Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAPSTONE WEALTH MANAGEMENT GROUP LLC | 08-09-2024 | 06-30-2024 | 68 | 152,917,108 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | 1 | $16,972,682 | 885,147 | 0.01 | 0.01 | 17,826 | 2.06 | 06-30-2024 |
| ISHARES TR | SHORT TREAS BD | 2 | $12,172,243 | 110,156 | 0.01 | 0.01 | 17,721 | 19.17 | 06-30-2024 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 3 | $10,481,466 | 88,377 | 0.01 | 0.01 | 139 | 0.16 | 06-30-2024 |
| SPDR SER TR | PORTFOLIO LN COR | 4 | $9,210,611 | 408,453 | 0.01 | 0.01 | -11,177 | -2.66 | 06-30-2024 |
