Retirement Capital Strategies Portfolio Holdings by Sector
Retirement Capital Strategies
- $250 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VOO ACWI SPTM AGG BIV SGOV GBIL IUSB 57 stocks |
$212,406
90.1% of portfolio
|
  31  
|
  14  
|
  17  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$6,220
2.64% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Conglomerates | Industrials
MMM 1 stocks |
$4,905
2.08% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Capital Markets | Financial Services
LPLA 1 stocks |
$3,284
1.39% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$2,523
1.07% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA INTC 2 stocks |
$1,772
0.75% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
ETN GE 2 stocks |
$1,484
0.63% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1,459
0.62% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Communication Equipment | Technology
CSCO 1 stocks |
$876
0.37% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$819
0.35% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|