Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
RETIREMENT CAPITAL STRATEGIES (CIK 1672681) reported $288.0M across 68 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VT ($34.2M, 11.87%), VTI ($32.1M, 11.16%), BIV ($19.8M, 6.88%), AGG ($19.5M, 6.77%), VOO ($16.3M, 5.66%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VT | VANGUARD INTL EQUITY INDEX F | $34.2M | 11.87% | 217,779 | Trimmed |
| 2 | VTI | VANGUARD INDEX FDS | $32.1M | 11.16% | 86,877 | Trimmed |
| 3 | BIV | VANGUARD BD INDEX FDS | $19.8M | 6.88% | 258,454 | Added |
| 4 | AGG | ISHARES TR | $19.5M | 6.77% | 197,004 | Added |
| 5 | VOO | VANGUARD INDEX FDS | $16.3M | 5.66% | 23,716 | Added |
| 6 | SPTM | SPDR SERIES TRUST | $12.0M | 4.18% | 132,501 | Trimmed |
| 7 | JPST | J P MORGAN EXCHANGE TRADED F | $11.4M | 3.97% | 226,339 | Added |
| 8 | EFIV | SPDR SERIES TRUST | $11.4M | 3.97% | 156,774 | Trimmed |
| 9 | IUSB | ISHARES TR | $10.1M | 3.52% | 219,869 | Added |
| 10 | BND | VANGUARD BD INDEX FDS | $9.1M | 3.15% | 123,684 | Trimmed |
| 11 | GSY | INVESCO ACTIVELY MANAGED EXC | $8.7M | 3.03% | 173,790 | Added |
| 12 | AAPL | APPLE INC | $8.0M | 2.79% | 27,798 | Added |
| 13 | ITOT | ISHARES TR | $7.1M | 2.45% | 42,945 | Added |
| 14 | VV | VANGUARD INDEX FDS | $6.6M | 2.28% | 19,055 | New |
| 15 | MGC | VANGUARD WORLD FD | $6.1M | 2.13% | 22,409 | Added |
| 16 | ANET | ARISTA NETWORKS INC | $5.5M | 1.90% | 32,161 | Added |
| 17 | MMM | 3M CO | $5.1M | 1.78% | 31,609 | Trimmed |
| 18 | ESGV | VANGUARD WORLD FD | $4.3M | 1.48% | 32,329 | Added |
| 19 | SNPE | DBX ETF TR | $3.5M | 1.20% | 50,281 | Added |
| 20 | EUSB | ISHARES TR | $3.1M | 1.08% | 71,252 | Trimmed |
| 21 | VOOG | VANGUARD ADMIRAL FDS INC | $3.1M | 1.08% | 37,686 | New |
| 22 | EAGG | ISHARES TR | $3.1M | 1.07% | 64,842 | Trimmed |
| 23 | GSST | GOLDMAN SACHS ETF TR | $3.0M | 1.05% | 59,751 | Added |
| 24 | LPLA | LPL FINL HLDGS INC | $2.8M | 0.98% | 10,041 | Hold |
| 25 | NUBD | NUSHARES ETF TR | $2.8M | 0.96% | 125,258 | Added |
Source: SEC Form 13F filings · as of 2026-06-30