HoldingsChannel.com
Retirement Capital Strategies Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
VANGUARD BD INDEX FDS (BND) 328,463 +75,387 $28,034
     BND328,463+75,387$28,034
VANGUARD INDEX FDS (VOO) 91,915 -39,473 $21,767
     VOO91,915-39,473$21,767
ISHARES TR (USMV) 375,783 +142,088 $20,296
     USMV375,783+142,088$20,296
VANGUARD SCOTTSDALE FDS (BNDW) 210,219 +143,958 $16,701
     BNDW210,219+143,958$16,701
ISHARES TR (ICSH) 252,832 +36,430 $12,629
     ICSH252,832+36,430$12,629
VANGUARD WORLD FD (EDV) 68,009 +68,009 $11,402
     EDV68,009+68,009$11,402
ISHARES TR (EFAV) 123,806 +123,806 $7,682
     EFAV123,806+123,806$7,682
ISHARES TR (BGRN) 137,784 +86,594 $7,312
     BGRN137,784+86,594$7,312
ISHARES TR (ESGU) 117,481 +73,546 $6,754
     ESGU117,481+73,546$6,754
MICROSOFT CORP 38,951 +37,281 $6,143
     MSFT38,951+37,281$6,143
SELECT SECTOR SPDR TR (XLV) 68,218 +68,218 $6,043
     XLV68,218+68,218$6,043
SELECT SECTOR SPDR TR (XLP) 97,020 +97,020 $5,285
     XLP97,020+97,020$5,285
ISHARES TR (MTUM) 46,032 +12,064 $4,901
     MTUM46,032+12,064$4,901
APPLE INC 17,345 +8,455 $4,411
     AAPL17,345+8,455$4,411
3M CO 27,070 UNCH $3,695
     MMM27,070UNCH$3,695
ISHARES TR (EAGG) 62,865 +11,109 $3,484
     EAGG62,865+11,109$3,484
ISHARES TR (IGV) 15,021 +15,021 $3,159
     IGV15,021+15,021$3,159
VANGUARD CHARLOTTE FDS (BNDX) 30,009 -417,244 $1,688
     BNDX30,009-417,244$1,688
VANGUARD WORLD FD (VSGX) 39,949 -505 $1,644
     VSGX39,949-505$1,644
INTEL CORP 25,159 UNCH $1,362
     INTC25,159UNCH$1,362
ADOBE INC 4,063 UNCH $1,293
     ADBE4,063UNCH$1,293
ISHARES TR (SUSL) 24,376 +24,376 $1,099
     SUSL24,376+24,376$1,099
ISHARES TR (ICLN) 76,597 +32,644 $732
     ICLN76,597+32,644$732
CISCO SYS INC 17,210 UNCH $677
     CSCO17,210UNCH$677
LPL FINL HLDGS INC 10,041 UNCH $547
     LPLA10,041UNCH$547
HP INC 26,972 UNCH $468
     HPQ26,972UNCH$468
SPDR S&P MIDCAP 400 ETF TR (MDY) 1,692 -11,467 $445
     MDY1,692-11,467$445
BIOGEN INC 1,380 UNCH $437
     BIIB1,380UNCH$437
EATON CORP PLC 4,096 +4,000 $318
     ETN4,096UNCH$318
VANGUARD INDEX FDS (VTI) 2,421 -34,621 $312
     VTI2,421-36,221$312
COMMERCE BANCSHARES INC (CBSH) 4,775 UNCH $240
     CBSH4,775UNCH$240
AGILENT TECHNOLOGIES INC 3,152 UNCH $226
     A3,152UNCH$226
HEWLETT PACKARD ENTERPRISE CO 22,672 UNCH $220
     HPE22,672UNCH$220
MEDTRONIC PLC 2,390 UNCH $216
     MDT2,390UNCH$216
NETFLIX INC 576 +576 $216
     NFLX576+576$216
ISHARES TR (IVV) 824 UNCH $213
     IVV824UNCH$213
GENERAL ELECTRIC CO 17,675 -200 $140
     GE17,675-200$140
AQUA METALS INC 12,422 UNCH $6
     AQMS12,422UNCH$6

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 03/31/2020: $183,007
At 12/31/2019: $210,344

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

Copyright © 2013 - 2020, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.