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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 (2016Q3)
Portfolio Summary: 16 holdings with a total value of $173,880,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 KINDER MORGAN INC DEL 12,192 282,000 0.16%
2 LPL FINL HLDGS INC 10,000 299,000 0.17%
3 HP INC 28,172 438,000 0.25%
4 CISCO SYS INC 16,900 536,000 0.31%
5 HEWLETT PACKARD ENTERPRISE C 28,172 641,000 0.37%
6 GENERAL ELECTRIC CO 25,090 743,000 0.43%
7 VANGUARD BD INDEX FDS 12,035 973,000 0.56%
8 INTEL CORP 39,859 1,505,000 0.87%
9 VANGUARD INTL EQUITY INDEX F 129,766 4,883,000 2.81%
10 VANGUARD INDEX FDS 58,433 5,068,000 2.91%
11 VANGUARD INDEX FDS 56,830 6,944,000 3.99%
12 SPDR S&P MIDCAP 400 ETF TR 49,710 14,032,000 8.07%
13 VANGUARD CHARLOTTE FDS 285,308 15,989,000 9.20%
14 VANGUARD STAR FDS 439,121 20,731,000 11.92%
15 VANGUARD BD INDEX FDS 586,341 49,335,000 28.37%
16 VANGUARD INDEX FDS 259,103 51,481,000 29.61%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001214659-16-014283, filed 2016.10.28).

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.