RETIREMENT CAPITAL STRATEGIES: 13F holdings
CIK 16726812026Q2
| Positions | 68 |
|---|
| Reported value | $288.0m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 68 (+6 vs prior quarter) |
|---|
| Reported value | $288.0m (+8.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| ACWI VANGUARD INTL EQUITY INDEX F | 217,779 | $34.2m | 11.9% |
| VTI VANGUARD INDEX FDS | 86,877 | $32.1m | 11.2% |
| BIV VANGUARD BD INDEX FDS | 258,454 | $19.8m | 6.9% |
| AGG ISHARES TR | 197,004 | $19.5m | 6.8% |
| VOO VANGUARD INDEX FDS | 23,716 | $16.3m | 5.7% |
| SPYM SPDR SERIES TRUST | 132,501 | $12.0m | 4.2% |
| JPST J P MORGAN EXCHANGE TRADED F | 226,339 | $11.4m | 4.0% |
| EFIV SPDR SERIES TRUST | 156,774 | $11.4m | 4.0% |
| IUSB ISHARES TR | 219,869 | $10.1m | 3.5% |
| BND VANGUARD BD INDEX FDS | 123,684 | $9.1m | 3.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1672681")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples