RETIREMENT CAPITAL STRATEGIES holdings history

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218 is the total number of securities RETIREMENT CAPITAL STRATEGIES has owned. The longest RETIREMENT CAPITAL STRATEGIES has owned a single stock is 40 quarters.

RETIREMENT CAPITAL STRATEGIES historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
VOO VANGUARD S&P 500 ETF40405.10%21.55%38.50%Q4 2013Q3 202340
MDY SPDR S&P MIDCAP 400 ET...40400.24%4.61%11.13%Q4 2013Q3 202340
BND VANGUARD TOTAL BOND MA...36360.15%16.59%29.91%Q4 2014Q3 202336
VB VANGUARD SMALL-CAP IND...2580.08%3.29%10.88%Q4 2013Q1 202233
BNDX VANGUARD TOTAL INTERNA...3110.23%6.81%12.42%Q4 2014Q4 202232
INTC INTEL CORP COM31310.16%0.57%0.87%Q1 2016Q3 202331
GE GENERAL ELECTRIC CO COM31310.04%0.24%0.50%Q4 2013Q2 202131
LPLA LPL Finl Hldings Inc29290.17%0.52%1.12%Q3 2016Q3 202329
CSCO CISCO SYSTEMS INC29290.24%0.34%0.49%Q3 2016Q3 202329
VWO VANGUARD INTL EQUITY I...25250.21%2.51%4.63%Q4 2013Q4 201925
AAPL APPLE INC COM2410.22%1.94%4.13%Q1 2016Q3 202325
HPQ HP INC COM25250.08%0.26%0.40%Q1 2016Q1 202225
ETN EATON CORP PLC SHS2410.15%0.22%0.40%Q1 2016Q3 202325
HPE HEWLETT PACKARD ENTRPR...24240.09%0.21%0.38%Q4 2015Q3 202124
VXUS VANGUARD TOTAL INTERNA...2110.10%11.70%13.99%Q4 2014Q2 202222
VTI VANGUARD TOTAL STOCK M...21210.10%4.07%15.65%Q3 2018Q3 202321
VNQ VANGUARDINDEXFDS21210.91%4.03%9.56%Q4 2013Q4 201821
MMM 3M CO COM21211.47%2.08%2.89%Q3 2018Q3 202321
ESGU ISHARES TR21210.36%1.33%5.80%Q3 2018Q3 202321
IVV ISHARES TR11100.12%0.17%0.57%Q2 2018Q3 202321
MSFT MICROSOFT CORP COM19190.10%1.65%3.83%Q1 2019Q3 202319
TEL TE CONNECTIVITY LTD RE...1040.10%0.12%0.15%Q4 2017Q3 202218
ESGV VANGUARD WORLD FD910.12%2.13%11.20%Q4 2018Q3 202317
ADBE ADOBE SYSTEMS INCORPOR...17170.52%0.70%0.91%Q3 2018Q3 202217
BSV VANGUARD SHORT-TERM BO...1340.16%0.56%0.74%Q4 2014Q1 201917
XOM EXXON MOBIL CORP COM1070.22%0.51%1.05%Q4 2013Q2 201917
BIIB BIOGEN INC COM17170.12%0.17%0.24%Q3 2018Q3 202217
CBSH COMMERCE BANCSHARES IN...17170.13%0.14%0.16%Q3 2018Q3 202217
A AGILENT TECHNOLOGIES I...17170.11%0.13%0.15%Q3 2018Q3 202217
MDT MEDTRONIC PLC SHS17170.09%0.11%0.13%Q2 2018Q2 202217
ANET ARISTA NETWORKS INC16160.19%0.36%0.68%Q4 2019Q3 202316
WAL WESTERN ALLIANCE BANCO...1060.10%0.16%0.24%Q3 2018Q3 202216
EAGG ISHARES TR1410.26%1.07%1.91%Q1 2019Q4 202215
ICLN ISHARES TR1320.10%0.99%5.86%Q4 2018Q2 202315
VSGX VANGUARD WORLD FD15150.33%0.72%1.35%Q4 2018Q2 202215
XLV SELECT SECTOR SPDR TR15150.16%0.50%3.30%Q1 2020Q3 202315
IHAK ISHARES TR14140.10%1.04%2.73%Q2 2020Q3 202314
CDNS CADENCE DESIGN SYSTEM ...1310.10%0.54%0.71%Q2 2019Q3 202314
BNDW VANGUARD TOTAL WORLD B...13130.64%2.87%9.13%Q4 2018Q4 202113
MTUM ISHARES TR1120.42%0.94%2.68%Q4 2018Q1 202213
STIP ISHARES TR12120.06%5.34%10.09%Q4 2020Q3 202312
ICSH ISHARES TR610.54%2.79%6.90%Q4 2018Q3 202312
SUSL ISHARES TR1020.13%0.32%1.05%Q1 2020Q3 202312
KZR KEZAR LIFE SCIENCES INC840.01%0.05%0.12%Q3 2020Q3 202312
TSLA TESLA INC11110.13%0.24%0.32%Q1 2021Q3 202311
TECB ISHARES TR10100.23%4.29%12.40%Q2 2020Q3 202210
IUSB ISHARES TR730.40%1.54%6.63%Q2 2018Q2 202210
IGV ISHARES TR10100.13%1.11%2.76%Q1 2020Q2 202210
SOXX ISHARES TR910.34%0.87%2.24%Q2 2020Q2 202310
IRBO ISHARES TR810.10%2.31%4.86%Q2 2020Q2 20239
HPQ HEWLETTPACKARDCO990.20%1.06%1.58%Q4 2013Q4 20159
KMI KINDER MORGAN INC DEL990.11%0.20%0.31%Q4 2014Q4 20169
ESGD ISHARES TR710.13%0.33%0.61%Q2 2018Q1 20218
OPER ETF SER SOLUTIONS410.17%0.21%0.35%Q4 2020Q1 20238
PYPL PAYPAL HLDGS INC710.10%0.16%0.20%Q2 2019Q4 20218
ORCL ORACLE CORP880.11%0.15%0.18%Q4 2021Q3 20238
VDE VANGUARDWORLDFDS613.29%17.57%26.10%Q4 2013Q1 20217
SGOV ISHARES TR610.10%3.69%13.28%Q4 2021Q3 20237
XVV ISHARES TR410.14%2.86%11.71%Q2 2021Q3 20237
XITK SPDR SER TR770.52%2.37%5.34%Q2 2020Q4 20217
IDNA ISHARES TR771.28%2.26%4.50%Q2 2020Q4 20217
VXF VANGUARD INDEX FDS770.31%1.57%2.11%Q2 2018Q4 20197
BGRN ISHARES TR410.15%1.13%4.00%Q2 2019Q3 20237
ITB ISHARES TR770.09%0.52%2.94%Q3 2020Q1 20227
SHE SPDR SSGA GENDER DIVER...770.13%0.45%0.54%Q2 2018Q4 20197
IETC ISHARES U S ETF TR770.09%0.12%0.20%Q3 2020Q1 20227
BIL SPDR SER TR660.27%8.32%17.32%Q2 2022Q3 20236
USMV ISHARES TR664.18%6.78%11.09%Q4 2018Q1 20206
PBTP INVESCO EXCH TRADED FD...660.83%4.39%6.49%Q1 2021Q2 20226
VGSH VANGUARD SCOTTSDALE FDS660.17%3.00%6.26%Q2 2020Q3 20216
EFIV SPDR SER TR310.64%1.67%3.43%Q3 2021Q3 20236
HAIL SPDR SER TR660.11%1.22%3.79%Q3 2020Q4 20216
VEA VANGUARD TAX MANAGED I...660.18%0.60%0.72%Q3 2018Q4 20196
CMF ISHARES TR660.16%0.30%0.45%Q3 2018Q4 20196
ESML ISHARES TR310.11%0.24%0.48%Q3 2018Q1 20216
NVDA NVIDIA CORPORATION310.09%0.15%0.22%Q2 2019Q3 20236
NFLX NETFLIX INC310.11%0.12%0.14%Q2 2019Q3 20216
VT VANGUARD INTL EQUITY I...420.10%0.11%0.13%Q4 2017Q4 20196
HD HOME DEPOT INC660.09%0.10%0.11%Q1 2021Q2 20226
KEYS KEYSIGHT TECHNOLOGIES INC330.08%0.09%0.11%Q1 2021Q3 20226
SHYG ISHARES TR552.26%4.38%6.99%Q4 2018Q4 20195
SPTM SPDR SER TR210.14%2.62%6.39%Q3 2019Q3 20235
TFLO ISHARES TR550.52%2.53%3.59%Q3 2022Q3 20235
SHV ISHARES TR310.09%2.49%5.81%Q3 2020Q3 20235
AGG ISHARES TR310.12%2.01%4.76%Q1 2018Q2 20225
XMLV INVESCO S&P MIDCAP LOW...550.74%1.87%2.85%Q4 2018Q4 20195
CNRG SPDR SER TR550.16%1.22%3.21%Q3 2020Q3 20215
HYXF ISHARES TR210.16%0.34%0.79%Q3 2020Q2 20225
BRKA BERKSHIRE HATHAWAY INC...410.15%0.18%0.24%Q3 2018Q2 20235
AQMS AQUA METALS INC550.00%0.01%0.01%Q3 2019Q3 20205
GBIL GOLDMAN SACHS ETF TR312.50%4.04%5.12%Q3 2022Q3 20234
SPIP SPDR SER TR440.14%3.44%4.75%Q2 2021Q1 20224
SJNK SPDR SER TR440.14%2.14%5.83%Q1 2021Q4 20214
ULST SSGA ACTIVE ETF TR310.96%1.67%2.52%Q3 2021Q1 20234
FALN ISHARES TR210.42%1.62%4.36%Q4 2020Q2 20224
GRNB VANECK VECTORS ETF TR210.20%0.43%0.64%Q3 2018Q3 20234
NUBD NUSHARES ETF TR310.20%0.41%0.68%Q2 2018Q2 20224
QQQ INVESCO QQQ TRUST310.14%0.23%0.48%Q1 2022Q2 20234
DXC DXC TECHNOLOGY CO COM210.11%0.13%0.15%Q4 2017Q1 20194
INTU INTUIT440.08%0.09%0.12%Q2 2021Q1 20224
JPM JPMORGAN CHASE & CO440.08%0.08%0.08%Q1 2021Q4 20214
SH PROSHARES TR330.30%8.21%19.10%Q2 2022Q4 20223
VGIT VANGUARD SCOTTSDALE FDS214.13%5.88%7.96%Q2 2020Q3 20213
VTIP VANGUARD MALVERN FDS211.93%5.11%9.39%Q3 2021Q2 20233
SHY ISHARES TR330.15%4.87%10.05%Q1 2023Q3 20233
BILS SPDR SER TR111.40%3.20%5.33%Q2 2022Q3 20233
VUSB VANGUARD BD INDEX FDS210.91%2.85%5.12%Q3 2021Q3 20223
IBUY AMPLIFY ETF TR211.49%2.54%3.35%Q3 2020Q2 20213
QUAL ISHARES TR330.41%1.25%2.77%Q2 2019Q4 20193
EUSB ISHARES TR330.78%0.90%0.99%Q4 2021Q2 20223
NUMG NUSHARES ETF TR110.22%0.51%0.99%Q4 2020Q2 20233
ESG FLEXSHARES TR210.34%0.42%0.49%Q1 2021Q1 20223
NULV NUSHARES ETF TR210.27%0.42%0.61%Q1 2021Q3 20233
EBLU MANAGED PORTFOLIO SERIES210.13%0.32%0.55%Q1 2021Q1 20233
USXF ISHARES TR330.24%0.27%0.31%Q2 2021Q4 20213
ERTH INVESCO EXCHANGE TRADE...330.12%0.19%0.33%Q1 2023Q3 20233
EATON CORP PLC210.17%0.17%0.18%Q3 2019Q2 20203
MRK MERCK & CO INC330.10%0.10%0.10%Q2 2019Q4 20193
T AT&T INC210.08%0.10%0.10%Q3 2019Q2 20203
GENERAL ELECTRIC CO210.08%0.09%0.10%Q3 2021Q3 20233
AIT APPLIED INDL TECHNOLOG...210.08%0.09%0.10%Q4 2021Q3 20223
DFAC DIMENSIONAL ETF TRUST210.08%0.09%0.09%Q3 2021Q4 20223
FLOT ISHARES TR229.33%9.52%9.71%Q3 2022Q4 20222
ITOT ISHARES TR111.46%6.62%11.80%Q4 2021Q3 20232
TBX PROSHARES TR115.37%6.10%6.84%Q1 2021Q1 20232
WISDOMTREE TR225.29%5.43%5.57%Q3 2022Q4 20222
HYGH ISHARES U S ETF TR225.07%5.25%5.44%Q1 2022Q2 20222
NEAR ISHARES U S ETF TR220.10%5.02%9.93%Q3 2022Q4 20222
JPST J P MORGAN EXCHANGE TR...110.56%4.63%8.71%Q3 2022Q1 20232
TBF PROSHARES TR111.23%3.73%6.23%Q1 2021Q1 20232
EDV VANGUARD WORLD FD110.75%3.49%6.23%Q1 2020Q3 20202
RFV INVESCO EXCHANGE TRAD...222.14%3.04%3.95%Q1 2021Q2 20212
RZV INVESCO EXCHANGE TRAD...221.85%2.55%3.26%Q1 2021Q2 20212
TIP ISHARES TR221.92%2.40%2.88%Q3 2020Q4 20202
VCR VANGUARD WORLD FDS110.36%1.59%2.81%Q3 2020Q3 20232
NURE NUSHARES ETF TR220.92%1.56%2.20%Q4 2021Q1 20222
HYDB ISHARES TR221.51%1.56%1.60%Q3 2020Q4 20202
PBW INVESCO EXCHANGE TRAD...110.55%1.42%2.28%Q4 2020Q2 20212
CLTL INVESCO EXCH TRADED FD...221.15%1.19%1.24%Q3 2022Q4 20222
MGC VANGUARD WORLD FD220.92%0.92%0.93%Q2 2023Q3 20232
SKYY FIRST TR EXCHANGE TRAD...220.10%0.73%1.36%Q2 2023Q3 20232
VV VANGUARD INDEX FDS220.54%0.55%0.56%Q2 2023Q3 20232
NUMV NUSHARES ETF TR220.32%0.44%0.56%Q1 2021Q2 20212
DSI ISHARES TR220.39%0.39%0.39%Q2 2018Q3 20182
NUSC NUSHARES ETF TR220.22%0.37%0.53%Q1 2021Q2 20212
SUSB ISHARES TR110.12%0.36%0.60%Q3 2018Q2 20212
SNPE DBX ETF TR220.24%0.29%0.33%Q2 2023Q3 20232
XJR ISHARES TR110.21%0.28%0.35%Q4 2020Q2 20232
VANGUARD INDEX FDS220.22%0.22%0.22%Q3 2019Q4 20192
NULC NUSHARES ETF TR220.16%0.17%0.18%Q2 2023Q3 20232
VGLT VANGUARD SCOTTSDALE FDS119.78%9.78%9.78%Q3 2020Q3 20201
IEI ISHARES TR115.04%5.04%5.04%Q2 2023Q2 20231
SPMB SPDR SER TR114.74%4.74%4.74%Q2 2023Q2 20231
VCSH VANGUARD SCOTTSDALE FDS114.52%4.52%4.52%Q2 2021Q2 20211
EFAV ISHARES TR114.20%4.20%4.20%Q1 2020Q1 20201
SJB PROSHARES TR114.07%4.07%4.07%Q1 2023Q1 20231
RPV INVESCO EXCHANGE TRAD...113.74%3.74%3.74%Q1 2021Q1 20211
XTN SPDR SER TR113.50%3.50%3.50%Q1 2021Q1 20211
IJS ISHARES TR113.46%3.46%3.46%Q1 2021Q1 20211
KBWR INVESCO EXCHANGE TRAD...113.28%3.28%3.28%Q1 2021Q1 20211
FOVL ISHARES TR113.13%3.13%3.13%Q4 2020Q4 20201
PEJ INVESCO EXCHANGE TRAD...113.12%3.12%3.12%Q1 2021Q1 20211
XLP SELECT SECTOR SPDR TR112.89%2.89%2.89%Q1 2020Q1 20201
ISTB ISHARES TR112.86%2.86%2.86%Q2 2021Q2 20211
ARKG ARK ETF TR112.79%2.79%2.79%Q4 2020Q4 20201
PAWZ PROSHARES TR112.76%2.76%2.76%Q3 2020Q3 20201
SPAB SPDR SER TR112.75%2.75%2.75%Q2 2022Q2 20221
BWZ SPDR SER TR112.74%2.74%2.74%Q2 2023Q2 20231
DOG PROSHARES TR112.21%2.21%2.21%Q3 2022Q3 20221
SCHB SCHWAB STRATEGIC TR112.05%2.05%2.05%Q4 2021Q4 20211
XLY SELECT SECTOR SPDR TR111.91%1.91%1.91%Q3 2023Q3 20231
ARKK ARK ETF TR111.76%1.76%1.76%Q4 2020Q4 20201
BWX SPDR SER TR111.72%1.72%1.72%Q2 2023Q2 20231
BUG GLOBAL X FDS111.70%1.70%1.70%Q2 2021Q2 20211
VFH VANGUARD WORLD FDS111.64%1.64%1.64%Q3 2023Q3 20231
VFVA VANGUARD WELLINGTON FD111.63%1.63%1.63%Q2 2021Q2 20211
XLC SELECT SECTOR SPDR TR111.42%1.42%1.42%Q3 2023Q3 20231
PTBD PACER FDS TR111.33%1.33%1.33%Q4 2020Q4 20201
XLK SELECT SECTOR SPDR TR111.32%1.32%1.32%Q2 2023Q2 20231
ISHARES GLOBAL GREEN B...110.92%0.92%0.92%Q1 2019Q1 20191
RESP WISDOMTREE TR110.85%0.85%0.85%Q2 2023Q2 20231
VTV VANGUARD INDEX FDS110.82%0.82%0.82%Q3 2023Q3 20231
MBB ISHARES TR110.75%0.75%0.75%Q2 2023Q2 20231
WIP SPDR SER TR110.61%0.61%0.61%Q2 2023Q2 20231
RAFE PIMCO EQUITY SER110.57%0.57%0.57%Q1 2021Q1 20211
XLF SELECT SECTOR SPDR TR110.56%0.56%0.56%Q3 2023Q3 20231
RESD WISDOMTREE TR110.52%0.52%0.52%Q2 2023Q2 20231
SDG ISHARES TR110.48%0.48%0.48%Q3 2020Q3 20201
TIPX SPDR SER TR110.42%0.42%0.42%Q2 2022Q2 20221
IWV ISHARES TR110.39%0.39%0.39%Q4 2021Q4 20211
SMLE DBX ETF TR110.35%0.35%0.35%Q2 2023Q2 20231
AQWA GLOBAL X FDS110.33%0.33%0.33%Q3 2023Q3 20231
NULG NUSHARES ETF TR110.32%0.32%0.32%Q2 2021Q2 20211
USSG DBX ETF TR110.30%0.30%0.30%Q3 2023Q3 20231
EAOK ISHARES TR110.30%0.30%0.30%Q4 2021Q4 20211
PHO INVESCO EXCHANGE TRADE...110.28%0.28%0.28%Q3 2023Q3 20231
EAOM ISHARES TR110.27%0.27%0.27%Q4 2021Q4 20211
HYUP DBX ETF TR110.23%0.23%0.23%Q4 2020Q4 20201
LOUP INNOVATOR ETFS TR110.23%0.23%0.23%Q4 2020Q4 20201
EAOR ISHARES TR110.22%0.22%0.22%Q4 2021Q4 20211
ISHARES ESG MSCI USA S...110.22%0.22%0.22%Q1 2019Q1 20191
ARISTA NETWORKS INC110.22%0.22%0.22%Q1 2020Q1 20201
SUSA ISHARES TR110.20%0.20%0.20%Q3 2020Q3 20201
SPDR SER TR110.19%0.19%0.19%Q2 2023Q2 20231
VFMF VANGUARD WELLINGTON FD110.18%0.18%0.18%Q2 2022Q2 20221
SPDW SPDR INDEX SHS FDS110.17%0.17%0.17%Q3 2018Q3 20181
EAOA ISHARES TR110.16%0.16%0.16%Q4 2021Q4 20211
GBLD INVESCO EXCH TRADED FD...110.16%0.16%0.16%Q3 2023Q3 20231
ESGE ISHARES INC110.16%0.16%0.16%Q3 2018Q3 20181
GSST GOLDMAN SACHS ETF TR110.16%0.16%0.16%Q3 2022Q3 20221
VONE VANGUARD SCOTTSDALE FDS110.15%0.15%0.15%Q3 2023Q3 20231
IWL ISHARES TR110.14%0.14%0.14%Q4 2021Q4 20211
J P MORGAN EXCHANGE TR...110.13%0.13%0.13%Q1 2023Q1 20231
RSP INVESCO EXCHANGE TRADE...110.13%0.13%0.13%Q1 2023Q1 20231
LMT LOCKHEED MARTIN CORP110.10%0.10%0.10%Q3 2018Q3 20181
EASG DBX ETF TR110.10%0.10%0.10%Q2 2023Q2 20231
INVENTRUST PPTYS CORP110.08%0.08%0.08%Q4 2021Q4 20211
NSC NORFOLK SOUTHN CORP110.05%0.05%0.05%Q3 2020Q3 20201
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The securities at the top of the list , including VANGUARD S&P 500 ETF, SPDR S&P MIDCAP 400 ETR TR, and VANGUARD TOTAL BOND MARKET INDEX FUND, are the highest-conviction holdings of RETIREMENT CAPITAL STRATEGIES.

The conviction is calculated by counting the number of quarters a security has been reported by RETIREMENT CAPITAL STRATEGIES. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that RETIREMENT CAPITAL STRATEGIES owns currently or has owned in the past.