Retirement Capital Strategies Reduced Holdings in Q4 2024

Retirement Capital Strategies

  • $257 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
-473K
- 69.03%
$55.05 - $58.86 $26M - $27.8M
212K $12M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-98.7K
- 57.93%
$96.64 - $101.23 $9.54M - $9.99M
71.7K $6.95M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-194K
- 53.51%
$45.07 - $47.1 $8.73M - $9.12M
168K $7.61M
EUSB
Ishares Tr Esg Advanced Total

Technology
-53.9K
- 22.53%
$42.39 - $44.29 $2.28M - $2.39M
185K $7.87M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-44.1K
- 79.04%
$46.33 - $48.6 $2.04M - $2.14M
11.7K $542K
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
-86.7K
- 81.51%
$21.66 - $22.69 $1.88M - $1.97M
19.7K $428K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-56K
- 84.88%
$21.43 - $22.55 $1.2M - $1.26M
9.97K $214K
IVV
Ishares Core S&P 500 ETF

ETFs
-642
- 42.46%
$570.51 - $610.59 $366K - $392K
870 $512K
CDNS
Cadence Design Systems Inc

Technology
-786
- 37.06%
$249.1 - $324.54 $196K - $255K
1.34K $401K
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
-2.45K
- 4.59%
$51.94 - $55.55 $127K - $136K
51K $2.72M
XVV
Ishares Tr Esg Screened S&P 50

ETFs
-2.37K
- 4.43%
$43.67 - $47.04 $103K - $111K
51.2K $2.32M
VV
Vanguard Large Cap ETF

ETFs
-134
- 6.22%
$260.27 - $280.65 $34.9K - $37.6K
2.02K $544K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1.14K
- 2.73%
$124.26 - $134.12 $142K - $153K
40.6K $5.22M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
-404
- 2.1%
$100.38 - $107.86 $40.6K - $43.6K
18.8K $1.94M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-2.94K
- 3.21%
$100.18 - $109.1 $295K - $321K
88.7K $9.31M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
-102
- 1.62%
$47.66 - $51.97 $4.86K - $5.3K
6.21K $302K
Solventum Corp
-84
- 1.01%
N/A
8.27K $0
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-140
- 1.64%
$124.61 - $133.96 $17.4K - $18.8K
8.39K $1.08M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-120
- 0.66%
$118.0 - $127.04 $14.2K - $15.2K
18.2K $2.21M
VTI
Vanguard Total Stock Market Et

ETFs
-66
- 1.21%
$280.04 - $302.45 $18.5K - $20K
5.37K $1.56M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-2.68K
- 1.5%
$69.3 - $74.3 $186K - $199K
176K $12.6M
MGC
Vanguard Mega Cap ETF

ETFs
-1
- 0.01%
$204.21 - $220.18 $204 - $220
13.8K $2.94M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.24K
- 1.63%
$521.84 - $558.82 $647K - $692K
74.9K $40.3M
AAPL
Apple Inc.

Technology
-1.02K
- 3.52%
$221.69 - $259.02 $227K - $265K
28.1K $7.03M
Activity Summary
Buys All Purchases 39 New Holdings 29 Increased Positions 10 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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