| Retirement Capital Strategies Inc |
| CRD # | 139009 |
| SEC # | 801-70918 |
| CIK # | 0001672681 |
| AUM | $212.2 MM |
| Employees | 7 |
| Phone | 408-551-6100 |
| Address | 1190 Saratoga Ave, Suite 140
San Jose, CA 95129 |
| Links |
IAPD
EDGAR
Website
|
| Sector |
Holding |
Cap ($MM) |
Value ($MM) |
|
VOO |
|
58.3 |
|
BND |
|
52.6 |
|
VXUS |
|
23.7 |
|
BNDX |
|
16.8 |
|
MDY |
|
15.7 |
|
VB |
|
7.4 |
|
VWO |
|
5.2 |
|
VNQ |
|
4.8 |
|
INTC |
239,910.0 |
1.6 |
|
AAPL |
843,560.0 |
1.4 |
|
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|
[{"dt": "2017-01-19", "sector": "Basic Industries", "value": 0}, {"dt": "2017-01-19", "sector": "Capital Goods", "value": 0}, {"dt": "2017-01-19", "sector": "Consumer Durables", "value": 0}, {"dt": "2017-01-19", "sector": "Consumer Non-Durables", "value": 0}, {"dt": "2017-01-19", "sector": "Consumer Services", "value": 0}, {"dt": "2017-01-19", "sector": "Energy", "value": 0.000795}, {"dt": "2017-01-19", "sector": "Exchange-Traded Fund", "value": 0.168534}, {"dt": "2017-01-19", "sector": "Finance", "value": 0.000356}, {"dt": "2017-01-19", "sector": "Health Care", "value": 0}, {"dt": "2017-01-19", "sector": "Miscellaneous", "value": 0}, {"dt": "2017-01-19", "sector": "n/a", "value": 0}, {"dt": "2017-01-19", "sector": "Public Utilities", "value": 0.000263}, {"dt": "2017-01-19", "sector": "Technology", "value": 0.003047}, {"dt": "2017-01-19", "sector": "Transportation", "value": 0}, {"dt": "2018-02-05", "sector": "Basic Industries", "value": 0}, {"dt": "2018-02-05", "sector": "Capital Goods", "value": 0}, {"dt": "2018-02-05", "sector": "Consumer Durables", "value": 0}, {"dt": "2018-02-05", "sector": "Consumer Non-Durables", "value": 0.000238}, {"dt": "2018-02-05", "sector": "Consumer Services", "value": 0}, {"dt": "2018-02-05", "sector": "Energy", "value": 0.001013}, {"dt": "2018-02-05", "sector": "Exchange-Traded Fund", "value": 0.185952}, {"dt": "2018-02-05", "sector": "Finance", "value": 0.000574}, {"dt": "2018-02-05", "sector": "Health Care", "value": 0}, {"dt": "2018-02-05", "sector": "Miscellaneous", "value": 0}, {"dt": "2018-02-05", "sector": "n/a", "value": 0}, {"dt": "2018-02-05", "sector": "Public Utilities", "value": 0}, {"dt": "2018-02-05", "sector": "Technology", "value": 0.005074}, {"dt": "2018-02-05", "sector": "Transportation", "value": 0}]
[{"x": "2012", "y": 0.1353096}, {"x": "2013", "y": 0.13969135}, {"x": "2014", "y": 0.1466985}, {"x": "2015", "y": 0.170743635}, {"x": "2016", "y": 0.183077028}, {"x": "2017", "y": 0.191547042}, {"x": "2018", "y": 0.191547042}, {"x": "2019", "y": 0.21221884}]