Legal Name: RETIREMENT CAPITAL STRATEGIES, INC.
報告期間:
Jun 30, 2019
有効日:
Aug 2, 2019
| セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
|
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363)
|
142,417 |
$38,332k |
|
|
VANGUARD STAR FD VG TL INTL STK F (921909768)
|
515,755 |
$27,207k |
|
|
VANGUARD CHARLOTTE FDS (92203J407)
|
417,805 |
$23,941k |
|
|
VANGUARD BD INDEX FD INC TOTAL BND MRKT (921937835)
|
240,417 |
$19,972k |
|
|
ISHARES TR (46434V407)
|
233,231 |
$10,892k |
|
|
ISHARES TR (46429B697)
|
165,368 |
$10,209k |
|
|
VANGUARD SCOTTSDALE FDS (92206C565)
|
74,787 |
$5,892k |
|
|
INVESCO EXCHNG TRADED FD TR S&P MIDCP LOW (46138E198)
|
111,354 |
$5,710k |
|
|
ISHARES TR (46432F339)
|
60,752 |
$5,557k |
|
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
33,956 |
$5,097k |
|
|
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP (78467Y107)
|
13,615 |
$4,828k |
|
|
3M CO (88579Y101)
|
27,070 |
$4,693k |
|
|
VANGUARD INDEX FDS (922908652)
|
35,095 |
$4,162k |
|
|
ISHARES TR (46434V878)
|
82,419 |
$4,154k |
|
|
VANGUARD WORLD FD (921910725)
|
54,165 |
$2,704k |
|
|
ISHARES TR (46435G425)
|
34,446 |
$2,223k |
|
|
VANGUARD INDEX FDS SMALL CP ET (922908751)
|
13,676 |
$2,143k |
|
|
ISHARES TR (46435U440)
|
35,536 |
$1,932k |
|
|
Apple Inc (037833100)
|
8,969 |
$1,776k |
|
|
ISHARES US AGGREGATE BOND ETF (46435U549)
|
32,636 |
$1,743k |
|
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
34,718 |
$1,449k |
|
|
VANGUARD WORLD FD (921910733)
|
25,279 |
$1,294k |
|
|
INTEL CORP (458140100)
|
25,159 |
$1,205k |
|
|
ADOBE INC (00724F101)
|
4,063 |
$1,198k |
|
|
SPDR SERIES TRUST (78468R747)
|
14,657 |
$1,081k |
|
|
ISHARES TR (46434V613)
|
19,631 |
$1,015k |
|
|
CISCO SYSTEMS INC (17275R102)
|
17,826 |
$976k |
|
|
LPL FINANCIAL HOLDINGS INC (50212V100)
|
10,041 |
$820k |
|
|
CADENCE DESIGN SYS (127387108)
|
11,530 |
$817k |
|
|
ISHARES TR (46435G516)
|
9,665 |
$622k |
|
|
HP INC (40434L105)
|
27,122 |
$564k |
|
|
ISHARES TR (464288356)
|
8,648 |
$525k |
|
|
ISHARES TR (46435U663)
|
16,990 |
$459k |
|
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
10,663 |
$454k |
|
|
Exxon Mobil Corp (30231G102)
|
5,832 |
$447k |
|
|
EATON CORPORATION (G29183103)
|
4,096 |
$342k |
|
|
HEWLETT PACKARD ENTR (42824C109)
|
22,672 |
$339k |
|
|
BIOGEN INC (09062X103)
|
1,380 |
$323k |
|
|
NVIDIA Corp (67066G104)
|
1,950 |
$321k |
|
|
BERKSHIRE HATHAWAY (084670108)
|
1 |
$319k |
|
|
COMMERCE BANCSHARES (200525103)
|
4,548 |
$272k |
|
|
WESTERN ALLIANCE BANCORP (957638109)
|
5,701 |
$255k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
824 |
$243k |
|
|
TE CONNECTIVITY (H84989104)
|
2,500 |
$240k |
|
|
AGILENT TECHNOLOGIES INC (00846U101)
|
3,152 |
$236k |
|
|
MEDTRONIC PLC (G5960L103)
|
2,390 |
$233k |
|
|
Ishares TR Gl Clean Energy ETF (464288224)
|
21,630 |
$231k |
|
|
MICROSOFT CORP (594918104)
|
1,697 |
$228k |
|
|
GENERAL ELECTRIC CO (369604103)
|
20,442 |
$215k |
|
|
Netflix Inc (64110L106)
|
576 |
$212k |
|
|
MERCK & CO INC (58933Y105)
|
2,463 |
$207k |
|
|
PayPal Holdings Inc (70450Y103)
|
1,800 |
$207k |
|
