Retirement Capital Strategies

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