HoldingsChannel.com
Retirement Capital Strategies Top Holdings
As of  06/30/2020

   EntityAmountChange
 03/31/2020 to 06/30/2020
Position Size
($ in 1000's)
VANGUARD BD INDEX FDS (BND) 335,087 +6,624 $29,602
     BND335,087+6,624$29,602
VANGUARD INDEX FDS (VOO) 93,670 +1,755 $26,549
     VOO93,670+1,755$26,549
ISHARES TR (TECB) 897,110 +897,110 $26,124
     TECB897,110+897,110$26,124
VANGUARD SCOTTSDALE FDS (BNDW) 214,595 +4,376 $17,500
     BNDW214,595+4,376$17,500
VANGUARD SCOTTSDALE FDS (VGSH) 210,709 +210,709 $13,106
     VGSH210,709+210,709$13,106
ISHARES TR (IRBO) 346,267 +346,267 $10,239
     IRBO346,267+346,267$10,239
ISHARES TR (IDNA) 249,432 +249,432 $9,471
     IDNA249,432+249,432$9,471
VANGUARD SCOTTSDALE FDS (VGIT) 123,304 +123,304 $8,702
     VGIT123,304+123,304$8,702
MICROSOFT CORP 38,799 -152 $7,896
     MSFT38,799-152$7,896
APPLE INC 17,205 -140 $6,276
     AAPL17,205-140$6,276
VANGUARD INDEX FDS (VTI) 38,440 +36,019 $6,017
     VTI38,440+36,019$6,017
ISHARES TR (IHAK) 184,433 +184,433 $5,745
     IHAK184,433+184,433$5,745
ISHARES TR (SOXX) 17,398 +17,398 $4,713
     SOXX17,398+17,398$4,713
SPDR SER TR (XITK) 29,654 +29,654 $4,313
     XITK29,654+29,654$4,313
ISHARES TR (IGV) 15,087 +66 $4,288
     IGV15,087+66$4,288
3M CO 27,070 UNCH $4,223
     MMM27,070UNCH$4,223
ISHARES TR (EAGG) 61,896 -969 $3,500
     EAGG61,896-969$3,500
ISHARES TR (ESGU) 37,610 -79,871 $2,632
     ESGU37,610-79,871$2,632
VANGUARD WORLD FD (VSGX) 40,717 +768 $1,958
     VSGX40,717+768$1,958
ADOBE INC 4,063 UNCH $1,769
     ADBE4,063UNCH$1,769
VANGUARD CHARLOTTE FDS (BNDX) 30,009 UNCH $1,732
     BNDX30,009UNCH$1,732
SELECT SECTOR SPDR TR (XLV) 15,432 -52,786 $1,544
     XLV15,432-52,786$1,544
INTEL CORP 25,159 UNCH $1,505
     INTC25,159UNCH$1,505
ISHARES TR (SUSL) 25,200 +824 $1,363
     SUSL25,200+824$1,363
ISHARES TR (MTUM) 9,814 -36,218 $1,286
     MTUM9,814-36,218$1,286
VANGUARD WORLD FD (ESGV) 19,177 +19,177 $1,081
     ESGV19,177+19,177$1,081
ISHARES TR (ICLN) 76,597 UNCH $959
     ICLN76,597UNCH$959
CISCO SYS INC 17,210 UNCH $803
     CSCO17,210UNCH$803
LPL FINL HLDGS INC 10,041 UNCH $787
     LPLA10,041UNCH$787
SPDR S&P MIDCAP 400 ETF TR (MDY) 1,692 UNCH $549
     MDY1,692UNCH$549
HP INC 26,972 UNCH $470
     HPQ26,972UNCH$470
ARISTA NETWORKS INC 2,000 +2,000 $420
     ANET2,000UNCH$420
BIOGEN INC 1,380 UNCH $369
     BIIB1,380UNCH$369
PAYPAL HLDGS INC 1,800 +1,800 $314
     PYPL1,800+1,800$314
COMMERCE BANCSHARES INC (CBSH) 4,775 UNCH $284
     CBSH4,775UNCH$284
AGILENT TECHNOLOGIES INC 3,152 UNCH $279
     A3,152UNCH$279
ISHARES TR (IVV) 824 UNCH $255
     IVV824UNCH$255
VANGUARD INDEX FDS (VB) 1,578 +1,578 $230
     VB1,578+1,578$230
HEWLETT PACKARD ENTERPRISE C 22,672 UNCH $221
     HPE22,672UNCH$221
MEDTRONIC PLC 2,390 UNCH $219
     MDT2,390UNCH$219
WESTERN ALLIANCE BANCORP 5,701 +5,701 $216
     WAL5,701+5,701$216
TE CONNECTIVITY LTD 2,500 +2,500 $204
     TEL2,500+2,500$204
AT&T INC 5,493 +5,493 $166
     T5,493+5,493$166
GENERAL ELECTRIC CO 10,780 -6,895 $74
     GE10,780-6,895$74
AQUA METALS INC 12,422 UNCH $17
     AQMS12,422UNCH$17

See Full List: All Stocks Held By Retirement Capital Strategies
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Retirement Capital Strategies

Size ($ in 1000's)
At 06/30/2020: $210,678
At 03/31/2020: $183,007

Retirement Capital Strategies holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Retirement Capital Strategies 13F filings. Link to 13F filings: SEC filings

Retirement Capital Strategies Top Holdings 13F Filings | www.HoldingsChannel.com

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