Retirement Capital Strategies

Latest statistics and disclosures from Retirement Capital Strategies's latest quarterly 13F-HR filing:

Companies in the Retirement Capital Strategies portfolio as of September 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Vanguard S&p 500 Etf idx fd 19.15 139799 272.60
Vanguard Star Fd Intl Stk Idxf 13.61 524010 51.66
Vanguard Charlotte Fds intl bd idx etf 12.42 419897 58.83
Vanguard Total Bond Market ETF (BND) 10.09 237843 84.43
Ishares Tr usa min vo 7.46 231639 +40% 64.10
Ishares Tr liquid inc etf 4.78 188722 +128% 50.39
Vanguard Scottsdale Fds total wld bd etf 2.96 73102 -2% 80.44
Ishares Tr 0-5yr hi yl cp 2.88 123326 -47% 46.49
Vanguard Total Stock Market ETF (VTI) 2.48 32717 -3% 150.99
SPDR S&P; MidCap 400 ETF (MDY) 2.36 13313 -2% 352.44
3M Company (MMM) 2.24 27070 164.39
Vanguard Extended Market ETF (VXF) 2.11 36011 +2% 116.33
Ishares Tr Msci Usa Momentum Factor 1.99 33232 NEW 119.25
Vanguard Esg International Stock Etf etf 1.16 46706 -13% 49.29
Vanguard Small-Cap ETF (VB) 1.05 13554 153.90
Ishares Tr etf msci usa 0.99 30230 -12% 65.37
Apple (AAPL) 0.98 8690 -3% 223.94
Ishares Tr fund 0.94 33757 -5% 55.63
Invesco Exchng Traded Fd Tr s&p midcp low 0.87 32889 -70% 52.60
Ishares Tr esg us agr bd 0.86 31616 -3% 54.18
Vanguard Europe Pacific ETF (VEA) 0.70 34079 41.08
Intel Corporation (INTC) 0.65 25159 51.51
Vanguard Esg U.s. Stock Etf etf 0.64 24622 -2% 51.90
Adobe Systems Incorporated (ADBE) 0.56 4063 276.15
Ishares Msci Usa Quality Facto invalid 0.56 12087 -80% 92.41
Spdr Ser Tr ssga gnder etf 0.47 12869 -12% 73.43
Ishares Tr core tl usd bd 0.46 17429 -11% 52.38
Cisco Systems (CSCO) 0.44 17712 49.40
Lpl Financial Holdings 0.41 10041 81.86
Ishares Tr msci eafe esg 0.30 9260 -4% 64.15
Hp 0.26 27122 18.91
iShares S&P; Cal AMTFr Mncpl Bnd Fd (CMF) 0.24 7852 -9% 61.26
Vanguard Reit Etf put 0.22 1600 NEW 272.50
Vanguard Emerging Markets ETF (VWO) 0.21 10604 40.27
Ishares Tr msci usa small 0.19 14029 -17% 26.73
Eaton 0.17 4096 83.25
Eaton Corp Plc put 0.17 4000 NEW 83.25
Hewlett Packard Enterprise 0.17 22672 15.17
Biogen Idec (BIIB) 0.16 1380 232.61
Spdr Series Trust dj ttl mkt etf 0.15 8083 NEW 36.74
General Electric Company (GE) 0.14 31528 +54% 8.94
Commerce Bancshares (CBSH) 0.14 4548 60.47
Western Alliance Bancorporation (WAL) 0.13 5701 46.13
iShares S&P; Global Clean Energy Index Fd (ICLN) 0.13 23104 +6% 10.91
Medtronic 0.13 2390 108.79
Microsoft Corporation (MSFT) 0.12 1670 138.92
Agilent Technologies Inc C ommon 0.12 3152 76.78
iShares S&P; 500 Index (IVV) 0.12 824 298.54
Te Connectivity Ltd for 0.12 2500 93.20
AT&T; (T) 0.10 5493 NEW 37.87
Merck & Co (MRK) 0.10 2463 84.04
Vanguard Total World Stock Idx Fd (VT) 0.10 2754 NEW 74.80
Aqua Metals 0.01 12422 NEW 1.69

Past 13F-HR SEC Filings by Retirement Capital Strategies

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