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RETIREMENT CAPITAL STRATEGIES13F | |
| RETIREMENT CAPITAL STRATEGIES | |
| Last update 2025-05-14 | 77 Stocks (19 new) |
| Value $256.00 Mil | Turnover 34 % |
RETIREMENT CAPITAL STRATEGIES Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 74,971 | 38,528.3 | +0.14% | 15.040 | +0.02% | 0.010 | +19.59% | +7.78% | 660,834.1 | ||
ACWI | iShares MSCI ACWI Index Fund | 204,176 | 23,764.0 | New Holding | 9.280 | +9.28% | 0.120 | +17.38% | +11.29% | 22,448.5 | ||
SPTM |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF
| 171,650 | 11,673.9 | -2.53% | 4.560 | -0.12% | 0.120 | +19.28% | +7.20% | 10,689.3 | ||
EFIV | SPDR S&P 500 ESG ETF | 208,033 | 11,129.8 | -1.97% | 4.350 | -0.09% | 1.000 | +18.72% | +5.82% | 1,134.5 | ||
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 100,605 | 9,951.8 | +40.34% | 3.890 | +1.12% | 0.010 | +1.23% | +3.24% | 127,979.5 | ||
BIV | Vanguard Intermediate-Term Bond ETF | 128,075 | 9,806.7 | New Holding | 3.830 | +3.83% | 0.040 | +1.75% | +4.50% | 23,124.5 | ||
SGOV | iShares 0-3 Month Treasury Bond ETF | 94,606 | 9,524.0 | -21.16% | 3.720 | -0.96% | 0.020 | +1.06% | +2.35% | 51,002.5 | ||
GBIL |
Goldman Sachs Access Treasury 0-1 Year ETF
Goldman Sachs Access Treasury 0-1 Year ETF
| 93,149 | 9,331.7 | +830.75% | 3.640 | +3.25% | 0.150 | +0.99% | +2.18% | 6,377.4 | ||
IUSB |
iShares Core Total USD Bond Market ETF
iShares Core Total USD Bond Market ETF
| 202,022 | 9,309.2 | +20.06% | 3.630 | +0.61% | 0.030 | +1.58% | +3.40% | 32,719.8 | ||
ESGV | Vanguard ESG U.S. Stock ETF | 88,092 | 8,629.3 | -0.72% | 3.370 | -0.03% | 0.090 | +21.08% | +6.64% | 10,198.7 |
RETIREMENT CAPITAL STRATEGIES's Historical Top Holdings Breakdowns
RETIREMENT CAPITAL STRATEGIES's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VTHR | Vanguard Russell 3000 Index Fund | 2025-03-31 | Sold Out Sold Out | -9.58% | 243.2 ($260.52) 272.04 | $277.13 | 6.38% | Sold Out | 0 | -97,320 | |
ACWI | iShares MSCI ACWI Index Fund | 2025-03-31 | New Buy New Buy | +9.28% | 115.16 ($119.81) 124.13 | $129.76 | 8.30% | New holding | 204,176 | 204,176 | |
BILS |
SPDR Bloomberg 3-12 Month T-Bill ETF
SPDR Bloomberg 3-12 Month T-Bill ETF
| 2025-03-31 | Reduce Reduce | -4.36% | 99.16 ($99.33) 99.52 | $99.31 | -0.02% | Reduce -72.43% | 44,180 | -116,058 | |
BIV | Vanguard Intermediate-Term Bond ETF | 2025-03-31 | New Buy New Buy | +3.83% | 73.78 ($75.44) 76.59 | $76.55 | 1.47% | New holding | 128,075 | 128,075 | |
GBIL |
Goldman Sachs Access Treasury 0-1 Year ETF
Goldman Sachs Access Treasury 0-1 Year ETF
| 2025-03-31 | Add Add | +3.25% | 99.85 ($100.02) 100.19 | $100.04 | 0.02% | Add 830.75% | 93,149 | 83,141 | |
TLH |
iShares 10-20 Year Treasury Bond ETF
iShares 10-20 Year Treasury Bond ETF
| 2025-03-31 | New Buy New Buy | +2.49% | 97.25 ($101.36) 104.79 | $98.94 | -2.39% | New holding | 61,475 | 61,475 | |
HYXF |
iShares iBoxx $ High Yield ex Oil & Gas Corporate
iShares iBoxx $ High Yield ex Oil & Gas Corporate
| 2025-03-31 | Sold Out Sold Out | -2.27% | 46.06 ($46.57) 47.01 | $47.12 | 1.18% | Sold Out | 0 | -129,938 | |
EUSB |
iShares ESG Advanced Total USD Bond Market ETF
iShares ESG Advanced Total USD Bond Market ETF
| 2025-03-31 | Reduce Reduce | -2.17% | 42.09 ($42.87) 43.45 | $43.11 | 0.56% | Reduce -72.67% | 50,625 | -134,631 | |
TLT | iShares 20+ Year Treasury Bond ETF | 2025-03-31 | New Buy New Buy | +1.79% | 85.29 ($89.02) 92.57 | $85.24 | -4.25% | New holding | 50,381 | 50,381 | |
FOVL | iShares Focused Value Factor ETF | 2025-03-31 | Sold Out Sold Out | -1.69% | 67.41 ($71.52) 74.14 | $72.36 | 1.17% | Sold Out | 0 | -63,916 |
RETIREMENT CAPITAL STRATEGIES Total Holding History ($B)
RETIREMENT CAPITAL STRATEGIES's Asset Allocation
RETIREMENT CAPITAL STRATEGIES Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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RETIREMENT CAPITAL STRATEGIES's Hypothetical Growth since 2025-03-31
RETIREMENT CAPITAL STRATEGIES's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
RETIREMENT CAPITAL STRATEGIES's Holdings Heat Map
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RETIREMENT CAPITAL STRATEGIES's Holdings Bubble Chart
RETIREMENT CAPITAL STRATEGIES News
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