StockDriftsStockDriftsTop 38 Capstone Wealth Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 34.68% | 1.04M | $40.9M | +0.58%(+6.00K) | $39.08(+9.98%) | 2026-03-31 | |
| DFUS | DIMENSIONAL ETF TRUST | 6.6% | 108.5K | $7.8M | -2.05%(-2.27K) | $73.31(+9.52%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 6.47% | 211.9K | $7.6M | +9.40%(+18.21K) | $33.74(+10.79%) | 2026-03-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 5.93% | 111.2K | $7.0M | +10.98%(+11.00K) | $59.08(+10.55%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 4.48% | 133.8K | $5.3M | +1.87%(+2.45K) | $37.25(+9.60%) | 2026-03-31 | |
| IVV | ISHARES TR | 4.41% | 7.9K | $5.2M | +2.07%(+160) | $676.96(+9.67%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 3.64% | 49.9K | $4.3M | +10.29%(+4.65K) | $80.89(+10.52%) | 2026-03-31 | |
| DFAX | DIMENSIONAL ETF TRUST | 3.56% | 122.1K | $4.2M | -1.16%(-1.43K) | $32.05(+14.18%) | 2026-03-31 | |
| DFAE | DIMENSIONAL ETF TRUST | 2.86% | 99.2K | $3.4M | +2.91%(+2.81K) | $32.08(+19.97%) | 2026-03-31 | |
| NEE | NEXTERA ENERGY INC | 2.72% | 34.5K | $3.2M | +0.00%(+0) | $77.88(+19.87%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -0.39% | -1.17% |
| Top 20 Holdings Unweighted | +3.01% | +9.30% |
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