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| Name: |
RETIREMENT CAPITAL STRATEGIES |
| City: |
San Jose |
| State: |
CA |
| Zip: |
95129 |
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data |
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Filing Period: |
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| Holdings
Found :
9 |
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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 |
|
MMM |
3M Co |
17 |
- |
$103.14 |
$3,546,000 |
33,428 |
1.45% |
-108,000 |
0 |
0.006 |
Conglomerates |
|
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LPLA |
LPL Investment Holdings Inc |
24 |
- |
$269.65 |
$2,671,000 |
10,111 |
1.09% |
370,000 |
0 |
0.013 |
Investment Brokerage ... |
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ANET |
Arista Networks, Inc. |
29 |
- |
$316.99 |
$2,292,000 |
7,904 |
0.94% |
431,000 |
0 |
0.003 |
Diversified Computer ... |
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ETN |
Eaton Corp |
35 |
- |
$336.73 |
$1,249,000 |
3,996 |
0.51% |
287,000 |
0 |
0.001 |
Diversified Machinery |
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MDY |
Standrd Poor Mdcp 400 SPDR |
44 |
- |
$551.16 |
$836,000 |
1,502 |
0.34% |
74,000 |
0 |
0.004 |
Closed - End Fund - E... |
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IVV |
iShares Core S&P 500 Etf |
51 |
- |
$534.05 |
$433,000 |
824 |
0.18% |
39,000 |
0 |
0 |
Closed - End Fund - E... |
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GE |
General Electric Co |
58 |
- |
$161.00 |
$349,000 |
1,991 |
0.14% |
95,000 |
0 |
0 |
Conglomerates |
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DFAC |
Dimensional U S Core Equity... |
64 |
- |
$32.10 |
$227,000 |
7,114 |
0.09% |
19,000 |
0 |
0.001 |
N/A |
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KZR |
Kezar Life Sciences, Inc. |
69 |
- |
$0.78 |
$14,000 |
15,000 |
0.01% |
0 |
0 |
0.022 |
N/A |
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