account_balance
Investment manager · 13F filer · SEC CIK 1672681
Retirement Capital Strategies
Reported value$288Mas of Sep 30, 2026
Positions62 2 new, 8 sold out
Top 10 weight67.0%VT alone is 12%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTVanguard Intl Equity Index F
11.7%Trimmed −2%
VTIVanguard Index FDS
11.1%
BILSSPDR Series Trust
8.2%Added +1662%
SHViShares Tr
7.8%Added +2557%
TFLOiShares Tr
7.2%Added +4220%
VOOVanguard Index FDS
5.8%
SPTMSPDR Series Trust
4.2%
JPSTJ P Morgan Exchange Traded F
3.9%
EFIVSPDR Series Trust
3.9%Trimmed −4%
AAPLApple Inc.
3.2%
GSYInvesco Actively Managed Exc
3.0%
ITOTiShares Tr
2.4%
VTVanguard Intl Equity Index F
11.7%Trimmed −2%
VTIVanguard Index FDS
11.1%
BILSSPDR Series Trust
8.2%
SHViShares Tr
7.8%
TFLOiShares Tr
7.2%+4220%
VOOVanguard Index FDS
5.8%
SPTMSPDR Series Trust
4.2%
JPSTJ P Morgan Exchange Traded F
3.9%
EFIV3.9%
AAPLGSY3.0%
ITOT
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VT Vanguard Intl Equity Index F 11.7% Trimmed −2%
VTI Vanguard Index FDS 11.1% Held
BILS SPDR Series Trust 8.2% Added +1662%
SHV iShares Tr 7.8% Added +2557%
TFLO iShares Tr 7.2% Added +4220%
VOO Vanguard Index FDS 5.8% Held
SPTM SPDR Series Trust 4.2% Held
JPST J P Morgan Exchange Traded F 3.9% Held
EFIV SPDR Series Trust 3.9% Trimmed −4%
AAPL Apple Inc. 3.2% HeldGSY Invesco Actively Managed Exc 3.0% Held
ITOT iShares Tr 2.4% Held
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- RSPE $328K
- TBLL $291K
arrow_upwardAdded
- TFLO +4220%
- SHV +2557%
- BILS +1662%
- IHAK +280%
arrow_downwardTrimmed
- EFIV −4%
- VT −2%
remove_circleSold out
- BIV $19.8M
- IUSB $10.1M
- BND $9.08M
- EUSB $3.1M
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