | -19,267 | -2.65 | 12-31-2023 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 3 | $155,038,196 | 5,304,078 | 0.01 | 0.01 | 34,343 | 0.65 | 12-31-2023 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 4 | $103,255,282 | 1,403,879 | 0.01 | 0.01 | 92,110 | 7.02 | 12-31-2023 |
