Retirement Capital Strategies as of Dec. 31, 2013
Portfolio Holdings for Retirement Capital Strategies
Retirement Capital Strategies holds 9 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard S&p 500 Etf idx (VOO) | 36.0 | $36M | 214k | 169.15 | |
| Vanguard Energy ETF (VDE) | 25.7 | $26M | 204k | 126.43 | |
| SPDR S&P MidCap 400 ETF (MDY) | 11.1 | $11M | 46k | 244.20 | |
| Vanguard Small-Cap ETF (VB) | 10.9 | $11M | 99k | 109.95 | |
| Vanguard REIT ETF (VNQ) | 9.1 | $9.1M | 141k | 64.56 | |
| Vanguard Emerging Markets ETF (VWO) | 4.3 | $4.4M | 106k | 41.14 | |
| Hewlett-Packard Company | 1.4 | $1.4M | 49k | 27.98 | |
| Exxon Mobil Corporation (XOM) | 1.1 | $1.1M | 10k | 101.17 | |
| General Electric Company | 0.5 | $499k | 18k | 28.05 |
