Retirement Capital Strategies as of Sept. 30, 2014
Portfolio Holdings for Retirement Capital Strategies
Retirement Capital Strategies holds 9 positions in its portfolio as reported in the September 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard S&p 500 Etf idx (VOO) | 38.5 | $43M | 235k | 180.59 | |
| Vanguard Energy ETF (VDE) | 24.4 | $27M | 206k | 131.12 | |
| SPDR S&P MidCap 400 ETF (MDY) | 10.3 | $11M | 45k | 249.32 | |
| Vanguard Small-Cap ETF (VB) | 9.7 | $11M | 97k | 110.63 | |
| Vanguard REIT ETF (VNQ) | 9.6 | $11M | 147k | 71.85 | |
| Vanguard Emerging Markets ETF (VWO) | 4.6 | $5.1M | 123k | 41.71 | |
| Hewlett-Packard Company | 1.6 | $1.7M | 49k | 35.47 | |
| Exxon Mobil Corporation (XOM) | 0.9 | $980k | 10k | 94.07 | |
| General Electric Company | 0.4 | $456k | 18k | 25.63 |
