CAPSTONE CAPITAL LLC
CIK 1993327 · Holdings on Dec 31, 2023 · First reported Jan 23, 2024
Top ten holdings
Q4 2023- DFAC39.47%
- DFIC21.23%
- DFEM10.99%
- VCSH8.34%
- VTEB6.71%
- 88105P1036.57%
- MUB1.11%
- VCIT1.10%
- BAB0.86%
- SUB0.68%
Share classes counted separately97.06%
Portfolio value by quarter
Top 10 holdings 19
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DFACDIMENSIONAL US CORE EQUITY 2US CORE EQUITY 2 View history and evidence | $40.11M | 39.47% | 1.37M shares | Prior unavailable — | — | ↗▾ |
| 02 | DFICDIMENSIONAL INTERNATIONAL COINTL CORE EQUITY View history and evidence | $21.58M | 21.23% | 845.20K shares | Prior unavailable — | — | ↗▾ |
| 03 | DFEMDIMENSIONAL EMRG MRKT COREEMERGING MKTS CO View history and evidence | $11.17M | 10.99% | 447.56K shares | Prior unavailable — | — | ↗▾ |
| 04 | VCSHVANGUARD S/T CORP BOND ETFSHRT TRM CORP BD View history and evidence | $8.47M | 8.34% | 109.48K shares | Prior unavailable — | — | ↗▾ |
| 05 | VTEBVANGUARD TAX-EXEMPT BOND ETFTAX EXEMPT BD View history and evidence | $6.82M | 6.71% | 133.55K shares | Prior unavailable — | — | ↗▾ |
| 06 | 88105P103TERRAN ORBITAL CORPORATION View history and evidence | $6.68M | 6.57% | 5.86M shares | Prior unavailable — | — | ↗▾ |
| 07 | MUBISHARES NATIONAL MUNI BOND ENATIONAL MUN ETF View history and evidence | $1.13M | 1.11% | 10.40K shares | Prior unavailable — | — | ↗▾ |
| 08 | VCITVANGUARD INT-TERM CORPORATEINT-TERM CORP View history and evidence | $1.12M | 1.10% | 13.74K shares | Prior unavailable — | — | ↗▾ |
| 09 | BABINVESCO TAXABLE MUNICIPAL BOTAXABLE MUN BD View history and evidence | $875.57K | 0.86% | 32.54K shares | Prior unavailable — | — | ↗▾ |
| 10 | SUBISHARES SHORT-TERM NATIONALSHRT NAT MUN ETF View history and evidence | $689.72K | 0.68% | 6.54K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1993327 · Period Dec 31, 2023
Data loaded Sep 23, 2026 · First reported Jan 23, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 101615987
}Take these holdings further.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.