RETIREMENT CAPITAL STRATEGIES
Q4 2024 13F Holdings
- Locationsan jose, CA
- Num holdings
77
- Value ($000)
$263,984
- Date Filed02/07/2025
- Form type13F-HR
- CIK0001672681
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $40.34M | 15 % | 74,863 | ||
VTHR VANGUARD SCOTTSDALE FDS | VNG RUS3000IDX | 92206C599 | $25.28M | 10 % | 97,320 | ||
KRE SPDR SER TR | BLOOMBERG 3-12 M | 78468R523 | $15.89M | 6 % | 160,238 | ||
KRE SPDR SER TR | BLOOMBERG 1-3 MO | 78468R663 | $12.66M | 5 % | 138,497 | ||
SPDR SER TR | PORTFOLI S&P1500 | 78464A805 | $12.58M | 5 % | 176,098 | ||
SGOV ISHARES TR | 0-3 MNTH TREASRY | 46436E718 | $12.04M | 5 % | 119,999 | ||
KRE SPDR SER TR | S&P 500 ESG ETF | 78468R531 | $11.99M | 5 % | 212,217 | ||
ESGV VANGUARD WORLD FD | ESG US STK ETF | 921910733 | $9.31M | 4 % | 88,735 | ||
EUSB ISHARES TR | ESG ADV TTL USD | 46436E619 | $7.87M | 3 % | 185,256 | ||
IUSB ISHARES TR | CORE TOTAL USD | 46434V613 | $7.61M | 3 % | 168,271 |
Rows Per Page
1 - 10 of 7710
- 10
- 50
- 100