Instuitional Investor - Retirement Capital Strategies
Fund Profile
Filing Period:
| Fund Name: | Retirement Capital Strategies |
| Portfolio Value | $263,984,092 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 74,863 | $40,337,063 | 15.28% | |
| 2. | Vanguard Scottsdale Funds | 97,320 | $25,277,897 | 9.57% | |
| 3. | Spdr Ser Tr | 160,238 | $15,887,598 | 6.01% | |
| 4. | Spdr Ser Tr | 138,497 | $12,662,781 | 4.79% | |
| 5. | Spdr Series Trust | 176,098 | $12,578,680 | 4.76% |
