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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 (2014Q4)
Original 13F HR (0001214659-16-015102) filed in 2016.12.01
#
Name
Shares
Value ($)
%
Options
Notes
1 VANGUARD INDEX FDS 229,779 43,290 25.81%
2 VANGUARD BD INDEX FDS 525,211 43,262 25.79%
3 VANGUARD STAR FDS 391,714 18,935 11.29%
4 VANGUARD WORLD FD 142,437 15,899 9.48%
5 VANGUARD CHARLOTTE FDS 248,170 13,180 7.86%
6 SPDR S&P MIDCAP 400 ETF TR 43,739 11,546 6.88%
7 VANGUARD INDEX FDS 51,343 5,990 3.57%
8 VANGUARD INDEX FDS 72,267 5,854 3.49%
9 VANGUARD INTL EQUITY INDEX F 121,608 4,867 2.90%
10 Hewlett Packard Co 49,172 1,973 1.18%
11 VANGUARD BD INDEX FDS 12,511 1,000 0.60%
12 EXXON MOBIL CORP 10,418 963 0.57%
13 KINDER MORGAN INC DEL 12,192 516 0.31%
14 GENERAL ELECTRIC CO 17,997 455 0.27%