Retirement Capital Strategies as of Dec. 31, 2017
Portfolio Holdings for Retirement Capital Strategies
Retirement Capital Strategies holds 21 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard S&p 500 Etf idx (VOO) | 30.2 | $58M | 238k | 245.29 | |
| Vanguard Total Bond Market ETF (BND) | 27.3 | $53M | 645k | 81.57 | |
| Vanguard Star Fd Intl Stk Idxf (VXUS) | 12.3 | $24M | 417k | 56.81 | |
| Vanguard Charlotte Fds intl bd idx etf (BNDX) | 8.7 | $17M | 309k | 54.37 | |
| SPDR S&P MidCap 400 ETF (MDY) | 8.1 | $16M | 46k | 345.40 | |
| Vanguard Small-Cap ETF (VB) | 3.9 | $7.4M | 50k | 147.81 | |
| Vanguard Emerging Markets ETF (VWO) | 2.7 | $5.2M | 113k | 45.91 | |
| Vanguard REIT ETF (VNQ) | 2.5 | $4.8M | 58k | 82.98 | |
| Intel Corporation (INTC) | 0.8 | $1.6M | 34k | 46.17 | |
| Apple (AAPL) | 0.7 | $1.4M | 8.3k | 169.19 | |
| Vanguard Short-Term Bond ETF (BSV) | 0.6 | $1.2M | 15k | 79.11 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $662k | 7.9k | 83.70 | |
| Cisco Systems (CSCO) | 0.3 | $647k | 17k | 38.28 | |
| Lpl Financial Holdings (LPLA) | 0.3 | $574k | 10k | 57.17 | |
| Hp (HPQ) | 0.3 | $529k | 25k | 21.02 | |
| Hewlett Packard Enterprise (HPE) | 0.2 | $361k | 25k | 14.34 | |
| General Electric Company | 0.2 | $351k | 20k | 17.44 | |
| Eaton (ETN) | 0.2 | $323k | 4.1k | 78.86 | |
| Vanguard Total World Stock Idx (VT) | 0.1 | $227k | 3.1k | 74.16 | |
| Te Connectivity Ltd for (TEL) | 0.1 | $238k | 2.5k | 95.20 | |
| Dxc Technology (DXC) | 0.1 | $230k | 2.4k | 95.08 |
