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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 51 | $1,224,330 | 2,237 | 0.00 | 0.00 | 2 | 0.09 | 06-30-2024 |
| SPDR SER TR | PRTFLO S&P500 VL | 52 | $1,198,055 | 24,581 | 0.00 | 0.00 | 379 | 1.57 | 06-30-2024 |
| FIRST TR EXCHANGE TRADED FD | NASDAQ CYB ETF | 53 | $1,128,752 | 20,006 | 0.00 | 0.00 | 886 | 4.63 | 06-30-2024 |
| VANGUARD INDEX FDS | MID CAP ETF | 54 | $1,091,513 | 4,509 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
