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  Name: RETIREMENT CAPITAL STRATEGIES
  City: San Jose
  State: CA
  Zip: 95129
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $244,549,000
  Total Value Change : $13,896,000
  Securities Held Change : -1
   
All Securities Held : 69
  New Positions : 17
  Closed Positions : 18
  Increased Positions : 20
  Unchanged Positions : 9
  Decreased Positions : 23

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Holdings Found : 17     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (BIV)1 Year Chart         BIV Vanguard Intermediate-Term ... 6 New $74.59 $11,899,000 157,811 4.87% 11,899,000 157,811 0.098    Closed - End Fund - Debt
   (GBF)1 Year Chart         GBF iShares Barclays Government... 7 New $102.47 $9,357,000 90,376 3.83% 9,357,000 90,376 2.546    Closed - End Fund - E...
   (FALN)1 Year Chart         FALN Ishares Fallen Angels Usd Bond 11 New $0.00 $5,424,000 201,944 2.22% 5,424,000 201,944 0.126    N/A
   (ANGL)1 Year Chart         ANGL Vaneck Vectors Fallen Angel... 16 New $28.68 $3,870,000 133,366 1.58% 3,870,000 133,366 0.086    N/A
   (MTUM)1 Year Chart         MTUM Ishares Msci Usa Momentum F... 19 New $0.00 $3,491,000 18,635 1.43% 3,491,000 18,635 0.002    N/A
   (BNDW)1 Year Chart         BNDW Vanguard Total World Bond Etf 21 New $0.00 $3,092,000 45,065 1.26% 3,092,000 45,065 0.806    N/A
   (NULG)1 Year Chart         NULG Nushares Esg Large Cap Grow... 28 New $0.00 $2,299,000 30,135 0.94% 2,299,000 30,135 0.028    N/A
   (SOXX)1 Year Chart         SOXX iShares S&P GSTI Semiconductor 36 New $232.51 $1,168,000 5,171 0.48% 1,168,000 5,171 0.043    Closed - End Fund - E...
   (HYHG)1 Year Chart         HYHG Proshares High Yield Intere... 37 New $0.00 $1,151,000 18,013 0.47% 1,151,000 18,013 1.441    N/A
   (HYXE)1 Year Chart         HYXE Ishares Iboxx High Yld Ex Oil 40 New $0.00 $1,080,000 23,643 0.44% 1,080,000 23,643 0.263    N/A
   (NUHY)1 Year Chart         NUHY Nuveen Esg High Yield Corpo... 45 New $0.00 $833,000 39,441 0.34% 833,000 39,441 0.438    N/A
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 49 New $455.80 $464,000 1,046 0.19% 464,000 1,046 0    Closed - End Fund - Debt
   (IEI)1 Year Chart         IEI iShares Barclays 3-7 Year T... 52 New $114.90 $385,000 3,321 0.16% 385,000 3,321 0.003    Closed - End Fund - E...
   (PIO)1 Year Chart         PIO Invesco Global Water ETF Tr... 57 New $41.11 $354,000 8,205 0.14% 354,000 8,205 0.123    Electronic Equipment
   (RSP)1 Year Chart         RSP Guggenheim ETF Trust - Gugg... 65 New $167.83 $218,000 1,290 0.09% 218,000 1,290 0    Closed - End Fund - E...
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 66 New $183.15 $216,000 1,195 0.09% 216,000 1,195 0    Internet Software & S...
   (VB)1 Year Chart         VB Vanguard Small Cap VIPERS 67 New $225.31 $207,000 907 0.08% 207,000 907 0    Closed - End Fund - E...
      17 Records Found
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