Retirement Capital Strategies as of Dec. 31, 2014
Portfolio Holdings for Retirement Capital Strategies
Retirement Capital Strategies holds 14 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard S&p 500 Etf idx (VOO) | 25.8 | $43M | 230k | 188.40 | |
| Vanguard Total Bond Market ETF (BND) | 25.8 | $43M | 525k | 82.37 | |
| Vanguard Star Fd Intl Stk Idxf (VXUS) | 11.3 | $19M | 392k | 48.34 | |
| Vanguard Energy ETF (VDE) | 9.5 | $16M | 142k | 111.62 | |
| Vanguard Charlotte Fds intl bd idx etf (BNDX) | 7.9 | $13M | 248k | 53.11 | |
| SPDR S&P MidCap 400 ETF (MDY) | 6.9 | $12M | 44k | 263.97 | |
| Vanguard Small-Cap ETF (VB) | 3.6 | $6.0M | 51k | 116.67 | |
| Vanguard REIT ETF (VNQ) | 3.5 | $5.9M | 72k | 81.01 | |
| Vanguard Emerging Markets ETF (VWO) | 2.9 | $4.9M | 122k | 40.02 | |
| Hewlett-Packard Company | 1.2 | $2.0M | 49k | 40.12 | |
| Vanguard Short-Term Bond ETF (BSV) | 0.6 | $1.0M | 13k | 79.93 | |
| Exxon Mobil Corporation (XOM) | 0.6 | $963k | 10k | 92.44 | |
| Kinder Morgan (KMI) | 0.3 | $516k | 12k | 42.32 | |
| General Electric Company | 0.3 | $455k | 18k | 25.28 |
