Retirement Capital Strategies Purchases in Q3 2024

Retirement Capital Strategies

  • $255 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
170K
New
$96.25 - $101.98 $16.4M - $17.4M
170K $17.3M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
350K
+ 2963.75%
$44.83 - $47.42 $15.7M - $16.6M
362K $17.1M
EUSB
Ishares Tr Esg Advanced Total

Technology
239K
New
$42.09 - $44.64 $10.1M - $10.7M
239K $10.6M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
124K
+ 376.09%
$74.26 - $78.84 $9.19M - $9.76M
157K $12.3M
FOVL
Ishares Tr Focused Value Facto

ETFs
63.4K
New
$59.36 - $68.16 $3.77M - $4.32M
63.4K $4.32M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
47.2K
New
$83.76 - $91.82 $3.95M - $4.33M
47.2K $4.31M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
37.6K
+ 69.65%
$91.37 - $101.65 $3.44M - $3.83M
91.7K $9.32M
XLRE
Select Sector Spdr Tr Real Est

ETFs
80.9K
New
$38.04 - $45.36 $3.08M - $3.67M
80.9K $3.61M
VNQ
Vanguard Specialized Funds Van

ETFs
32K
New
$82.97 - $98.97 $2.66M - $3.17M
32K $3.12M
IEF
Ishares Barclays

ETFs
29.6K
New
$92.67 - $99.14 $2.75M - $2.94M
29.6K $2.91M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
106K
New
$21.61 - $22.87 $2.3M - $2.43M
106K $2.42M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
18.3K
New
$108.44 - $120.37 $1.99M - $2.2M
18.3K $2.2M
MBB
Ishares Tr

ETFs
11.9K
+ 64.88%
$90.85 - $96.66 $1.08M - $1.15M
30.1K $2.89M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
6.9K
+ 13.42%
$100.75 - $111.62 $695K - $770K
58.3K $6.37M
XLF
Financial Sector Spdr

ETFs
21.5K
New
$40.84 - $45.74 $879K - $985K
21.5K $975K
LDEM
Ishares Tr Esg Msci Em Leaders

ETFs
16.5K
New
$43.65 - $51.09 $720K - $843K
16.5K $830K
SKYY
First Trust Cloud Computing Et

ETFs
5.84K
+ 162.38%
$86.45 - $102.48 $505K - $599K
9.44K $965K
XJR
Ishares Tresg Screened S&P Sma

ETFs
10.5K
New
$37.45 - $42.19 $394K - $444K
10.5K $440K
GBLD
Invesco Exchange Traded Fd Tri
18.8K
New
$15.63 - $18.82 $293K - $353K
18.8K $343K
ERTH
Invesco ETF Tr Invesco Msci Su

ETFs
7.03K
New
$39.55 - $45.17 $278K - $317K
7.03K $317K
NUDV
Nushares ETF Tr Esg Divid ETF

ETFs
10.5K
New
$26.61 - $29.69 $279K - $311K
10.5K $310K
ANET
Arista Networks, Inc.

Technology
17
+ 0.22%
$311.42 - $388.21 $5.29K - $6.6K
7.92K $3.04M
VB
Vanguard Small Cap ETF

ETFs
907
New
$214.77 - $237.72 $195K - $216K
907 $215K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.2K
New
$162.83 - $179.16 $195K - $215K
1.2K $214K
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
1.13K
+ 2.16%
$47.54 - $52.58 $53.7K - $59.4K
53.4K $2.81M
VTI
Vanguard Total Stock Market Et

ETFs
108
+ 2.03%
$255.18 - $283.2 $27.6K - $30.6K
5.43K $1.54M
NVDA
Nvidia Corp

Technology
645
+ 5.44%
$98.91 - $134.91 $63.8K - $87K
12.5K $1.52M
BND
Vanguard Bd Index Fd Inc Total

ETFs
347
+ 6.33%
$71.45 - $75.64 $24.8K - $26.2K
5.83K $437K
VV
Vanguard Large Cap ETF

ETFs
20
+ 0.94%
$236.92 - $263.4 $4.74K - $5.27K
2.15K $566K
VONE
Vanguard Russell 1000 ETF

ETFs
21
+ 1.36%
$234.0 - $260.07 $4.91K - $5.46K
1.57K $407K
Activity Summary
Buys All Purchases 31 New Holdings 18 Increased Positions 13 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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