Instuitional Investor - Retirement Capital Strategies
Fund Profile
Filing Period:
| Fund Name: | Retirement Capital Strategies |
| Portfolio Value | $256,128,504 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 74,971 | $38,528,290 | 15.04% | |
| 2. | Ishares Tr - MSCI ACWI ETF | 204,176 | $23,764,045 | 9.28% | |
| 3. | Spdr Series Trust | 171,650 | $11,673,917 | 4.56% | |
| 4. | Spdr Ser Tr - S&P 500 ESG ETF | 208,033 | $11,129,766 | 4.35% | |
| 5. | IEF | 100,605 | $9,951,835 | 3.89% |
