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Institutional Investment Manager
RETIREMENT CAPITAL STRATEGIES
RETIREMENT CAPITAL STRATEGIES (CIK: 0001672681) incorporated in California, located at 1190 Saratoga Avenue, San Jose, CA. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q3)
Original 13F HR (0001214659-16-015101) filed in 2016.12.01
#
Name
Shares
Value ($)
%
Options
Notes
1 VANGUARD INDEX FDS 235,082 42,453 38.50%
2 VANGUARD WORLD FD 205,581 26,956 24.44%
3 SPDR S&P MIDCAP 400 ETF TR 45,363 11,310 10.26%
4 VANGUARD INDEX FDS 97,012 10,732 9.73%
5 VANGUARD INDEX FDS 146,686 10,539 9.56%
6 VANGUARD INTL EQUITY INDEX F 122,480 5,109 4.63%
7 Hewlett Packard Co 49,172 1,744 1.58%
8 EXXON MOBIL CORP 10,418 980 0.89%
9 GENERAL ELECTRIC CO 17,795 456 0.41%