News + Filings Holdings
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RETIREMENT CAPITAL STRATEGIES
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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iSHARES TRUST
| XVV | Common | 752,564 | 742,304 | 25,448,255,000 | 25,156,605,000 | 11.71 | |
Hist
| 06/30/2023 |
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VANGUARD WORLD FUND
| ESGV | Common | 310,680 | 213,679 | 24,341,748,000 | 17,953,253,000 | 11.20 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| STIP | Common | 177,848 | 174,709 | 17,357,965,000 | 17,053,639,000 | 7.99 | |
Hist
| 06/30/2023 |
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SPDR SERIES TRUST
| BIL | Common | 56,648 | 50,555 | 5,201,419,000 | 4,644,092,000 | 2.39 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IHAK | Common | 107,466 | 101,049 | 4,064,364,000 | 3,852,475,000 | 1.87 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| ESGU | Common | 11,877 | 3,070 | 1,157,569,000 | 411,195,000 | 0.53 | |
Hist
| 06/30/2023 |
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Tesla, Inc.
| TSLA | COM | 2,183 | 17 | 571,444,000 | 304,636,000 | 0.26 | |
Hist
| 06/30/2023 |
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