Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
 
     
Company Main View
  Name: RETIREMENT CAPITAL STRATEGIES
  City: San Jose
  State: CA
  Zip: 95129
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $230,653,000
  Total Value Change : $17,113,000
  Securities Held Change : 13
   
All Securities Held : 70
  New Positions : 14
  Closed Positions : 6
  Increased Positions : 24
  Unchanged Positions : 10
  Decreased Positions : 22

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

    
Holdings Found : 14     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (IUSB)1 Year Chart         IUSB Ishares Core Total Usd Bond... 3 New $0.00 $17,290,000 375,300 7.5% 17,290,000 375,300 0.013    N/A
   (MUB)1 Year Chart         MUB iShares S&P National Munici... 8 New $106.80 $8,937,000 82,436 3.87% 8,937,000 82,436 0.005    Closed - End Fund - E...
   (TLT)1 Year Chart         TLT iShares Tr Lehman 20+yr Tres 12 New $90.12 $4,964,000 50,201 2.15% 4,964,000 50,201 0.004    Closed - End Fund - E...
   (VONG)1 Year Chart         VONG Vanguard Russell 1000 Growt... 14 New $86.62 $3,885,000 49,794 1.68% 3,885,000 49,794 0.005    N/A
   (EAGG)1 Year Chart         EAGG Ishares Esg Us Aggregate Bo... 22 New $46.22 $2,347,000 49,165 1.02% 2,347,000 49,165 0.021    N/A
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS 25 New $343.81 $1,792,000 5,764 0.78% 1,792,000 5,764 0.002    Closed - End Fund - E...
   (TIP)1 Year Chart         TIP iShares Lehman TIPS Bond 27 New $106.05 $1,655,000 15,396 0.72% 1,655,000 15,396 0.001    Closed - End Fund - E...
   (IEF)1 Year Chart         IEF iShares Lehman 7-10 Year Tr... 29 New $92.50 $1,555,000 16,137 0.67% 1,555,000 16,137 0.006    Closed - End Fund - E...
   (EDV)1 Year Chart         EDV Vanguard Extended Dur Tre I... 30 New $71.27 $1,511,000 18,643 0.66% 1,511,000 18,643 0.177    Closed - End Fund - Debt
   (ITM)1 Year Chart         ITM Vaneck Vectors Amt Free Int... 35 New $0.00 $1,011,000 21,495 0.44% 1,011,000 21,495 0.064    N/A
   (MGK)1 Year Chart         MGK Vanguard Mega Cap 300 Gr In... 36 New $277.92 $970,000 3,737 0.42% 970,000 3,737 0.007    Closed - End Fund - E...
   (EUSB)1 Year Chart         EUSB Ishares Esg Advanced Total ... 42 New $0.00 $746,000 17,249 0.32% 746,000 17,249 0.019    N/A
   (USXF)1 Year Chart         USXF Ishares Esg Advanced Msci U... 54 New $0.00 $415,000 10,422 0.18% 415,000 10,422 0.008    N/A
   (DFAC)1 Year Chart         DFAC Dimensional U S Core Equity... 68 New $31.62 $208,000 7,114 0.09% 208,000 7,114 0.001    N/A
      14 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us