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| Name: |
RETIREMENT CAPITAL STRATEGIES |
| City: |
San Jose |
| State: |
CA |
| Zip: |
95129 |
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data |
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| Holdings
Found :
18 |
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Currently
Viewing:
Closed Positions |
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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 |
|
EDV |
Vanguard Extended Dur Tre I... |
87 |
Closed |
$71.62 |
$0 |
0 |
0% |
-1,511,000 |
-18,643 |
0 |
Closed - End Fund - Debt |
|
|
PHO |
Invesco Water Resource Port |
74 |
Closed |
$66.21 |
$0 |
0 |
0% |
-677,000 |
-11,123 |
0 |
Closed - End Fund - Debt |
|
|
GBIL |
Goldman Sachs Treasuryacces... |
80 |
Closed |
$100.12 |
$0 |
0 |
0% |
-633,000 |
-6,342 |
0 |
N/A |
|
|
BIL |
Spdr Brcly Cap 1-3 Mnth Tb |
86 |
Closed |
$0.00 |
$0 |
0 |
0% |
-1,047,000 |
-11,455 |
0 |
Closed - End Fund - E... |
|
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IEF |
iShares Lehman 7-10 Year Tr... |
73 |
Closed |
$92.80 |
$0 |
0 |
0% |
-1,555,000 |
-16,137 |
0 |
Closed - End Fund - E... |
|
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GBLD |
Invesco Msci Green Building... |
79 |
Closed |
$0.00 |
$0 |
0 |
0% |
-376,000 |
-21,318 |
0 |
N/A |
|
|
VONG |
Vanguard Russell 1000 Growt... |
85 |
Closed |
$88.06 |
$0 |
0 |
0% |
-3,885,000 |
-49,794 |
0 |
N/A |
|
|
TFLO |
Ishares Treasury Floating R... |
72 |
Closed |
$0.00 |
$0 |
0 |
0% |
-398,000 |
-7,877 |
0 |
N/A |
|
|
SHV |
iShares Barclays Short Trea... |
78 |
Closed |
$110.51 |
$0 |
0 |
0% |
-385,000 |
-3,495 |
0 |
Closed - End Fund - E... |
|
|
XLF |
SPDR Financial Sector |
84 |
Closed |
$41.64 |
$0 |
0 |
0% |
-350,000 |
-9,309 |
0 |
Closed - End Fund - E... |
|
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ICSH |
Ishares Ultra Short Term Bo... |
71 |
Closed |
$0.00 |
$0 |
0 |
0% |
-370,000 |
-7,341 |
0 |
N/A |
|
|
MGK |
Vanguard Mega Cap 300 Gr In... |
77 |
Closed |
$277.92 |
$0 |
0 |
0% |
-970,000 |
-3,737 |
0 |
Closed - End Fund - E... |
|
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EXT |
WisdomTree Trust |
83 |
Closed |
$50.79 |
$0 |
0 |
0% |
-203,000 |
-4,127 |
0 |
N/A |
|
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AQWA |
Global X Clean Water Etf |
70 |
Closed |
$0.00 |
$0 |
0 |
0% |
-774,000 |
-47,328 |
0 |
N/A |
|
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WIP |
Spdr Db Int Gov Bd |
76 |
Closed |
$39.09 |
$0 |
0 |
0% |
-6,730,000 |
-160,476 |
0 |
Closed - End Fund - E... |
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XLY |
SPDR cnsmr discr sel sect |
82 |
Closed |
$175.97 |
$0 |
0 |
0% |
-782,000 |
-4,375 |
0 |
Closed - End Fund - E... |
|
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XLK |
SPDR Technology Sector |
75 |
Closed |
$210.16 |
$0 |
0 |
0% |
-3,048,000 |
-15,838 |
0 |
Closed - End Fund - E... |
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TLT |
iShares Tr Lehman 20+yr Tres |
81 |
Closed |
$90.45 |
$0 |
0 |
0% |
-4,964,000 |
-50,201 |
0 |
Closed - End Fund - E... |
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