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| Name: |
RETIREMENT CAPITAL STRATEGIES |
| City: |
San Jose |
| State: |
CA |
| Zip: |
95129 |
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data |
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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 |
|
ESGV |
Vanguard Esg Us Stock Etf |
1 |
- |
$0.00 |
$32,511,000 |
348,865 |
13.29% |
10,386,000 |
88,758 |
0.927 |
N/A |
|
|
XVV |
Ishares Esg Screened S&p 50... |
2 |
- |
$0.00 |
$30,209,000 |
749,801 |
12.35% |
25,790,000 |
628,353 |
0.833 |
N/A |
|
|
MUB |
iShares S&P National Munici... |
8 |
- |
$106.47 |
$9,294,000 |
86,376 |
3.8% |
357,000 |
3,940 |
0.005 |
Closed - End Fund - E... |
|
|
BND |
Vanguard Total Bond Market ETF |
9 |
- |
$71.89 |
$7,861,000 |
108,231 |
3.21% |
341,000 |
5,982 |
0.012 |
Closed - End Fund - E... |
|
|
AAPL |
Apple Inc |
12 |
- |
$192.35 |
$5,077,000 |
29,607 |
2.08% |
-622,000 |
7 |
0 |
Personal Computers |
|
|
USXF |
Ishares Esg Advanced Msci U... |
13 |
- |
$0.00 |
$5,055,000 |
111,966 |
2.07% |
4,640,000 |
101,544 |
0.083 |
N/A |
|
|
ITOT |
iShares Core S&P Total US |
14 |
- |
$116.78 |
$4,579,000 |
39,715 |
1.87% |
4,268,000 |
36,761 |
0.011 |
Closed - End Fund - E... |
|
|
VFH |
Vanguard Financial VIPERS |
15 |
- |
$102.53 |
$4,266,000 |
41,662 |
1.74% |
685,000 |
2,846 |
0.042 |
Closed - End Fund - E... |
|
|
XLC |
Communication Services Sele... |
20 |
- |
$82.74 |
$3,403,000 |
41,672 |
1.39% |
3,084,000 |
37,284 |
0.002 |
N/A |
|
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MSFT |
Microsoft Corp |
23 |
- |
$429.04 |
$2,914,000 |
6,927 |
1.19% |
311,000 |
5 |
0 |
Application Software |
|
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SNPE |
Xtrackers S&p 500 Esg Etf |
26 |
- |
$0.00 |
$2,501,000 |
52,293 |
1.02% |
1,928,000 |
39,129 |
0.449 |
N/A |
|
|
EAGG |
Ishares Esg Us Aggregate Bo... |
27 |
- |
$46.53 |
$2,354,000 |
50,024 |
0.96% |
7,000 |
859 |
0.022 |
N/A |
|
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SKYY |
First Trust Ise Cloud Compu... |
34 |
- |
$96.62 |
$1,309,000 |
13,692 |
0.54% |
190,000 |
923 |
0.022 |
N/A |
|
|
ITM |
Vaneck Vectors Amt Free Int... |
38 |
- |
$0.00 |
$1,124,000 |
24,161 |
0.46% |
113,000 |
2,666 |
0.063 |
N/A |
|
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USSG |
Xtrackers Msci Usa Esg Lead... |
39 |
- |
$0.00 |
$1,092,000 |
22,132 |
0.45% |
396,000 |
6,401 |
0.024 |
N/A |
|
|
NVDA |
NVIDIA Corporation |
42 |
- |
$953.86 |
$1,062,000 |
1,176 |
0.43% |
482,000 |
6 |
0 |
Semiconductor - Speci... |
|
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NULC |
Nuveen Esg Large-cap Etf |
43 |
- |
$0.00 |
$904,000 |
20,936 |
0.37% |
405,000 |
8,126 |
0.023 |
N/A |
|
|
EUSB |
Ishares Esg Advanced Total ... |
46 |
- |
$0.00 |
$769,000 |
17,954 |
0.31% |
23,000 |
705 |
0.02 |
N/A |
|
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TSLA |
Tesla Motors Inc |
50 |
- |
$177.81 |
$436,000 |
2,482 |
0.18% |
-140,000 |
164 |
0 |
Auto Manufacturers |
|
|
SHY |
Ishares Barclays 1-3 Treasu... |
59 |
- |
$81.44 |
$335,000 |
4,100 |
0.14% |
3,000 |
59 |
0 |
Closed - End Fund - E... |
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