Retirement Capital Strategies Reduced Holdings in Q3 2025

Retirement Capital Strategies

  • $243 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-3.98K
- 39.53%
$82.38 - $83.0 $328K - $330K
6.09K $505K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-1.81K
- 3.06%
$99.12 - $99.52 $180K - $181K
57.5K $5.72M
TFLO
Ishares Treasury Floating Rate

ETFs
-1.06K
- 1.31%
$50.45 - $50.65 $53.3K - $53.5K
79.8K $4.04M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-1.14K
- 4.42%
$50.47 - $50.74 $57.4K - $57.7K
24.6K $1.25M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-867
- 0.73%
$50.08 - $50.37 $43.4K - $43.7K
118K $5.93M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-624
- 1.29%
$50.52 - $50.75 $31.5K - $31.7K
47.7K $2.42M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
-770
- 0.84%
$50.37 - $50.7 $38.8K - $39K
91.4K $4.63M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-251
- 1.05%
$117.65 - $120.08 $29.5K - $30.1K
23.7K $2.83M
MSFT
Microsoft Corp

Technology
-301
- 4.55%
$491.09 - $535.64 $148K - $161K
6.32K $3.27M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-2.27K
- 1.2%
$45.6 - $46.92 $103K - $106K
187K $8.74M
MBB
Ishares Tr

ETFs
-119
- 4.5%
$92.46 - $95.73 $11K - $11.4K
2.52K $240K
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
-1.18K
- 1.09%
$21.91 - $22.57 $25.9K - $26.6K
107K $2.41M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.89K
- 1.08%
$97.75 - $100.75 $185K - $190K
174K $17.4M
TIP
Ishares Tr Tips Bd ETF

ETFs
-280
- 1.23%
$109.11 - $111.88 $30.6K - $31.3K
22.5K $2.5M
IEF
Ishares Barclays

ETFs
-287
- 0.81%
$93.91 - $97.26 $27K - $27.9K
35.3K $3.41M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-366
- 2.02%
$21.77 - $22.57 $7.97K - $8.26K
17.7K $397K
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-112K
- 51.4%
N/A
105K $0
Rbb Fd Inc
-993
- 1.19%
N/A
82.3K $0
EUSB
Ishares Tr Esg Advanced Total

Technology
-349
- 0.58%
$42.97 - $44.2 $15K - $15.4K
60.3K $2.65M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-326
- 0.58%
$46.86 - $48.27 $15.3K - $15.7K
56K $2.69M
MGC
Vanguard Mega Cap ETF

ETFs
-46
- 3.48%
$224.2 - $245.55 $10.3K - $11.3K
1.28K $311K
MMM
3 M CO

Industrials
-481
- 1.46%
$144.41 - $160.2 $69.5K - $77.1K
32.5K $5.04M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-84
- 1.1%
$134.94 - $145.86 $11.3K - $12.3K
7.57K $1.1M
INTC
Intel Corp

Technology
-1K
- 7.15%
$19.31 - $35.5 $19.3K - $35.5K
13K $435K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.43K
- 5.6%
$567.77 - $614.76 $810K - $877K
24.1K $14.7M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-5.05K
- 3.61%
$74.93 - $80.73 $378K - $408K
135K $10.9M
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
-7.29K
- 4.15%
$58.56 - $63.63 $427K - $464K
168K $10.7M
AAPL
Apple Inc.

Technology
-91
- 0.33%
$202.38 - $256.87 $18.4K - $23.4K
27.4K $6.98M
VT
Vanguard Total World Stk Index

ETFs
-3.96K
- 1.67%
$128.41 - $138.03 $509K - $547K
233K $32.2M
Activity Summary
Buys All Purchases 11 New Holdings 0 Increased Positions 11 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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