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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 :
23 |
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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 |
|
EFIV |
Spdr S And P 500 Esg Etf |
1 |
- |
$0.00 |
$32,826,000 |
710,516 |
14.23% |
27,712,000 |
587,261 |
7.895 |
N/A |
|
|
ESGV |
Vanguard Esg Us Stock Etf |
2 |
- |
$0.00 |
$22,125,000 |
260,107 |
9.59% |
21,847,000 |
256,414 |
0.691 |
N/A |
|
|
TMW |
SPDR Dow Jones Wilshire TOT... |
4 |
- |
$63.82 |
$14,900,000 |
254,922 |
6.46% |
1,528,000 |
169 |
0.266 |
Closed - End Fund - E... |
|
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MBG |
Spdr Brcly Captl Mrtg Bkd |
5 |
- |
$21.31 |
$13,434,000 |
608,720 |
5.82% |
13,434,000 |
608,720 |
0.109 |
Gambling/Resorts |
|
|
MBB |
iShares Barclays MBS Bond |
6 |
- |
$90.79 |
$13,377,000 |
142,190 |
5.8% |
13,377,000 |
142,190 |
0.016 |
Closed - End Fund - E... |
|
|
BND |
Vanguard Total Bond Market ETF |
9 |
- |
$71.38 |
$7,520,000 |
102,249 |
3.26% |
7,192,000 |
97,550 |
0.013 |
Closed - End Fund - E... |
|
|
WIP |
Spdr Db Int Gov Bd |
10 |
- |
$39.17 |
$6,730,000 |
160,476 |
2.92% |
6,730,000 |
160,476 |
0.267 |
Closed - End Fund - E... |
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AAPL |
Apple Inc |
11 |
- |
$183.05 |
$5,699,000 |
29,600 |
2.47% |
639,000 |
45 |
0 |
Personal Computers |
|
|
IHAK |
Ishares Cybersecurity And T... |
16 |
- |
$0.00 |
$3,589,000 |
78,990 |
1.56% |
559,000 |
303 |
0.675 |
N/A |
|
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XLK |
SPDR Technology Sector |
18 |
- |
$205.54 |
$3,048,000 |
15,838 |
1.32% |
3,048,000 |
15,838 |
0.005 |
Closed - End Fund - E... |
|
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SUSL |
Ishares Esg Msci Usa Leader... |
20 |
- |
$0.00 |
$2,536,000 |
30,051 |
1.1% |
287,000 |
231 |
0.07 |
N/A |
|
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MGC |
Vanguard Mega Cap 300 Index... |
21 |
- |
$185.36 |
$2,381,000 |
14,066 |
1.03% |
393,000 |
975 |
0.057 |
Closed - End Fund - E... |
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ANET |
Arista Networks, Inc. |
24 |
- |
$314.03 |
$1,861,000 |
7,904 |
0.81% |
408,000 |
4 |
0.003 |
Diversified Computer ... |
|
|
VV |
Vanguard Large Cap VIPERS |
31 |
- |
$239.01 |
$1,503,000 |
6,888 |
0.65% |
312,000 |
803 |
0.005 |
Closed - End Fund - E... |
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SKYY |
First Trust Ise Cloud Compu... |
33 |
- |
$93.23 |
$1,119,000 |
12,769 |
0.49% |
902,000 |
9,914 |
0.02 |
N/A |
|
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CSCO |
Cisco Systems Inc |
43 |
- |
$48.06 |
$731,000 |
14,477 |
0.32% |
-32,000 |
277 |
0 |
Networking & Communic... |
|
|
INTC |
Intel Corp |
44 |
- |
$29.85 |
$722,000 |
14,359 |
0.31% |
225,000 |
368 |
0 |
Semiconductor- Broad... |
|
|
NVDA |
NVIDIA Corporation |
50 |
- |
$898.78 |
$580,000 |
1,170 |
0.25% |
100,000 |
67 |
0 |
Semiconductor - Speci... |
|
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TSLA |
Tesla Motors Inc |
51 |
- |
$177.81 |
$576,000 |
2,318 |
0.25% |
30,000 |
135 |
0 |
Auto Manufacturers |
|
|
SNPE |
Xtrackers S&p 500 Esg Etf |
52 |
- |
$0.00 |
$573,000 |
13,164 |
0.25% |
61,000 |
94 |
0.113 |
N/A |
|
|
NULC |
Nuveen Esg Large-cap Etf |
53 |
- |
$0.00 |
$499,000 |
12,810 |
0.22% |
105,000 |
1,628 |
0.014 |
N/A |
|
|
VONE |
Vanguard Russell 1000 Etf |
58 |
- |
$236.89 |
$379,000 |
1,749 |
0.16% |
60,000 |
108 |
0.002 |
N/A |
|
|
EXT |
WisdomTree Trust |
69 |
- |
$50.79 |
$203,000 |
4,127 |
0.09% |
203,000 |
4,127 |
0.046 |
N/A |
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