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RBB shares owned by Retirement Capital Strategies

Quarter-by-quarter ownership of RBB (OBIL) shares owned by Retirement Capital Strategies from 13F filings

Historical chart of Retirement Capital Strategies investment in RBB

Tip: Access up to 7 years of quarterly data

All positions including RBB held by Retirement Capital Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in RBB by Retirement Capital Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2M 43k 50.30
2025-06-30 $2.2M 43k 50.19
2025-03-31 $502k 10k 50.21
2024-12-31 $501k 10k 50.06

More positions owned by Retirement Capital Strategies

Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Spdr Series Trust S&p 500 Esg Etf (EFIV)
Ishares Tr Core Total Usd (IUSB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Apple (AAPL)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Spdr Series Trust Bloomberg 3-12 M (BILS)
RBB Us Treas 3 Mnth (TBIL)
3M Company (MMM)

View all positions for Retirement Capital Strategies

Top funds holding RBB

LPL Financial
Mml Investors Services
Stifel Financial
49 Wealth Management
Nations Financial Group
Equitable Holdings
Envestnet Asset Management
Flow Traders US
Raymond James Financial
Acorn Financial Advisory Services
UBS Group
Alpine Bank Wealth Management
Lido Advisors
Goldman Sachs Group
Retirement Capital Strategies

View all funds holding RBB