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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
11
0
1
0
2
0
6
0
2
RETIREMENT CAPITAL STRATEGIES

Time Period2019-06-30

Total Holdings52

Total Value ($x1000)200,516
Activities
New8

Increased12

Unchanged14

Decreased18

Sold Out5

Top 10 Stock Holdingstotal 76.21%
VOO19.12

VXUS13.57

BNDX11.94

BND9.96

SHYG5.43

 
USMV5.09

BNDW2.94

XMLV2.85

QUAL2.77

VTI2.54

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VOO
19.12%
SHS
VXUS
13.57%
VG TL INTL STK F
BNDX
11.94%
INTL BD IDX ETF
BND
9.96%
TOTAL BND MRKT
SHYG
5.43%
0-5YR HI YL CP
USMV
5.09%
USA MIN VOL ETF
BNDW
2.94%
TOTAL WLD BD ETF
XMLV
2.85%
S&P MIDCP LOW
QUAL
2.77%
MSCI USA QLT FAC
VTI
2.54%
TOTAL STK MKT
MDY
2.41%
UTSER1 S&PDCRP
MMM
2.34%
COM
VXF
2.08%
EXTEND MKT ETF
ICSH
2.07%
LIQUID INC ETF
VSGX
1.35%
ESG INTL STK ETF
ESGU
1.11%
ETF MSCI USA
VB
1.07%
SMALL CP ETF
BGRN
0.96%
GBL GREEN ETF
AAPL
0.89%
COM
EAGG
0.87%
ESG US AGR BD
VEA
0.72%
FTSE DEV MKT ETF
ESGV
0.65%
ESG US STK ETF
INTC
0.6%
COM
ADBE
0.6%
COM
SHE
0.54%
SSGA GNDER ETF
IUSB
0.51%
CORE TL USD BD
CSCO
0.49%
COM
LPLA
0.41%
COM
CDNS
0.41%
COM
ESGD
0.31%
MSCI EAFE ESG
HPQ
0.28%
COM
CMF
0.26%
CALI AMT-FRE ETF
ESML
0.23%
MSCI USA SMALL
VWO
0.23%
FTSE EMR MKT ETF
XOM
0.22%
COM
ETN
0.17%
SHS
HPE
0.17%
COM
BIIB
0.16%
COM
NVDA
0.16%
COM
BRK.A
0.16%
CL A
CBSH
0.14%
COM
WAL
0.13%
COM
IVV
0.12%
CORE S&P500 ETF
TEL
0.12%
REG SHS
A
0.12%
COM
MDT
0.12%
SHS
ICLN
0.12%
GL CLEAN ENE ETF
MSFT
0.11%
COM
GE
0.11%
COM
NFLX
0.11%
COM
PYPL
0.1%
COM
MRK
0.1%
COM
ISHARES ...
0.92%
ETF
MTUM
0.75%
MSCI USAMOMFCT
BSV
0.23%
SHORT TRM BOND
ISHARES ...
0.22%
ETF
DXC
0.11%
COM