Retirement Capital Strategies as of March 31, 2014
Portfolio Holdings for Retirement Capital Strategies
Retirement Capital Strategies holds 9 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard S&p 500 Etf idx (VOO) | 37.6 | $40M | 235k | 171.35 | |
| Vanguard Energy ETF (VDE) | 25.0 | $27M | 209k | 128.41 | |
| SPDR S&P MidCap 400 ETF (MDY) | 10.5 | $11M | 45k | 250.58 | |
| Vanguard Small-Cap ETF (VB) | 10.1 | $11M | 96k | 112.95 | |
| Vanguard REIT ETF (VNQ) | 9.4 | $10M | 143k | 70.62 | |
| Vanguard Emerging Markets ETF (VWO) | 4.5 | $4.8M | 119k | 40.58 | |
| Hewlett-Packard Company | 1.5 | $1.6M | 49k | 32.36 | |
| Exxon Mobil Corporation (XOM) | 0.9 | $1.0M | 10k | 97.72 | |
| General Electric Company | 0.4 | $461k | 18k | 25.91 |
