RETIREMENT CAPITAL STRATEGIES - Q3 2015 holdings

$158 Million is the total value of RETIREMENT CAPITAL STRATEGIES's 13 reported holdings in Q3 2015. The portfolio turnover from Q2 2015 to Q3 2015 was 0.0% .

 Value Shares↓ Weighting
BSV SellVANGUARD BD INDEX FD INCshort trm bond$1,023,000
-12.3%
12,720
-12.6%
0.65%
-9.0%
XOM SellEXXON MOBIL CORP$745,000
-14.1%
10,018
-3.8%
0.47%
-10.8%
HPQ SellHEWLETT PACKARD CO$721,000
-51.2%
28,172
-42.7%
0.46%
-49.3%
GE SellGENERAL ELECTRIC CO$449,000
-6.1%
17,806
-1.1%
0.28%
-2.7%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2016-12-01
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
VANGUARD S&P 500 ETF40Q3 202338.5%
SPDR S&P MIDCAP 400 ETR TR40Q3 202311.1%
VANGUARD TOTAL BOND MARKET INDEX FUND36Q3 202329.9%
VANGUARD SMALL-CAP INDEX FUND33Q1 202210.9%
VANGUARD TOTAL INTERNATIONAL BOND ETF32Q4 202212.4%
INTEL CORP COM31Q3 20230.9%
GENERAL ELECTRIC CO COM31Q2 20210.5%
LPL Finl Hldings Inc29Q3 20231.1%
CISCO SYSTEMS INC29Q3 20230.5%
VANGUARD INTL EQUITY INDEX FD25Q4 20194.6%

View RETIREMENT CAPITAL STRATEGIES's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-05-14
13F-HR2024-02-14
13F-HR2023-11-13
13F-HR2023-08-14
13F-HR2023-05-09
13F-HR2023-02-07
13F-HR2022-11-10
13F-HR2022-07-29
13F-HR2022-04-21
13F-HR2022-02-03

View RETIREMENT CAPITAL STRATEGIES's complete filings history.

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