Retirement Capital Strategies as of June 30, 2014
Portfolio Holdings for Retirement Capital Strategies
Retirement Capital Strategies holds 9 positions in its portfolio as reported in the June 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard S&p 500 Etf idx (VOO) | 36.8 | $42M | 233k | 179.43 | |
| Vanguard Energy ETF (VDE) | 26.1 | $30M | 205k | 143.96 | |
| SPDR S&P MidCap 400 ETF (MDY) | 10.3 | $12M | 45k | 260.55 | |
| Vanguard Small-Cap ETF (VB) | 9.9 | $11M | 96k | 117.12 | |
| Vanguard REIT ETF (VNQ) | 9.5 | $11M | 143k | 74.84 | |
| Vanguard Emerging Markets ETF (VWO) | 4.6 | $5.2M | 120k | 43.13 | |
| Hewlett-Packard Company | 1.5 | $1.7M | 49k | 33.70 | |
| Exxon Mobil Corporation (XOM) | 0.9 | $1.0M | 10k | 100.69 | |
| General Electric Company | 0.4 | $468k | 18k | 26.30 |
