Retirement Capital Strategies Portfolio Holdings by Sector

Retirement Capital Strategies

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VOO AGG IUSB SPTM BIV ESGV TLH ITOT 47 stocks	$179,124 87.06% of portfolio	26	14	16	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$6,773 3.29% of portfolio	-	1	-	-	0 Calls 0 Puts
Conglomerates \| Industrials MMM 1 stocks	$4,568 2.22% of portfolio	-	-	-	-	0 Calls 0 Puts
Computer Hardware \| Technology ANET 1 stocks	$3,041 1.48% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$2,911 1.41% of portfolio	-	1	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services LPLA 1 stocks	$2,336 1.14% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA INTC 2 stocks	$1,845 0.9% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ETN GE 2 stocks	$1,699 0.83% of portfolio	-	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$1,538 0.75% of portfolio	1	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$755 0.37% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology CDNS 1 stocks	$574 0.28% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$574 0.28% of portfolio	-	1	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare KZR 1 stocks	$11 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts

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