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 $264.6M across 62 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VT ($30.1M, 11.39%), VTI ($28.1M, 10.62%), BIV ($19.7M, 7.45%), AGG ($19.2M, 7.27%), VOO ($14.2M, 5.35%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VT | VANGUARD INTL EQUITY INDEX F | $30.1M | 11.39% | 217,936 | Added |
| 2 | VTI | VANGUARD INDEX FDS | $28.1M | 10.62% | 87,570 | Added |
| 3 | BIV | VANGUARD BD INDEX FDS | $19.7M | 7.45% | 255,252 | Added |
| 4 | AGG | ISHARES TR | $19.2M | 7.27% | 193,786 | Added |
| 5 | VOO | VANGUARD INDEX FDS | $14.2M | 5.35% | 23,681 | Trimmed |
| 6 | JPST | J P MORGAN EXCHANGE TRADED F | $11.3M | 4.26% | 222,751 | New |
| 7 | SPTM | SPDR SERIES TRUST | $10.5M | 3.98% | 133,080 | Trimmed |
| 8 | EFIV | SPDR SERIES TRUST | $9.9M | 3.75% | 157,122 | Trimmed |
| 9 | IUSB | ISHARES TR | $9.9M | 3.73% | 213,628 | Added |
| 10 | BND | VANGUARD BD INDEX FDS | $9.2M | 3.47% | 124,837 | Added |
| 11 | GSY | INVESCO ACTIVELY MANAGED EXC | $8.6M | 3.25% | 171,792 | New |
| 12 | GBIL | GOLDMAN SACHS ETF TR | $7.2M | 2.71% | 71,602 | Added |
| 13 | BILS | SPDR SERIES TRUST | $7.0M | 2.66% | 70,766 | Added |
| 14 | AAPL | APPLE INC | $6.9M | 2.61% | 27,249 | Trimmed |
| 15 | USFR | WISDOMTREE TR | $5.7M | 2.14% | 112,397 | Added |
| 16 | MMM | 3M CO | $4.6M | 1.76% | 31,982 | Trimmed |
| 17 | ANET | ARISTA NETWORKS INC | $3.9M | 1.49% | 32,156 | Added |
| 18 | ESGV | VANGUARD WORLD FD | $3.6M | 1.37% | 32,300 | Trimmed |
| 19 | ICSH | ISHARES TR | $3.4M | 1.29% | 67,423 | New |
| 20 | EUSB | ISHARES TR | $3.1M | 1.17% | 71,395 | Added |
| 21 | EAGG | ISHARES TR | $3.1M | 1.17% | 64,926 | Added |
| 22 | XBIL | RBB FD INC | $3.1M | 1.17% | 61,809 | Trimmed |
| 23 | LPLA | LPL FINL HLDGS INC | $3.0M | 1.14% | 10,041 | Hold |
| 24 | GSST | GOLDMAN SACHS ETF TR | $2.9M | 1.08% | 56,502 | Added |
| 25 | NUBD | NUSHARES ETF TR | $2.8M | 1.05% | 125,122 | Added |
Source: SEC Form 13F filings · as of 2026-03-31