Capstone Financial Advisors, Inc.
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| VANGUARD INDEX FDS | $321.13M | 17.1% |
| ISHARES TR | $242.37M | 12.9% |
| DIMENSIONAL ETF TRUST | $216.97M | 11.6% |
| FLEXSHARES TR | $138.57M | 7.4% |
| VANGUARD BD INDEX FDS | $130.81M | 7.0% |
| VANGUARD STAR FDS | $86.47M | 4.6% |
| iShares MSCI UAE ETF | $77.63M | 4.1% |
| DIMENSIONAL ETF TRUST | $68.43M | 3.6% |
| MCDONALD'S CORP | $60.53M | 3.2% |
| ISHARES TR | $54.28M | 2.9% |
| VANGUARD CHARLOTTE FDS | $53.52M | 2.9% |
| FLEXSHARES TR | $42.64M | 2.3% |
| FLEXSHARES TR | $41.92M | 2.2% |
| Apple Inc. | $39.41M | 2.1% |
| iShares MSCI UAE ETF | $31.85M | 1.7% |
| ISHARES TR | $21.17M | 1.1% |
| JPMORGAN CHASE & CO | $17.82M | 0.9% |
| AMERICAN CENTY ETF TR | $13.82M | 0.7% |
| NVIDIA Corp | $13.80M | 0.7% |
| SPDR S&P MIDCAP 400 ETF TR | $9.16M | 0.5% |
| Amazon.com Inc | $9.09M | 0.5% |
| ISHARES TR | $8.79M | 0.5% |
| ISHARES TR | $8.76M | 0.5% |
| VANGUARD SPECIALIZED FUNDS | $8.68M | 0.5% |
| VANGUARD MUN BD FDS | $8.26M | 0.4% |
| MICROSOFT CORP | $7.61M | 0.4% |
| VANGUARD SCOTTSDALE FDS | $6.97M | 0.4% |
| iShares MSCI UAE ETF | $6.87M | 0.4% |
| ISHARES TR | $6.30M | 0.3% |
| BERKSHIRE HATHAWAY INC DEL | $5.28M | 0.3% |
| CME Group Inc | $4.95M | 0.3% |
| VANGUARD SCOTTSDALE FDS | $4.92M | 0.3% |
| Alphabet Inc. | $3.52M | 0.2% |
| COSTCO WHOLESALE CORP /NEW | $3.46M | 0.2% |
| SPDR INDEX SHS FDS | $2.98M | 0.2% |
| SPDR S&P 500 ETF TR | $2.93M | 0.2% |
| QUALCOMM INC/DE | $2.91M | 0.2% |
| Cboe Global Markets Inc | $2.79M | 0.1% |
| DIMENSIONAL ETF TRUST | $2.76M | 0.1% |
| Walmart Inc. | $2.59M | 0.1% |
| DIMENSIONAL ETF TRUST | $2.56M | 0.1% |
| TRI-CONTINENTAL CorpTY | $2.47M | 0.1% |
| VANGUARD INDEX FDS | $2.43M | 0.1% |
| INVESCO QQQ TR | $2.30M | 0.1% |
| Warren E. Buffett | $2.08M | 0.1% |
| ISHARES TR | $2.06M | 0.1% |
| Strategy Inc | $2.01M | 0.1% |
| Meta Platforms Inc | $1.96M | 0.1% |
| Eaton Corp plc | $1.74M | 0.1% |
| CATERPILLAR INC | $1.63M | 0.1% |