Retirement Capital Strategies Inc

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Assets, Funds, Holdings

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Retirement Capital Strategies Inc
CRD #139009
SEC #801-70918
CIK #
AUM $177.6 MM (100% Disc, 100% US)
Employees7 (57% Investors, 0% Brokers)
Phone408-551-6100
Address1190 Saratoga Ave, Suite 140
San Jose, CA 95129
Source IAPDexternal Websiteexternal Facebookexternal
Total AUM ($BB)
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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Holdings by Sector ($BB)
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