Notify me when RETIREMENT CAPITAL STRATEGIES files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 68 | $269,681,265 | +$36,380,600 | -$30,046,294 | +$6,334,306 | VT, VTI, BIV, AGG, VOO | 13F-HR | 13 Feb 2026, 15:26 |
| Q3 2025 | 62 | $260,683,287 | +$7,282,166 | -$10,914,729 | -$3,632,563 | VT, VTI, BIV, AGG, VOO | 13F-HR | 12 Nov 2025, 14:16 |
| Q2 2025 | 64 | $252,382,936 | +$115,015,596 | -$131,215,930 | -$16,200,334 | VT, VTI, BIV, AGG, VOO | 13F-HR | 11 Aug 2025, 14:11 |
| Q1 2025 | 77 | $256,128,504 | +$86,195,987 | -$87,378,905 | -$1,182,918 | VOO, ACWI, SPTM, EFIV, AGG | 13F-HR | 14 May 2025, 12:51 |
| Q4 2024 | 77 | $263,984,092 | +$109,217,752 | -$102,751,619 | +$6,466,133 | VOO, VTHR, BILS, BIL, SPTM | 13F-HR | 07 Feb 2025, 15:11 |
| Q3 2024 | 65 | $255,507,358 | +$89,818,986 | -$92,923,432 | -$3,104,446 | VOO, EFIV, AGG, IUSB, SPTM | 13F-HR | 12 Nov 2024, 06:12 |
| Q2 2024 | 66 | $249,337,241 | +$145,872,620 | -$146,181,862 | -$309,242 | VOO, EFIV, SGOV, TFLO, GSY | 13F-HR | 13 Aug 2024, 20:44 |
| Q1 2024 | 69 | $244,552,642 | +$94,977,788 | -$92,234,977 | +$2,742,811 | ESGV, XVV, IUSB, VOO, SPTM | 13F-HR | 13 May 2024, 21:35 |
| Q4 2023 | 70 | $230,653,485 | +$141,648,525 | -$139,605,910 | +$2,042,615 | EFIV, ESGV, IUSB, SPTM, SPMB | 13F-HR | 14 Feb 2024, 12:03 |
| Q3 2023 | 57 | $213,540,016 | +$134,866,733 | -$134,320,127 | +$546,606 | VOO, ITOT, BIL, SGOV, SPTM | 13F-HR | 13 Nov 2023, 13:02 |
| Q2 2023 | 59 | $217,351,610 | +$132,928,166 | -$123,719,474 | +$9,208,692 | XVV, ESGV, STIP, SPTM, VOO | 13F-HR | 14 Aug 2023, 06:04 |
| Q1 2023 | 42 | $205,741,537 | +$146,726,446 | -$151,941,137 | -$5,214,691 | BIL, SGOV, SHY, VTIP, STIP | 13F-HR | 08 May 2023, 20:22 |
| Q4 2022 | 40 | $203,730,564 | +$108,924,103 | -$121,790,010 | -$12,865,907 | VOO, VTI, FLOT, BND, BNDX | 13F-HR | 07 Feb 2023, 15:35 |
| Q3 2022 | 48 | $218,573,000 | +$144,168,940 | -$143,549,974 | +$618,966 | SH, BIL, NEAR, FLOT, JPST | 13F-HR | 10 Nov 2022, 15:13 |
| Q2 2022 | 58 | $222,931,000 | +$71,154,882 | -$74,140,910 | -$2,986,028 | VTI, STIP, BIL, VOO, SH | 13F-HR | 28 Jul 2022, 19:56 |
| Q1 2022 | 60 | $249,186,000 | +$82,279,708 | -$83,984,219 | -$1,704,511 | VOO, VTI, STIP, BND, IUSB | 13F-HR | 20 Apr 2022, 20:22 |
| Q4 2021 | 76 | $272,302,000 | +$46,414,187 | -$45,172,530 | +$1,241,657 | VOO, BND, VTI, STIP, ESGU | 13F-HR | 02 Feb 2022, 17:59 |
| Q3 2021 | 70 | $260,590,000 | +$84,145,133 | -$84,871,374 | -$726,241 | VOO, BND, VTI, STIP, VGIT | 13F-HR | 28 Oct 2021, 14:25 |
| Q2 2021 | 79 | $262,320,000 | +$122,998,751 | -$122,340,496 | +$658,255 | VOO, STIP, VTI, PBTP, SPIP | 13F-HR | 27 Jul 2021, 19:48 |
| Q1 2021 | 75 | $253,748,000 | +$161,714,629 | -$155,759,291 | +$5,955,338 | TBX, STIP, VGSH, TBF, SJNK | 13F-HR | 29 Apr 2021, 17:24 |
| Q4 2020 | 64 | $246,640,000 | +$84,122,193 | -$81,984,742 | +$2,137,451 | BND, VOO, ICLN, XITK, TECB | 13F-HR | 12 Feb 2021, 13:58 |
| Q3 2020 | 65 | $216,195,000 | +$102,301,010 | -$98,474,356 | +$3,826,654 | VGLT, VOO, VGIT, BND, XITK | 13F-HR | 13 Nov 2020, 12:25 |
| Q2 2020 | 46 | $210,328,000 | +$91,801,752 | -$80,622,856 | +$11,178,896 | BND, VOO, TECB, BNDW, VGSH | 13F-HR | 11 Aug 2020, 15:08 |
| Q1 2020 | 39 | $182,602,000 | +$81,316,372 | -$90,628,263 | -$9,311,891 | BND, VOO, USMV, BNDW, ICSH | 13F-HR | 14 May 2020, 17:27 |
| Q4 2019 | 52 | $209,492,000 | +$9,331,567 | -$6,713,588 | +$2,617,979 | VOO, VXUS, BNDX, BND, USMV | 13F-HR | 11 Feb 2020, 19:17 |
| Q3 2019 | 51 | $198,186,000 | +$15,071,037 | -$18,768,134 | -$3,697,097 | VOO, VXUS, BNDX, BND, USMV | 13F-HR | 07 Nov 2019, 13:34 |
| Q2 2019 | 52 | $200,516,000 | +$11,020,392 | -$11,543,621 | -$523,229 | VOO, VXUS, BNDX, BND, SHYG | 13F-HR | 02 Aug 2019, 14:28 |
| Q1 2019 | 49 | $195,742,000 | +$25,566,232 | -$22,118,486 | +$3,447,746 | VOO, VXUS, BNDX, BND, SHYG | 13F-HR | 14 May 2019, 13:52 |
| Q4 2018 | 46 | $178,235,000 | +$44,014,717 | -$50,605,813 | -$6,591,096 | VOO, BND, VXUS, BNDX, SHYG | 13F-HR | 16 Jan 2019, 19:53 |
| Q3 2018 | 47 | $202,588,000 | +$17,499,307 | -$9,216,073 | +$8,283,234 | VOO, BND, VXUS, BNDX, MDY | 13F-HR | 11 Oct 2018, 21:46 |
| Q2 2018 | 29 | $189,524,000 | +$5,670,589 | -$7,519,800 | -$1,849,211 | VOO, BND, VXUS, BNDX, MDY | 13F-HR | 09 Aug 2018, 14:04 |
| Q1 2018 | 21 | $190,195,000 | +$3,674,892 | -$4,247,648 | -$572,756 | VOO, BND, VXUS, BNDX, MDY | 13F-HR | 01 May 2018, 20:31 |
| Q4 2017 | 21 | $192,851,000 | +$4,381,438 | -$1,909,178 | +$2,472,260 | VOO, BND, VXUS, BNDX, MDY | 13F-HR | 02 Feb 2018, 18:33 |
| Q3 2017 | 15 | $185,479,000 | +$3,031,924 | -$1,581,340 | +$1,450,584 | VOO, BND, VXUS, BNDX, MDY | 13F-HR | 14 Nov 2017, 17:07 |
| Q2 2017 | 15 | $177,908,000 | +$1,065,299 | -$2,712,699 | -$1,647,400 | VOO, BND, VXUS, BNDX, MDY | 13F-HR | 03 Aug 2017, 19:16 |
| Q1 2017 | 15 | $175,726,000 | +$623,771 | -$2,090,887 | -$1,467,116 | VOO, BND, VXUS, BNDX, MDY | 13F-HR | 20 Apr 2017, 18:25 |
| Q4 2016 | 16 | $172,995,000 | +$517,022 | -$1,592,504 | -$1,075,482 | VOO, BND, VXUS, BNDX, MDY | 13F-HR | 18 Jan 2017, 18:50 |
| Q3 2016 | 16 | $173,880,000 | +$932,640 | -$1,287,303 | -$354,663 | VOO, BND, VXUS, BNDX, MDY | 13F-HR | 28 Oct 2016, 16:58 |
| Q2 2016 | 14 | $169,840,000 | +$37,923 | -$4,101,087 | -$4,063,164 | VOO, BND, VXUS, BNDX, MDY | 13F-HR | 15 Aug 2016, 11:04 |
| Q1 2016 | 17 | $171,866,000 | +$4,845,842 | -$553,086 | +$4,292,756 | BND, VOO, VXUS, BNDX, MDY | 13F-HR | 27 Apr 2016, 14:56 |
| Q4 2015 | 14 | $163,205,000 | +$2,780,095 | -$906,946 | +$1,873,149 | VOO, BND, VXUS, BNDX, MDY | 13F-HR | 01 Dec 2016, 16:05 |
| Q3 2015 | 13 | $158,472,000 | +$4,437,629 | -$719,420 | +$3,718,209 | BND, VOO, VXUS, BNDX, MDY | 13F-HR | 01 Dec 2016, 16:05 |
| Q2 2015 | 13 | $164,445,000 | +$10,988,197 | -$15,502,616 | -$4,514,419 | VOO, BND, VXUS, BNDX, MDY | 13F-HR | 01 Dec 2016, 16:05 |
| Q1 2015 | 14 | $170,577,000 | +$3,073,336 | -$2,335,299 | +$738,037 | BND, VOO, VXUS, VDE, BNDX | 13F-HR | 01 Dec 2016, 16:05 |
| Q4 2014 | 14 | $167,730,000 | +$76,898,107 | -$19,867,244 | +$57,030,863 | VOO, BND, VXUS, VDE, BNDX | 13F-HR | 01 Dec 2016, 16:05 |
| Q3 2014 | 9 | $110,279,000 | +$1,068,410 | $0 | +$1,068,410 | VOO, VDE, MDY, VB, VNQ | 13F-HR | 01 Dec 2016, 16:05 |
| Q2 2014 | 9 | $113,300,000 | +$71,072 | -$1,000,730 | -$929,658 | VOO, VDE, MDY, VB, VNQ | 13F-HR | 01 Dec 2016, 16:05 |
| Q1 2014 | 9 | $107,223,000 | +$4,843,469 | -$549,410 | +$4,294,059 | VOO, VDE, MDY, VB, VNQ | 13F-HR | 01 Dec 2016, 16:05 |
| Q4 2013 | 9 | $100,528,000 | $0 | $0 | $0 | VOO, VDE, MDY, VB, VNQ | 13F-HR | 01 Dec 2016, 16:05 |