Capstone Financial Advisors, Inc.
Q1 2025 13F Holdings
- Locationdowners grove, IL
- Num holdings
158
- Value ($000)
$1,593,589
- Date Filed05/09/2025
- Form type13F-HR
- CIK0001599217
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $264.09M | 17 % | 960,904 | ||
IWB ISHARES TR | RUS 1000 ETF | 464287622 | $204.37M | 13 % | 666,279 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $183.68M | 12 % | 5,567,604 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $123.88M | 8 % | 1,686,655 | ||
NFRA FLEXSHARES TR | STOXX GLOBR INF | 33939L795 | $121.60M | 8 % | 2,109,611 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $74.30M | 5 % | 1,196,493 | ||
MCD MCDONALDS CORP | COM | 580135101 | $67.41M | 4 % | 215,790 | ||
IXUS ISHARES TR | CORE MSCI TOTAL | 46432F834 | $61.73M | 4 % | 884,262 | ||
DFAX DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $56.81M | 4 % | 2,168,282 | ||
BNDX VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | $51.36M | 3 % | 1,052,090 |
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