Retirement Capital Strategies

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

Portfolio Holdings for Retirement Capital Strategies

Companies in the Retirement Capital Strategies portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Vanguard Total Bond Market ETF (BND) 15.32 328463 +29% 85.35
Vanguard S&p 500 Etf idx fd 11.89 91915 -30% 236.82
Ishares Tr usa min vo 11.09 375783 +60% 54.01
Vanguard Scottsdale Fds total wld bd etf 9.13 210219 +217% 79.45
Ishares Tr liquid inc etf 6.90 252832 +16% 49.95
Vanguard Extended Duration ETF (EDV) 6.23 68009 NEW 167.65
Ishares Tr eafe min volat 4.20 123806 NEW 62.05
Ishares Tr fund 4.00 137784 +169% 53.07
Ishares Tr etf msci usa 3.69 117481 +167% 57.49
Microsoft Corporation (MSFT) 3.36 38951 +2232% 157.71
Health Care SPDR (XLV) 3.30 68218 NEW 88.58
Consumer Staples Select Sect. SPDR (XLP) 2.89 97020 NEW 54.47
Ishares Tr Msci Usa Momentum Factor 2.68 46032 +35% 106.47
Apple (AAPL) 2.41 17345 +95% 254.31
3M Company (MMM) 2.02 27070 136.50
Ishares Tr esg us agr bd 1.90 62865 +21% 55.42
iShares S&P; NA Tec.-SW. Idx. Fund (IGV) 1.73 15021 NEW 210.31
Vanguard Charlotte Fds intl bd idx etf 0.92 30009 -93% 56.25
Vanguard Esg International Stock Etf etf 0.90 39949 41.15
Intel Corporation (INTC) 0.74 25159 54.14
Adobe Systems Incorporated (ADBE) 0.71 4063 318.24
Ishares Tr esg msci leadr 0.60 24376 NEW 45.09
iShares S&P; Global Clean Energy Index Fd (ICLN) 0.40 76597 +74% 9.56
Cisco Systems (CSCO) 0.37 17210 39.34
Lpl Financial Holdings 0.30 10041 54.48
Hp 0.26 26972 17.35
SPDR S&P; MidCap 400 ETF (MDY) 0.24 1692 -87% 263.00
Biogen Idec (BIIB) 0.24 1380 316.67
Arista Networks 0.22 2000 -7% 202.50
Arista Networks Inc cmn 0.22 2000 NEW 202.50
Eaton 0.17 4096 77.64
Vanguard Total Stock Market ETF (VTI) 0.17 2421 -93% 128.87
Commerce Bancshares (CBSH) 0.13 4775 50.26
Agilent Technologies Inc C ommon 0.12 3152 71.70
Hewlett Packard Enterprise 0.12 22672 9.70
Medtronic 0.12 2390 90.38
Netflix (NFLX) 0.12 576 NEW 375.00
iShares S&P; 500 Index (IVV) 0.12 824 258.50
General Electric Company (GE) 0.08 17675 7.92
Aqua Metals 0.00 12422 0.48

Past Filings by Retirement Capital Strategies

View past SEC 13F filings by Retirement Capital Strategies

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