StockDriftsStockDriftsTop 50 Capstone Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BSVO | EA SERIES TRUST | 12.71% | 718.4K | $18.2M | +1.42%(+10.03K) | $21.61(+28.96%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 10.65% | 393.1K | $15.3M | +0.36%(+1.42K) | $34.46(+23.89%) | 2026-03-31 | |
| DFUS | DIMENSIONAL ETF TRUST | 10.49% | 212.2K | $15.0M | +5.22%(+10.53K) | $64.59(+22.11%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 9.74% | 264.6K | $14.0M | -0.76%(-2.02K) | $36.91(+48.27%) | 2026-03-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 8.83% | 202.8K | $12.7M | -0.20%(-408) | $55.64(+20.66%) | 2026-03-31 | |
| DFUV | DIMENSIONAL ETF TRUST | 7.17% | 212.1K | $10.3M | -0.57%(-1.22K) | $41.36(+25.86%) | 2026-03-31 | |
| DFAX | DIMENSIONAL ETF TRUST | 5.55% | 234.4K | $8.0M | -0.59%(-1.39K) | $25.93(+41.83%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 4.42% | 57.4K | $6.3M | +0.00%(+0) | $96.18(+24.93%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 3.9% | 93.9K | $5.6M | +16.21%(+13.10K) | $59.55(-0.86%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 2.78% | 102.5K | $4.0M | +4.39%(+4.31K) | $32.40(+26.18%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.13% | +19.56% |
| Top 20 Holdings Unweighted | +5.05% | +15.92% |
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