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RBB shares owned by Retirement Capital Strategies

Quarter-by-quarter ownership of RBB (TBIL) 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 $5.3M 106k 49.99
2025-06-30 $11M 217k 49.99
2025-03-31 $1.0M 20k 50.01
2024-12-31 $1000k 20k 49.86

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
Morgan Stanley
Raymond James Financial
Stifel Financial
Wealth Enhancement Advisory Services
Wells Fargo & Company
Obermeyer Asset Management
Journey Strategic Wealth
Total Investment Management
Benjamin Edwards
Envestnet Asset Management
Commonwealth Equity Services
F/M Investments
Mml Investors Services
UBS Group

View all funds holding RBB