RETIREMENT CAPITAL STRATEGIES
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationsan jose, CA
- CIK0001672681
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
154 | $256.13 M | VOO, VOO, ACWI, ACWI | 13F-HR | May 14, 2025 | 000121465925007555 | ||
77 | $263.99 M | VOO, VTHR, KRE, KRE | 13F-HR | Feb 7, 2025 | 000121465925002214 | ||
65 | $255.51 M | VOO, KRE, AGG, IUSB | 13F-HR | Nov 12, 2024 | 000121465924018679 | ||
66 | $249.34 M | VOO, KRE, SGOV, TFLO | 13F-HR | Aug 14, 2024 | 000121465924014396 | ||
69 | $244.55 M | ESGV, XVV, IUSB, VOO | 13F-HR | May 14, 2024 | 000121465924008979 | ||
70 | $230.65 M | KRE, ESGV, IUSB, SPDR SER TR | 13F-HR | Feb 14, 2024 | 000121465924002628 | ||
57 | $213.54 M | VOO, ITOT, KRE, SGOV | 13F-HR | Nov 13, 2023 | 000121465923014853 | ||
59 | $217.35 M | XVV, ESGV, STIP, SPDR SER TR | 13F-HR | Aug 14, 2023 | 000121465923011140 | ||
42 | $205.74 M | KRE, SGOV, SHY, VTIP | 13F-HR | May 9, 2023 | 000121465923006675 | ||
40 | $203.73 M | VOO, VTI, FLOT, BND | 13F-HR | Feb 7, 2023 | 000121465923001703 | ||
48 | $218.57 M | SH, KRE, NEAR, FLOT | 13F-HR | Nov 10, 2022 | 000121465922013479 | ||
58 | $222.93 M | VTI, STIP, KRE, VOO | 13F-HR | Jul 29, 2022 | 000121465922009296 | ||
60 | $249.42 M | VOO, VTI, STIP, BND | 13F-HR | Apr 21, 2022 | 000121465922005559 | ||
76 | $272.30 M | VOO, BND, VTI, STIP | 13F-HR | Feb 3, 2022 | 000121465922001724 | ||
70 | $260.59 M | VOO, BND, VTI, STIP | 13F-HR | Oct 28, 2021 | 000121465921010842 | ||
79 | $262.32 M | VOO, STIP, VTI, PBTP | 13F-HR | Jul 28, 2021 | 000121465921007881 | ||
75 | $253.75 M | TBX, STIP, VGSH, TBF | 13F-HR | Apr 29, 2021 | 000121465921004676 | ||
64 | $246.64 M | BND, VOO, ICLN, XITK | 13F-HR | Feb 12, 2021 | 000121465921001646 | ||
65 | $216.43 M | VANGUARD SCOTTSDALE FDS, VOO, VANGUARD SCOTTSDALE FDS, BND | 13F-HR | Nov 13, 2020 | 000121465920009457 | ||
47 | $210.68 M | BND, VOO, TECB, BNDW | 13F-HR | Aug 11, 2020 | 000121465920006947 | ||
40 | $183.01 M | BND, VOO, USMV, BNDW | 13F-HR | May 14, 2020 | 000121465920004597 | ||
54 | $210.34 M | VOO, VANGUARD STAR FDS, BNDX, BND | 13F-HR | Feb 12, 2020 | 000121465920001186 | ||
53 | $198.96 M | VOO, VANGUARD STAR FDS, BNDX, BND | 13F-HR | Nov 7, 2019 | 000121465919006931 | ||
52 | $200.52 M | VOO, VANGUARD STAR FDS, BNDX, BND | 13F-HR | Aug 2, 2019 | 000121465919004949 | ||
49 | $197.74 M | VOO, VANGUARD STAR FDS, BNDX, BND | 13F-HR | May 14, 2019 | 000121465919003453 | ||
46 | $178.24 M | VOO, BND, VANGUARD STAR FDS, BNDX | 13F-HR | Jan 17, 2019 | 000121465919000388 | ||
47 | $202.59 M | VOO, BND, VANGUARD STAR FDS, BNDX | 13F-HR | Oct 12, 2018 | 000121465918006497 | ||
29 | $189.52 M | VOO, BND, VANGUARD STAR FDS, BNDX | 13F-HR | Aug 9, 2018 | 000121465918005310 | ||
21 | $190.19 M | VOO, BND, VANGUARD STAR FDS, BNDX | 13F-HR | May 2, 2018 | 000121465918003235 | ||
21 | $192.85 M | VOO, BND, VANGUARD STAR FDS, BNDX | 13F-HR | Feb 5, 2018 | 000121465918000873 | ||
15 | $185.48 M | VOO, BND, VANGUARD STAR FDS, BNDX | 13F-HR | Nov 14, 2017 | 000121465917006725 | ||
15 | $177.91 M | VOO, BND, VANGUARD STAR FDS, BNDX | 13F-HR | Aug 4, 2017 | 000121465917004776 | ||
15 | $176.23 M | VOO, BND, VANGUARD STAR FDS, BNDX | 13F-HR | Apr 21, 2017 | 000121465917002647 | ||
16 | $173.00 M | VOO, BND, VANGUARD STAR FDS, BNDX | 13F-HR | Jan 19, 2017 | 000121465917000348 | ||
16 | $173.88 M | VOO, BND, VANGUARD STAR FDS, BNDX | 13F-HR | Oct 28, 2016 | 000121465916014283 | ||
14 | $169.84 M | VOO, BND, VANGUARD STAR FDS, BNDX | 13F-HR | Aug 15, 2016 | 000121465916013208 | ||
17 | $171.87 M | BND, VOO, VANGUARD STAR FDS, BNDX | 13F-HR | Apr 27, 2016 | 000121465916010985 | ||
14 | $163.21 M | VOO, BND, VANGUARD STAR FDS, BNDX | 13F-HR | Dec 1, 2016 | 000121465916015106 | ||
13 | $158.47 M | BND, VOO, VANGUARD STAR FDS, BNDX | 13F-HR | Dec 1, 2016 | 000121465916015105 | ||
13 | $164.44 M | VOO, BND, VANGUARD STAR FDS, BNDX | 13F-HR | Dec 1, 2016 | 000121465916015104 | ||
14 | $170.58 M | BND, VOO, VANGUARD STAR FDS, VANGUARD WORLD FDS | 13F-HR | Dec 1, 2016 | 000121465916015103 | ||
14 | $167.73 M | VOO, BND, VANGUARD STAR FDS, VANGUARD WORLD FDS | 13F-HR | Dec 1, 2016 | 000121465916015102 | ||
9 | $110.28 M | VOO, VANGUARD WORLD FDS, MDY, VB | 13F-HR | Dec 1, 2016 | 000121465916015101 | ||
9 | $113.30 M | VOO, VANGUARD WORLD FDS, MDY, VB | 13F-HR | Dec 1, 2016 | 000121465916015100 | ||
9 | $107.22 M | VOO, VANGUARD WORLD FDS, MDY, VB | 13F-HR | Dec 1, 2016 | 000121465916015099 | ||
9 | $100.53 M | VOO, VANGUARD WORLD FDS, MDY, VB | 13F-HR | Dec 1, 2016 | 000121465916015098 |