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Joel W. Lake

@Capstone Wealth Management, Llc

Latest period2024 - Q4ReportedManaged Assets$102.356MTotal holdings47
Assets growth rate0%Assets growth rate (2-Q avg)0%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Capstone Wealth Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 47 positions.

Assets under management

The assets under management (AUM) of Capstone Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 102.356M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Joel W. Lake, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DFACDimensional Etf Trust
Recent Activity
New Position
14.38%
$14.716M
425,452 shares@ $34.6 avg price
BSVOEa Series Trust
Recent Activity
New Position
11.72%
$11.993M
553,964 shares@ $21.65 avg price
DFATDimensional Etf Trust
Recent Activity
New Position
11.33%
$11.596M
208,336 shares@ $55.67 avg price
DFIVDimensional Etf Trust
Recent Activity
New Position
9.25%
$9.465M
266,768 shares@ $35.48 avg price
DFUSDimensional Etf Trust
Recent Activity
New Position
8.14%
$8.322M
130,546 shares@ $63.76 avg price
DFUVDimensional Etf Trust
Recent Activity
New Position
7.95%
$8.129M
198,666 shares@ $40.92 avg price
DFAXDimensional Etf Trust
Recent Activity
New Position
5.95%
$6.09M
244,959 shares@ $24.87 avg price
AVUVAmerican Centy Etf Tr
Recent Activity
New Position
5.52%
$5.65M
58,527 shares@ $96.54 avg price
VGITVanguard Scottsdale Fds
Recent Activity
New Position
3.84%
$3.92M
67,593 shares@ $58.01 avg price
DFASDimensional Etf Trust
Recent Activity
New Position
2.42%
$2.469M
37,941 shares@ $65.08 avg price