Instuitional Investor - Retirement Capital Strategies
Fund Profile
Filing Period:
| Fund Name: | Retirement Capital Strategies |
| Portfolio Value | $230,653,485 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Ser Tr | 710,516 | $32,825,858 | 14.23% | |
| 2. | Vanguard World Fd | 260,107 | $22,124,708 | 9.59% | |
| 3. | Ishares Tr | 375,300 | $17,290,071 | 7.49% | |
| 4. | Spdr Series Trust | 254,922 | $14,900,173 | 6.45% | |
| 5. | Spdr Series Trust | 608,720 | $13,434,458 | 5.82% |
