HoldingsChannel.com
Capstone Financial Advisors Inc. Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VTI) 1,103,127 +45,102 $180,494
     VTI1,103,127+45,102$180,494
VANGUARD BD INDEX FD INC (BND) 1,106,787 +76,538 $92,815
     BND1,106,787+76,538$92,815
VANGUARD CHARLOTTE FDS (BNDX) 1,374,439 +119,059 $77,766
     BNDX1,374,439+119,059$77,766
VANGUARD STAR FD (VXUS) 1,258,329 +140,623 $70,076
     VXUS1,258,329+140,623$70,076
PROSHARES TR (TOLZ) 1,065,199 +101,476 $49,999
     TOLZ1,065,199+101,476$49,999
VANGUARD GROUP (VIG) 360,029 -19,559 $44,881
     VIG360,029-19,559$44,881
MCDONALDS CORP 152,292 -989 $30,094
     MCD152,292-989$30,094
ISHARES TR (ITOT) 336,003 +643 $24,424
     ITOT336,003+643$24,424
SPDR S&P MIDCAP 400 ETF TR (MDY) 58,703 -1,839 $22,036
     MDY58,703-1,839$22,036
ISHARES TR (IWF) 112,697 -124 $19,826
     IWF112,697-124$19,826
APPLE INC 48,666 -828 $14,291
     AAPL48,666-828$14,291
ISHARES TR (IXUS) 127,989 +761 $7,922
     IXUS127,989+761$7,922
JPMORGAN CHASE & CO 51,616 +93 $7,195
     JPM51,616+93$7,195
ISHARES TR (REET) 219,126 +10,174 $6,052
     REET219,126+10,174$6,052
DUNKIN BRANDS GROUP INC 74,332 +3,222 $5,615
     DNKN74,332+3,222$5,615
CME GROUP INC 22,716 -19 $4,560
     CME22,716-19$4,560
FLEXSHARES TR (TILT) 29,744 -3,491 $3,779
     TILT29,744-3,491$3,779
GRAINGER W W INC 9,169 UNCH $3,104
     GWW9,169UNCH$3,104
AMAZON COM INC 1,293 -15 $2,389
     AMZN1,293-15$2,389
ISHARES TR (EFA) 32,000 UNCH $2,222
     EFA32,000UNCH$2,222
SPDR S&P 500 ETF TR (SPY) 6,439 +943 $2,073
     SPY6,439+943$2,073
FIFTH THIRD BANCORP 63,725 -6,579 $1,959
     FITB63,725-6,579$1,959
FLEXSHARES TR (TLTD) 26,492 UNCH $1,720
     TLTD26,492UNCH$1,720
JOHNSON & JOHNSON 10,151 +135 $1,481
     JNJ10,151+135$1,481
QUALCOMM INC 16,231 +99 $1,432
     QCOM16,231+99$1,432
SCHWAB STRATEGIC TR 18,146 -441 $1,395
     SCHB18,146-441$1,395
VANGUARD TAX MANAGED INTL FD (VEA) 31,393 -7,414 $1,383
     VEA31,393-7,414$1,383
VANGUARD MUN BD FD INC (VTEB) 25,356 +2,687 $1,358
     VTEB25,356+2,687$1,358
MICROSOFT CORP 8,529 +434 $1,345
     MSFT8,529+434$1,345
UNILEVER N V 21,563 +150 $1,239
     UN21,563+150$1,239
ISHARES TR (IGF) 25,581 +69 $1,226
     IGF25,581+69$1,226
BERKSHIRE HATHAWAY INC DEL      $1,189
     BRK.B5,250+23$1,189
INTEL CORP 19,801 -858 $1,185
     INTC19,801-858$1,185
VANGUARD INTL EQUITY INDEX F (VWO) 22,635 -1,332 $1,007
     VWO22,635-1,332$1,007
COSTCO WHSL CORP NEW 3,204 UNCH $942
     COST3,204UNCH$942
CBOE GLOBAL MARKETS INC 6,880 +201 $826
     CBOE6,880+201$826
INTERNATIONAL BUSINESS MACHS 5,898 +405 $791
     IBM5,898+405$791
ISHARES TR (AGG) 5,924 -2,270 $666
     AGG5,924-2,270$666
CENTURYLINK INC 45,291 +2 $598
     CTL45,291+2$598
VERIZON COMMUNICATIONS INC 9,518 +36 $584
     VZ9,518+36$584
EXXON MOBIL CORP 7,722 -177 $539
     XOM7,722-177$539
DISNEY WALT CO 3,462 -435 $501
     DIS3,462-435$501
CARMAX INC 5,700 UNCH $500
     KMX5,700UNCH$500
NAVISTAR INTL CORP NEW 16,054 UNCH $465
     NAV16,054UNCH$465
SELECT SECTOR SPDR TR (XLK) 5,024 +15,515 $461
     XLK5,024+515$461
MERCK & CO INC 4,977 +130 $453
     MRK4,977+130$453
UNITEDHEALTH GROUP INC 1,528 +203 $449
     UNH1,528+203$449
LAMB WESTON HLDGS INC 5,003 UNCH $430
     LW5,003UNCH$430
CIGNA CORP NEW 2,067 UNCH $423
     CI2,067UNCH$423
ISHARES TR (IWV) 2,210 UNCH $417
     IWV2,210UNCH$417

See Full List: All Stocks Held By Capstone Financial Advisors Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Capstone Financial Advisors Inc.

Size ($ in 1000's)
At 12/31/2019: $710,725
At 09/30/2019: $653,907

Capstone Financial Advisors Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Capstone Financial Advisors Inc. 13F filings. Link to 13F filings: SEC filings

Capstone Financial Advisors Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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