Retirement Capital Strategies as of March 31, 2017
Portfolio Holdings for Retirement Capital Strategies
Retirement Capital Strategies holds 15 positions in its portfolio as reported in the March 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard S&p 500 Etf idx (VOO) | 30.6 | $54M | 250k | 215.54 | |
| Vanguard Total Bond Market ETF (BND) | 27.5 | $49M | 598k | 81.18 | |
| Vanguard Star Fd Intl Stk Idxf (VXUS) | 12.3 | $22M | 437k | 49.49 | |
| Vanguard Charlotte Fds intl bd idx etf (BNDX) | 8.9 | $16M | 288k | 54.28 | |
| SPDR S&P MidCap 400 ETF (MDY) | 8.3 | $15M | 48k | 307.88 | |
| Vanguard Small-Cap ETF (VB) | 4.0 | $7.1M | 54k | 130.87 | |
| Vanguard Emerging Markets ETF (VWO) | 2.8 | $5.0M | 125k | 40.05 | |
| Vanguard REIT ETF (VNQ) | 2.7 | $4.8M | 58k | 82.95 | |
| Intel Corporation (INTC) | 0.8 | $1.4M | 39k | 36.21 | |
| Vanguard Short-Term Bond ETF (BSV) | 0.5 | $925k | 12k | 79.69 | |
| General Electric Company | 0.4 | $752k | 25k | 29.97 | |
| Cisco Systems (CSCO) | 0.3 | $558k | 17k | 33.02 | |
| Hewlett Packard Enterprise (HPE) | 0.3 | $504k | 28k | 17.89 | |
| Hp (HPQ) | 0.3 | $498k | 28k | 17.68 | |
| Lpl Financial Holdings (LPLA) | 0.2 | $388k | 10k | 38.80 |
