Retirement Capital Strategies Portfolio Holdings by Sector

Retirement Capital Strategies

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VOO VTHR BILS BIL SPTM SGOV ESGV IUSB 56 stocks	$211,216 89.2% of portfolio	31	18	23	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$7,026 2.97% of portfolio	-	1	-	-	0 Calls 0 Puts
Conglomerates \| Industrials MMM 1 stocks	$4,315 1.82% of portfolio	-	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services LPLA 1 stocks	$3,278 1.38% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$2,837 1.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA INTC 2 stocks	$2,051 0.87% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ETN GE 2 stocks	$1,658 0.7% of portfolio	-	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$1,555 0.66% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$1,408 0.59% of portfolio	1	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$840 0.35% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology CDNS 1 stocks	$401 0.17% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$207 0.09% of portfolio	1	-	1	-	0 Calls 0 Puts

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