Retirement Capital Strategies Purchases in Q1 2025

Retirement Capital Strategies

  • $250 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ACWI
Ishares Msci Acwi ETF

ETFs
204K
New
$115.16 - $124.13 $23.5M - $25.3M
204K $23.8M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
128K
New
$73.78 - $76.59 $9.45M - $9.81M
128K $9.81M
GBIL
Goldman Sachs Access Treasury

ETFs
83.1K
+ 830.75%
$99.85 - $100.19 $8.3M - $8.33M
93.1K $9.33M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
61.5K
New
$97.25 - $104.79 $5.98M - $6.44M
61.5K $6.38M
TLT
Ishares Barclays 20+ Year Trea

ETFs
50.4K
New
$85.29 - $92.57 $4.3M - $4.66M
50.4K $4.59M
IEFA
Ishares Tr

ETFs
56.8K
New
$69.57 - $78.65 $3.95M - $4.47M
56.8K $4.3M
HDV
Ishares Core High Dividend ETF

ETFs
33.2K
New
$110.86 - $121.12 $3.68M - $4.02M
33.2K $4.02M
VDC
Vanguard Consumer Staples ETF

ETFs
15.7K
New
$206.54 - $226.16 $3.25M - $3.55M
15.7K $3.44M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
28.9K
+ 40.34%
$95.85 - $99.25 $2.77M - $2.87M
101K $9.95M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
42.4K
New
$63.07 - $73.5 $2.67M - $3.12M
42.4K $2.98M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
33.8K
+ 20.06%
$44.72 - $46.25 $1.51M - $1.56M
202K $9.31M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
26K
New
$58.01 - $64.46 $1.51M - $1.68M
26K $1.61M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
33.7K
+ 288.6%
$45.92 - $47.58 $1.55M - $1.61M
45.4K $2.16M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
70.2K
+ 356.79%
$21.49 - $22.24 $1.51M - $1.56M
89.9K $1.99M
EDV
Vanguard Extended Duration Tre

ETFs
17.5K
New
$65.05 - $73.43 $1.14M - $1.28M
17.5K $1.24M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
13.4K
New
$75.32 - $84.77 $1.01M - $1.14M
13.4K $1.1M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
15.2K
New
$63.91 - $70.19 $970K - $1.06M
15.2K $1.02M
VEA
Vanguard Ftse Developed Market

ETFs
19.4K
New
$47.4 - $52.99 $919K - $1.03M
19.4K $985K
EFV
Msci Eafe Value ETF

ETFs
16.2K
New
$51.88 - $60.73 $840K - $983K
16.2K $954K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
13.2K
New
$53.69 - $62.68 $709K - $828K
13.2K $794K
LDEM
Ishares Tr Esg Msci Em Leaders

ETFs
7.31K
New
$44.39 - $50.29 $325K - $368K
7.31K $356K
MBB
Ishares Tr

ETFs
2.5K
New
$90.37 - $94.08 $226K - $236K
2.5K $234K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
7.73K
+ 77.55%
$21.23 - $22.14 $164K - $171K
17.7K $390K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
1.8K
+ 3.35%
$50.03 - $50.27 $89.9K - $90.3K
55.5K $2.78M
ECLN
First Tr Exchange Traded Fd Iv

ETFs
53
+ 0.43%
$28.78 - $30.72 $1.53K - $1.63K
12.4K $380K
Arista Networks Inc
336
+ 1.06%
N/A
32K $0
ESG
Flexshares Stoxx Us Esg Select
3.05K
New
N/A
3.05K $0
VV
Vanguard Large Cap ETF

ETFs
87
+ 4.31%
$253.32 - $282.66 $22K - $24.6K
2.11K $541K
VONE
Vanguard Russell 1000 ETF

ETFs
59
+ 3.7%
$250.16 - $278.79 $14.8K - $16.4K
1.65K $419K
IVV
Ishares Core S&P 500 ETF

ETFs
3
+ 0.34%
$554.06 - $615.85 $1.66K - $1.85K
873 $490K
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
114
+ 0.22%
$49.54 - $55.15 $5.65K - $6.29K
51.1K $2.58M
ITOT
Ishares Core S&P Total U.S. St

ETFs
206
+ 0.51%
$120.29 - $134.6 $24.8K - $27.7K
40.8K $4.98M
NVDA
Nvidia Corp

Technology
232
+ 1.76%
$106.98 - $149.43 $24.8K - $34.7K
13.4K $1.46M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
108
+ 0.14%
$507.05 - $563.67 $54.8K - $60.9K
75K $38.5M
Activity Summary
Buys All Purchases 35 New Holdings 19 Increased Positions 16 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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