Retirement Capital Strategies Reduced Holdings in Q3 2024

Retirement Capital Strategies

  • $255 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-193K
- 98.03%
$100.3 - $100.74 $19.4M - $19.4M
3.87K $389K
XVV
Ishares Tr Esg Screened S&P 50

ETFs
-94.2K
- 63.74%
$39.71 - $44.22 $3.74M - $4.16M
53.6K $2.37M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
-17.4K
- 47.46%
$91.41 - $101.59 $1.59M - $1.76M
19.2K $1.95M
CDNS
Cadence Design Systems Inc

Technology
-1.69K
- 44.35%
$246.84 - $321.11 $417K - $543K
2.12K $574K
USSG
Dbx ETF Tr Xtrackers Msci Usa

ETFs
-6.38K
- 28.81%
$47.91 - $53.27 $306K - $340K
15.8K $839K
MSFT
Microsoft Corp

Technology
-160
- 2.31%
$395.15 - $467.56 $63.2K - $74.8K
6.77K $2.91M
MUB
Ishares National Muni Bond ETF

ETFs
-809
- 5.94%
$106.13 - $108.7 $85.9K - $87.9K
12.8K $1.39M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-189
- 4.53%
$81.31 - $83.29 $15.4K - $15.7K
3.98K $331K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-227
- 2.59%
$113.45 - $126.18 $25.8K - $28.6K
8.53K $1.08M
EDV
Vanguard Extended Duration Tre

ETFs
-989
- 5.47%
$70.73 - $83.52 $70K - $82.6K
17.1K $1.36M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-299
- 0.45%
$21.35 - $22.73 $6.38K - $6.8K
65.9K $1.49M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1.78K
- 4.08%
$113.41 - $125.62 $201K - $223K
41.7K $5.24M
MGC
Vanguard Mega Cap ETF

ETFs
-266
- 1.89%
$185.93 - $206.64 $49.5K - $55K
13.8K $2.86M
TSLA
Tesla, Inc.

Consumer Cyclical
-285
- 11.48%
$191.76 - $263.26 $54.7K - $75K
2.2K $574K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-4.31K
- 2.36%
$63.28 - $70.06 $273K - $302K
179K $12.5M
AAPL
Apple Inc.

Technology
-308
- 1.05%
$207.23 - $234.82 $63.8K - $72.3K
29.1K $6.77M
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
-12.7K
- 1.82%
$50.43 - $55.76 $640K - $708K
685K $38.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.78K
- 2.28%
$475.2 - $527.7 $844K - $938K
76.1K $40.2M
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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