Retirement Capital Strategies Purchases and Sells in Q2 2025

Retirement Capital Strategies

$231 Million
Q2 2025

Top Buys

Incresed Positions

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTI	67.7K + 1273.88%	$243.75 - $303.93 $16.5M - $20.6M	73K $22.2M
BIV	99.7K + 77.85%	$75.05 - $77.34 $7.48M - $7.71M	228K $17.6M
AGG	75K + 74.56%	$96.84 - $99.46 $7.26M - $7.46M	176K $17.4M
BND	97.4K + 1424.49%	$72.02 - $73.82 $7.02M - $7.19M	104K $7.68M
GSY	63.4K + 114.34%	$49.98 - $50.26 $3.17M - $3.19M	119K $5.96M
USFR	33.7K + 324.84%	$50.28 - $50.47 $1.7M - $1.7M	44.1K $2.22M

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VT	237K New	$103.16 - $128.52 $24.5M - $30.5M	237K $30.5M
GSST	92.1K New	$50.29 - $50.56 $4.63M - $4.66M	92.1K $4.66M
IEF	35.6K New	$93.15 - $96.56 $3.32M - $3.44M	35.6K $3.41M
IEI	24K New	$116.93 - $119.39 $2.8M - $2.86M	24K $2.85M
TIP	22.8K New	$107.93 - $110.97 $2.46M - $2.53M	22.8K $2.51M
ICSH	48.4K New	$50.48 - $50.71 $2.44M - $2.45M	48.4K $2.45M

Top Sells

Reduced Positions

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	-49.5K - 65.98%	$456.74 - $568.03 $22.6M - $28.1M	25.5K $14.5M
SGOV	-82.3K - 87.04%	$100.35 - $100.71 $8.26M - $8.29M	12.3K $1.23M
BIL	-82.4K - 87.76%	$91.43 - $91.74 $7.53M - $7.56M	11.5K $1.05M
ESGV	-56.4K - 64.03%	$86.93 - $109.64 $4.9M - $6.18M	31.7K $3.47M
ITOT	-37.6K - 92.2%	$108.12 - $135.04 $4.07M - $5.08M	3.18K $429K
GBIL	-37.1K - 39.87%	$99.83 - $100.19 $3.71M - $3.72M	56K $5.61M

Activity Summary All Purchases 27 New Holdings 9 Increased Positions 18 All Sells 22 Reductions 22 Sold out 0 Calls 0 Puts 0

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