StockDriftsStockDriftsTop 50 Capstone Financial Advisors Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 16.75% | 969.4K | $311.0M | +1.20%(+11.54K) | $188.13(+92.81%) | 2026-03-31 | |
| IWB | ISHARES TR | 12.41% | 646.3K | $230.5M | -0.42%(-2.71K) | $163.52(+146.13%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 11.61% | 5.55M | $215.6M | +1.21%(+66.58K) | $27.08(+58.73%) | 2026-03-31 | |
| NFRA | FLEXSHARES TR | 7.94% | 2.30M | $147.4M | +0.62%(+14.21K) | $52.89(+22.29%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 7.03% | 1.77M | $130.5M | +0.34%(+5.97K) | $78.33(-7.14%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 4.78% | 1.15M | $88.7M | +0.32%(+3.69K) | $57.35(+44.92%) | 2026-03-31 | |
| IXUS | ISHARES TR | 4.23% | 906.3K | $78.5M | -1.18%(-10.80K) | $62.38(+49.70%) | 2026-03-31 | |
| DFAX | DIMENSIONAL ETF TRUST | 3.78% | 2.07M | $70.2M | -1.21%(-25.21K) | $23.45(+56.09%) | 2026-03-31 | |
| MCD | MCDONALDS CORP | 3.25% | 194.4K | $60.4M | -1.84%(-3.64K) | $174.94(+57.99%) | 2026-03-31 | |
| BNDX | VANGUARD CHARLOTTE FDS | 2.83% | 1.09M | $52.5M | -1.38%(-15.25K) | $53.18(-10.55%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.76% | +39.60% |
| Top 20 Holdings Unweighted | +11.41% | +38.27% |
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