CAPSTONE CAPITAL LLC

Q1 2025 13F Holdings

  • Location
    henderson, NV
  • Num holdings

    23

  • Value ($000)

    $124,663

  • Date Filed
    04/22/2025
  • Form type
    13F-HR
  • CIK
    0001993327
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
DFAC
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
$55.54M
45 %

1,683,597

DFIC
DFIC

DIMENSIONAL ETF TRUST

INTL CORE EQUITY
$29.28M
24 %

1,054,437

DFEM
DFEM

DIMENSIONAL ETF TRUST

EMERGING MKTS CO
$13.71M
11 %

518,041

VCSH
VCSH

VANGUARD SCOTTSDALE FDS

SHRT TRM CORP BD
$9.94M
8 %

125,915

---

VANGUARD MUN BD FDS

TAX EXEMPT BD
$8.72M
7 %

175,672

VCIT
VCIT

VANGUARD SCOTTSDALE FDS

INT-TERM CORP
$868.29K
1 %

10,620

AAPL
AAPL

APPLE INC

COM
$774.57K
1 %

3,487

BAB
BAB

INVESCO EXCH TRADED FD TR II

TAXABLE MUN BD
$700.54K
1 %

26,257

MSFT
MSFT

MICROSOFT CORP

COM
$644.92K
1 %

1,718

MUB
MUB

ISHARES TR

NATIONAL MUN ETF
$557.14K
0 %

5,284

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