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| Name: |
Capstone Triton Financial Group LLC |
| City: |
OKLAHOMA CITY |
| State: |
OK |
| Zip: |
73134 |
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data |
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| Holdings
Found :
12 |
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Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
VUSB |
Vanguard Ultrashort Bond Etf |
50 |
- |
$0.00 |
$1,017,000 |
20,534 |
0.72% |
2,000 |
0 |
0.023 |
N/A |
|
|
OGE |
OGE Energy Corp |
67 |
- |
$36.37 |
$653,000 |
19,037 |
0.46% |
-12,000 |
0 |
0.01 |
Electric Utilities |
|
|
BRK.A |
Berkshire Hathaway Inc |
69 |
- |
$619,250.00 |
$634,000 |
1 |
0.45% |
91,000 |
0 |
0 |
Property & Casualty I... |
|
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LDUR |
Pimco Low Duration Active E... |
74 |
- |
$0.00 |
$468,000 |
4,938 |
0.33% |
0 |
0 |
0.007 |
N/A |
|
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SPY |
Standard & Poors Depository... |
77 |
- |
$523.30 |
$427,000 |
817 |
0.3% |
39,000 |
0 |
0 |
Closed - End Fund - E... |
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IVE |
iShares S&P 500/BARRA Value |
79 |
- |
$184.70 |
$390,000 |
2,086 |
0.28% |
27,000 |
0 |
0.001 |
Closed - End Fund - E... |
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HD |
Home Depot Inc |
80 |
- |
$340.50 |
$383,000 |
999 |
0.27% |
37,000 |
0 |
0 |
Home Improvement Stores |
|
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SCHF |
Schwab Strategic Trust |
81 |
- |
$39.40 |
$382,000 |
9,785 |
0.27% |
20,000 |
0 |
0.001 |
Closed - End Fund - Debt |
|
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VGT |
Vanguard I T VIPERS |
83 |
- |
$524.12 |
$363,000 |
693 |
0.26% |
28,000 |
0 |
0 |
Closed - End Fund - E... |
|
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USMV |
iShares MSCI USA Minimum Vo... |
85 |
- |
$0.00 |
$341,000 |
4,074 |
0.24% |
23,000 |
0 |
0 |
N/A |
|
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CWB |
SPDR Barclays Capital Conve... |
88 |
- |
$72.07 |
$287,000 |
3,935 |
0.2% |
3,000 |
0 |
0.005 |
N/A |
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SHY |
Ishares Barclays 1-3 Treasu... |
94 |
- |
$81.38 |
$215,000 |
2,635 |
0.15% |
-1,000 |
0 |
0 |
Closed - End Fund - E... |
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