RETIREMENT CAPITAL STRATEGIES - Portfolio overview

RETIREMENT CAPITAL STRATEGIES has 68 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. VT - VANGUARD INTL EQUITY INDEX F, 10.99%
2. VTI - VANGUARD INDEX FDS, 10.24%
3. BIV - VANGUARD BD INDEX FDS, 7.18%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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