Retirement Capital Strategies Portfolio Holdings
Retirement Capital Strategies
- $255 Million
- Q3 2024
Retirement Capital Strategies has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $255 Million distributed in 65 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $40.2M, Spdr Ser Tr Spdr S&P 500 Esg E with a value of $38.2M, Ishares Core U.S. Aggregate Bo with a value of $17.3M, Ishares Core Total Usd Bond Ma with a value of $17.1M, and Spdr Portfolio S&P 1500 Compos with a value of $12.5M.
Examining the 13F form we can see an increase of $6.35M in the current position value, from $249M to 255M.
Below you can find more details about Retirement Capital Strategies portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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