Retirement Capital Strategies New Holdings in Q4 2024

Retirement Capital Strategies

  • $257 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTHR
Vanguard Russell 3000 ETF

ETFs
97.3K
New
$251.33 - $271.45 $24.5M - $26.4M
97.3K $25.3M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
160K
New
$99.0 - $99.5 $15.9M - $15.9M
160K $15.9M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
138K
New
$91.29 - $91.8 $12.6M - $12.7M
138K $12.7M
HYXF
Ishares Tr Esg Advanced High Y

ETFs
130K
New
$46.03 - $47.13 $5.98M - $6.12M
130K $6M
VOX
Vanguard Communication Service

ETFs
26.4K
New
$144.31 - $163.57 $3.81M - $4.32M
26.4K $4.09M
HYG
Ishares Tr

ETFs
45.9K
New
$78.09 - $80.04 $3.59M - $3.67M
45.9K $3.61M
TFLO
Ishares Treasury Floating Rate

ETFs
67.5K
New
$50.37 - $50.63 $3.4M - $3.42M
67.5K $3.41M
VFH
Vanguard Financial ETF

ETFs
26.4K
New
$108.87 - $126.2 $2.87M - $3.33M
26.4K $3.11M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
53.7K
New
$50.0 - $50.27 $2.68M - $2.7M
53.7K $2.69M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
46K
New
$22.65 - $23.8 $1.04M - $1.09M
46K $1.05M
GBIL
Goldman Sachs Access Treasury

ETFs
10K
New
$99.85 - $100.22 $999K - $1M
10K $999K
HYHG
Proshares High Yield Interest

ETFs
15K
New
$64.27 - $65.97 $965K - $990K
15K $983K
VCR
Vanguard Consumer Discretionar

ETFs
2.6K
New
$328.51 - $401.37 $855K - $1.04M
2.6K $977K
XLY
Select Sector Spdr Consumer Di

ETFs
4.17K
New
$194.8 - $239.43 $812K - $998K
4.17K $935K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
9.06K
New
$81.6 - $90.89 $739K - $823K
9.06K $777K
USXF
Ishares Esg Advanced Msci Usa

Technology
15.1K
New
$48.45 - $52.57 $730K - $792K
15.1K $749K
USFR
Wisdomtree Floating Rate Treas

ETFs
10.4K
New
$50.23 - $50.46 $521K - $524K
10.4K $522K
SHV
Ishares Tr

ETFs
4.54K
New
$109.92 - $110.57 $499K - $502K
4.54K $499K
VGSH
Vanguard

ETFs
8.58K
New
$58.02 - $58.88 $498K - $505K
8.58K $499K
SPTS
Spdr Portfolio Short Term Trea

ETFs
17.2K
New
$28.88 - $29.33 $498K - $505K
17.2K $499K
SCHO
Schwab Short Term Us Treasury

ETFs
20.7K
New
$24.06 - $48.88 $498K - $1.01M
20.7K $497K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
7.6K
New
$44.28 - $51.47 $337K - $391K
7.6K $360K
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
10.9K
New
$21.02 - $21.57 $228K - $234K
10.9K $229K
AMZN
Amazon Com Inc

Consumer Cyclical
948
New
$180.88 - $232.93 $171K - $221K
948 $207K
OBIL
Rbb Fd Inc Us Treas 12 Month B
10K
New
N/A
10K $0
Rbb Fd Inc
20K
New
N/A
20K $0
Arista Networks Inc
31.7K
New
N/A
31.7K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
20K
New
N/A
20K $0
Activity Summary
Buys All Purchases 39 New Holdings 29 Increased Positions 10 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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