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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 (2015Q2)
Portfolio Summary: 13 holdings with a total value of $164,445,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 KINDER MORGAN INC DEL 12,192 468,000 0.28%
2 GENERAL ELECTRIC CO 18,003 478,000 0.29%
3 EXXON MOBIL CORP 10,418 867,000 0.53%
4 VANGUARD BD INDEX FDS 14,551 1,167,000 0.71%
5 Hewlett Packard Co 49,172 1,476,000 0.90%
6 VANGUARD INTL EQUITY INDEX F 118,013 4,824,000 2.93%
7 VANGUARD INDEX FDS 68,166 5,091,000 3.10%
8 VANGUARD INDEX FDS 56,966 6,920,000 4.21%
9 SPDR S&P MIDCAP 400 ETF TR 47,492 12,975,000 7.89%
10 VANGUARD CHARLOTTE FDS 267,865 14,028,000 8.53%
11 VANGUARD STAR FDS 417,123 20,994,000 12.77%
12 VANGUARD BD INDEX FDS 560,149 46,604,000 28.34%
13 VANGUARD INDEX FDS 257,113 48,553,000 29.53%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001214659-16-015104, filed 2016.12.01).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.