RETIREMENT CAPITAL STRATEGIES — 13F holdings

RETIREMENT CAPITAL STRATEGIES reported 68 holdings worth $288M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

  1. VT VANGUARD INTL EQUITY INDEX F — $34.2M (11.9%)
  2. VTI VANGUARD INDEX FDS — $32.1M (11.2%)
  3. BIV VANGUARD BD INDEX FDS — $19.8M (6.9%)
  4. AGG ISHARES TR — $19.5M (6.8%)
  5. VOO VANGUARD INDEX FDS — $16.3M (5.7%)
  6. SPTM SPDR SERIES TRUST — $12.0M (4.2%)
  7. JPST J P MORGAN EXCHANGE TRADED F — $11.4M (4.0%)
  8. EFIV SPDR SERIES TRUST — $11.4M (4.0%)
  9. IUSB ISHARES TR — $10.1M (3.5%)
  10. BND VANGUARD BD INDEX FDS — $9.08M (3.2%)