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Home > Institutional Investor > Retirement Capital Strategies > Profile

Instuitional Investor - Retirement Capital Strategies

Fund Profile
Filing Period:
Fund Name: Retirement Capital Strategies
Portfolio Value $269,681,265
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Intl Equity Index Funds
 VWO 214,355 $30,236,935 11.21%
2.
Vanguard Index Fds
 84,653 $28,381,620 10.52%
3.
Vanguard Bond Index Funds
 BND 243,068 $18,930,145 7.02%
4.
Ishares Trust
 IEF 185,897 $18,567,364 6.88%
5.
Vanguard Index Fds
 23,987 $15,042,967 5.58%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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