RETIREMENT CAPITAL STRATEGIES
Q1 2025 13F Holdings
- Locationsan jose, CA
- Num holdings
154
- Value ($000)
$512,257
- Date Filed05/14/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $38.53M | 15 % | 74,971 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $38.53M | 15 % | 74,971 | ||
ACWI ISHARES TR | MSCI ACWI ETF | 464288257 | $23.76M | 9 % | 204,176 | ||
ACWI ISHARES TR | MSCI ACWI ETF | 464288257 | $23.76M | 9 % | 204,176 | ||
SPDR SER TR | PORTFOLI S&P1500 | 78464A805 | $11.67M | 5 % | 171,650 | ||
SPDR SER TR | PORTFOLI S&P1500 | 78464A805 | $11.67M | 5 % | 171,650 | ||
KRE SPDR SER TR | S&P 500 ESG ETF | 78468R531 | $11.13M | 4 % | 208,033 | ||
KRE SPDR SER TR | S&P 500 ESG ETF | 78468R531 | $11.13M | 4 % | 208,033 | ||
AGG ISHARES CORE | CORE US AGGBD ET | 464287226 | $9.95M | 4 % | 100,605 | ||
AGG ISHARES CORE | CORE US AGGBD ET | 464287226 | $9.95M | 4 % | 100,605 |
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