News + Filings Holdings
|
|
RETIREMENT CAPITAL STRATEGIES
|
|
Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
|
VANGUARD INDEX FUNDS
| VTI | Common | 7,506 | -159,307 | 1,653,413,000 | -30,239,585,000 | 0.76 | |
Hist
| 06/30/2023 |
|
VANGUARD INDEX FDS SANDP 500 ETF
| VOO | STOCK | 31,488 | -65,766 | 12,824,556,000 | -21,344,633,000 | 5.90 | |
Hist
| 06/30/2023 |
|
VANGUARD BOND INDEX FUNDS
| BND | Common | 6,621 | -250,910 | 481,271,000 | -18,019,727,000 | 0.22 | |
Hist
| 06/30/2023 |
|
iSHARES TRUST
| TFLO | Common | 22,528 | -112,335 | 1,141,494,000 | -5,656,959,000 | 0.53 | |
Hist
| 06/30/2023 |
|
iSHARES TRUST
| UAE | Common | 41,480 | -4,091 | 4,174,132,000 | -389,359,000 | 1.92 | |
Hist
| 06/30/2023 |
|
ORACLE CORP
| ORCL | Common | 2,581 | -1,914 | 307,371,000 | -60,050,000 | 0.14 | 0.00 |
Hist
| 06/30/2023 |
|
CADENCE DESIGN SYSTEMS INC
| CDNS | Common | 6,611 | -998 | 1,550,412,000 | 328,102,000 | 0.71 | |
Hist
| 06/30/2023 |
|
MICROSOFT CORP
| MSFT | Common | 7,513 | -49 | 2,558,477,000 | 744,958,000 | 1.18 | 0.00 |
Hist
| 06/30/2023 |
|
Apple Inc.
| AAPL | Common | 29,918 | -90 | 5,803,111,000 | 1,904,170,000 | 2.67 | |
Hist
| 06/30/2023 |
|
|
|
|