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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
8
0
1
0
1
0
5
0
1
RETIREMENT CAPITAL STRATEGIES

Time Period2018-12-31

Total Holdings46

Total Value ($x1000)178,235
Activities
New9

Increased8

Unchanged14

Decreased15

Sold Out10

Top 10 Stock Holdingstotal 79.85%
VOO20.83

BND17.27

VXUS12.45

BNDX10.73

SHYG4.32

 
USMV4.18

MMM2.89

MDY2.88

BNDW2.18

VTI2.12

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VOO
20.83%
SHS
BND
17.27%
TOTAL BND MRKT
VXUS
12.45%
VG TL INTL STK F
BNDX
10.73%
INTL BD IDX ETF
SHYG
4.32%
0-5YR HI YL CP
USMV
4.18%
USA MIN VOL ETF
MMM
2.89%
COM
MDY
2.88%
UTSER1 S&PDCRP
BNDW
2.18%
TOTAL WLD BD ETF
VTI
2.12%
TOTAL STK MKT
XMLV
2.11%
S&P MIDCP LOW
VXF
2.01%
EXTEND MKT ETF
ICSH
1.41%
LIQUID INC ETF
VB
1.28%
SMALL CP ETF
VSGX
1.11%
ESG INTL STK ETF
VWO
1.05%
FTSE EMR MKT ETF
ESGU
0.99%
ETF MSCI USA
VNQ
0.91%
REIT ETF
INTC
0.8%
COM
AAPL
0.78%
COM
MTUM
0.66%
MSCI USAMOMFCT
VEA
0.66%
FTSE DEV MKT ETF
IUSB
0.57%
CORE TL USD BD
ESGV
0.54%
ESG US STK ETF
ADBE
0.52%
COM
SHE
0.5%
SSGA GNDER ETF
CMF
0.45%
CALI AMT-FRE ETF
CSCO
0.42%
COM
HPQ
0.36%
COM
LPLA
0.34%
COM
ESGD
0.28%
MSCI EAFE ESG
BIIB
0.23%
COM
XOM
0.22%
COM
HPE
0.21%
COM
ESML
0.2%
MSCI USA SMALL
NUBD
0.2%
ESG US AGGRGTE
BRK.A
0.17%
CL A
ETN
0.16%
SHS
BSV
0.15%
SHORT TRM BOND
CBSH
0.14%
COM
IVV
0.13%
CORE S&P500 ETF
WAL
0.13%
COM
MDT
0.12%
SHS
A
0.12%
COM
ICLN
0.12%
GL CLEAN ENE ETF
GE
0.09%
COM
AGG
0.72%
CORE TOTUSBD ETF
DSI
0.39%
MSCI KLD400 SOC
GRNB
0.2%
GREEN BD ETF
GWL
0.17%
S&P WRLD EX US
ESGE
0.15%
MSCI EM ESG SE
DXC
0.15%
COM
SUSB
0.12%
ESG 1 5 YR USD
TEL
0.11%
REG SHS
VT
0.1%
TT WRLD ST ETF
LMT
0.1%
COM