The Analysis of RETIREMENT CAPITAL STRATEGIES's Holdings
Currently, RETIREMENT CAPITAL STRATEGIES holds 68 types of securities in its portfolio with a total value $269.7M. In the most recent quarter, they have increased their positions in SLV (+95.3K shares, valued at $6.1M), GLD (+15.1K shares, valued at $6.0M), MBB (+58.5K shares, valued at $5.6M); decreased their positions in GSST (-83.3K shares, valued at $4.2M), TBIL (-67.4K shares, valued at $3.4M), VT (-19.1K shares, valued at $2.7M); initiated new positions in SLV (+95.3K shares, valued at $6.1M), GLD (+15.1K shares, valued at $6.0M), NUHY (+52.4K shares, valued at $1.1M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VT VANGUARD INTL EQUITY INDEX F214.4K shares-8.18%2025-12-312026-02-13
VTI VANGUARD INDEX FDS84.7K shares-4.10%2025-12-312026-02-13 BIV VANGUARD BD INDEX FDS243.1K shares6.60%2025-12-312026-02-13 AGG ISHARES TR185.9K shares7.01%2025-12-312026-02-13 SPTM SPDR SERIES TRUST134.7K shares0.00%2025-12-312026-02-13 EFIV SPDR SERIES TRUST158.9K shares-5.63%2025-12-312026-02-13 IUSB ISHARES TR201.7K shares7.76%2025-12-312026-02-13 BND VANGUARD BD INDEX FDS121.9K shares6.77%2025-12-312026-02-13 AAPL APPLE INC27.4K shares0.00%2025-12-312026-02-13 GBIL GOLDMAN SACHS ETF TR63.7K shares7.31%2025-12-312026-02-13 BILS SPDR SERIES TRUST63.1K shares9.82%2025-12-312026-02-13 SLV ISHARES SILVER TR95.3K sharesnew addition2025-12-312026-02-13 GLD SPDR GOLD TR15.1K sharesnew addition2025-12-312026-02-13 MBB ISHARES TR61.1K shares2318.86%2025-12-312026-02-13 SPMB SPDR SERIES TRUST250.8K shares1315.10%2025-12-312026-02-13 MMM 3M CO32.2K shares-0.66%2025-12-312026-02-13 IEI ISHARES TR35.4K shares49.28%2025-12-312026-02-13 ESGV VANGUARD WORLD FD32.8K shares-8.95%2025-12-312026-02-13 LPLA LPL FINL HLDGS INC10.0K shares0.00%2025-12-312026-02-13 IEF ISHARES TR36.9K shares4.50%2025-12-312026-02-13 XBIL RBB FD INC66.5K shares-19.23%2025-12-312026-02-13 MSFT MICROSOFT CORP6.3K shares0.35%2025-12-312026-02-13 EUSB ISHARES TR69.5K shares15.37%2025-12-312026-02-13 EAGG ISHARES TR63.2K shares13.04%2025-12-312026-02-13 NUBD NUSHARES ETF TR121.5K shares13.08%2025-12-312026-02-13 USFR WISDOMTREE TR51.2K shares16.53%2025-12-312026-02-13 NVDA NVIDIA CORPORATION13.1K shares-0.03%2025-12-312026-02-13 SNPE DBX ETF TR38.7K shares0.51%2025-12-312026-02-13 TBIL RBB FD INC38.1K shares-63.85%2025-12-312026-02-13 TSLA TESLA INC3.2K shares0.00%2025-12-312026-02-13 SGOV ISHARES TR14.0K shares4.45%2025-12-312026-02-13 TFLO ISHARES TR26.8K shares-66.43%2025-12-312026-02-13 BIL SPDR SERIES TRUST12.7K shares4.58%2025-12-312026-02-13 NUHY NUSHARES ETF TR52.4K sharesnew addition2025-12-312026-02-13 ESGU ISHARES TR7.5K shares-1.35%2025-12-312026-02-13 OBIL RBB FD INC21.9K shares-49.58%2025-12-312026-02-13 CSCO CISCO SYS INC14.2K shares0.00%2025-12-312026-02-13 EMB ISHARES TR10.8K sharesnew addition2025-12-312026-02-13 SHV ISHARES TR8.6K shares-41.49%2025-12-312026-02-13 ARTY ISHARES TR19.6K sharesnew addition2025-12-312026-02-13 AIPO TIDAL TRUST II41.5K sharesnew addition2025-12-312026-02-13 MDY SPDR S&P MIDCAP 400 ETF TR1.5K shares0.00%2025-12-312026-02-13 SUSC ISHARES TR35.4K sharesnew addition2025-12-312026-02-13 XVV ISHARES TR15.4K shares0.00%2025-12-312026-02-13 GE AEROSPACE GE AEROSPACE2.0K shares0.00%2025-12-312026-02-13 IVV ISHARES TR824 shares-0.36%2025-12-312026-02-13 SOLV SOLVENTUM CORP6.8K shares0.00%2025-12-312026-02-13 SPTS SPDR SERIES TRUST17.2K shares0.00%2025-12-312026-02-13 SHY ISHARES TR6.1K shares0.00%2025-12-312026-02-13 SCHO SCHWAB STRATEGIC TR20.7K shares0.00%2025-12-312026-02-13 VGSH VANGUARD SCOTTSDALE FDS8.6K shares0.00%2025-12-312026-02-13 INTC INTEL CORP13.0K shares0.00%2025-12-312026-02-13 GEV GE VERNOVA INC719 shares3.01%2025-12-312026-02-13 ITOT ISHARES TR3.0K shares-7.22%2025-12-312026-02-13 GSST GOLDMAN SACHS ETF TR8.1K shares-91.16%2025-12-312026-02-13 ICLN ISHARES TR20.4K sharesnew addition2025-12-312026-02-13 MGC VANGUARD WORLD FD1.3K shares0.00%2025-12-312026-02-13 IHAK ISHARES TR6.0K shares0.00%2025-12-312026-02-13 DFAC DIMENSIONAL ETF TRUST7.1K shares0.00%2025-12-312026-02-13 WIP SPDR SERIES TRUST6.8K sharesnew addition2025-12-312026-02-13 ALPHABET INC ALPHABET INC768 sharesnew addition2025-12-312026-02-13 VB VANGUARD INDEX FDS907 shares0.00%2025-12-312026-02-13 AMZN AMAZON COM INC1.0K shares1.00%2025-12-312026-02-13 SUSL ISHARES TR1.9K shares0.00%2025-12-312026-02-13 XLV SELECT SECTOR SPDR TR1.4K shares-31.18%2025-12-312026-02-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available