• 13F History

RETIREMENT CAPITAL STRATEGIES

13F Filings History

Latest 13F report
Q4 2024 - Feb 7, 2025
Value $
$264M
Signature - Title
Theresa Vasquez - CCO
Location
San Jose, CA
Summary
This page shows a list of all the recent 13F filings made by RETIREMENT CAPITAL STRATEGIES. Form 13F is required to be filed within 45 days of the end of a calendar quarter. RETIREMENT CAPITAL STRATEGIES reported 77 stock holdings with total value $264M as of Q4 2024. Top holdings included VOO, VTHR, BILS, BIL, and SPTM.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 77 $264M +$109M -$103M +$6.47M VOO, VTHR, BILS, BIL, SPTM 13F-HR 2/7/2025, 03:11 PM
Q3 2024 65 $256M +$89.8M -$92.9M -$3.1M VOO, EFIV, AGG, IUSB, SPTM 13F-HR 11/12/2024, 06:12 AM
Q2 2024 66 $249M +$146M -$146M -$309K VOO, EFIV, SGOV, TFLO, GSY 13F-HR 8/13/2024, 08:44 PM
Q1 2024 69 $245M +$95M -$92.2M +$2.74M ESGV, XVV, IUSB, VOO, SPTM 13F-HR 5/13/2024, 09:35 PM
Q4 2023 70 $231M +$142M -$140M +$2.85M EFIV, ESGV, IUSB, SPTM, SPMB 13F-HR 2/14/2024, 12:03 PM
Q3 2023 76 $213M +$134M -$134M -$153K VOO, ITOT, BIL, SGOV, SPTM 13F-HR 11/13/2023, 01:02 PM
Q2 2023 72 $217M +$133M -$124M +$9.21M XVV, ESGV, STIP, SPTM, VOO 13F-HR 8/14/2023, 07:04 AM
Q1 2023 42 $206M +$147M -$86.6M +$60.1M BIL, SGOV, SHY, VTIP, STIP 13F-HR 5/8/2023, 08:22 PM
Q4 2022 40 $204M +$109M -$91.5M +$17.4M VOO, VTI, FLOT, BND, BNDX 13F-HR 2/7/2023, 02:35 PM
Q3 2022 48 $219M +$144M -$79M +$65.1M SH, BIL, NEAR, FLOT, JPST 13F-HR 11/10/2022, 02:13 PM
Q2 2022 58 $222M +$71.2M -$56.8M +$14.4M VTI, STIP, BIL, VOO, SH 13F-HR 7/28/2022, 07:56 PM
Q1 2022 59 $249M +$81.7M -$45.5M +$36.1M VOO, VTI, STIP, BND, IUSB 13F-HR 4/20/2022, 08:22 PM
Q4 2021 76 $272M +$46.4M -$4.77M +$41.6M VOO, BND, VTI, STIP, ESGU 13F-HR 2/2/2022, 04:59 PM
Q3 2021 70 $261M +$84.1M -$81M +$3.18M VOO, BND, VTI, STIP, VGIT 13F-HR 10/28/2021, 02:25 PM
Q2 2021 79 $262M +$123M -$122M +$658K VOO, STIP, VTI, PBTP, SPIP 13F-HR 7/27/2021, 07:48 PM
Q1 2021 75 $254M +$162M -$148M +$14.2M TBX, STIP, VGSH, TBF, SJNK 13F-HR 4/29/2021, 05:24 PM
Q4 2020 64 $238M +$83.7M -$27M +$56.6M BND, VOO, ICLN, XITK, TECB 13F-HR 2/12/2021, 12:58 PM
Q3 2020 64 $216M +$102M -$98.3M +$3.99M VGLT, VOO, VGIT, BND, XITK 13F-HR 11/13/2020, 11:25 AM
Q2 2020 47 $211M +$92.2M -$15.8M +$76.4M BND, VOO, TECB, BNDW, VGSH 13F-HR 8/11/2020, 03:08 PM
Q1 2020 40 $183M +$81.7M -$40.6M +$41.2M BND, VOO, USMV, BNDW, ICSH 13F-HR 5/14/2020, 05:27 PM
Q4 2019 54 $210M +$9.33M -$6.71M +$2.62M VOO, VXUS, BNDX, BND, USMV 13F-HR 2/11/2020, 06:17 PM
Q3 2019 53 $199M +$15.8M -$16.4M -$605K VOO, VXUS, BNDX, BND, USMV 13F-HR 11/7/2019, 12:34 PM
Q2 2019 52 $201M +$11.1M -$7.15M +$3.91M VOO, VXUS, BNDX, BND, SHYG 13F-HR 8/2/2019, 02:28 PM
Q1 2019 48 $196M +$25.6M -$19.8M +$5.78M VOO, VXUS, BNDX, BND, SHYG 13F-HR 5/14/2019, 01:52 PM
Q4 2018 45 $177M +$43.8M -$46.1M -$2.31M VOO, BND, VXUS, BNDX, SHYG 13F-HR 1/16/2019, 06:53 PM
Q3 2018 46 $202M +$16.9M -$9.22M +$7.72M VOO, BND, VXUS, BNDX, MDY 13F-HR 10/11/2018, 09:46 PM
Q2 2018 28 $189M +$5.42M -$7.28M -$1.86M VOO, BND, VXUS, BNDX, MDY 13F-HR 8/9/2018, 02:04 PM
Q1 2018 21 $190M +$3.67M -$3.08M +$596K VOO, BND, VXUS, BNDX, MDY 13F-HR 5/1/2018, 08:31 PM
Q4 2017 21 $193M +$4.38M -$1.91M +$2.47M VOO, BND, VXUS, BNDX, MDY 13F-HR 2/2/2018, 05:33 PM
Q3 2017 15 $185M +$3.03M -$1.58M +$1.45M VOO, BND, VXUS, BNDX, MDY 13F-HR 11/14/2017, 04:07 PM
Q2 2017 15 $178M +$1.07M -$2.71M -$1.65M VOO, BND, VXUS, BNDX, MDY 13F-HR 8/3/2017, 07:16 PM
Q1 2017 14 $176M +$624K -$1.83M -$1.2M VOO, BND, VXUS, BNDX, MDY 13F-HR 4/20/2017, 06:25 PM
Q4 2016 16 $173M +$517K -$1.59M -$1.08M VOO, BND, VXUS, BNDX, MDY 13F-HR 1/18/2017, 05:50 PM
Q3 2016 16 $174M +$933K -$1.29M -$355K VOO, BND, VXUS, BNDX, MDY 13F-HR 10/28/2016, 04:58 PM
Q2 2016 14 $170M +$37.9K -$2.58M -$2.54M VOO, BND, VXUS, BNDX, MDY 13F-HR 8/15/2016, 11:04 AM
Q1 2016 17 $172M +$4.85M -$219K +$4.63M BND, VOO, VXUS, BNDX, MDY 13F-HR 4/27/2016, 02:56 PM
Q4 2015 13 $163M +$2.78M -$907K +$1.87M VOO, BND, VXUS, BNDX, MDY 13F-HR 12/1/2016, 03:05 PM
Q3 2015 13 $158M +$4.44M -$719K +$3.72M BND, VOO, VXUS, BNDX, MDY 13F-HR 12/1/2016, 03:05 PM
Q2 2015 13 $164M +$11M -$179K +$10.8M VOO, BND, VXUS, BNDX, MDY 13F-HR 12/1/2016, 03:05 PM
Q1 2015 14 $171M +$3.07M -$2.34M +$738K BND, VOO, VXUS, VDE, BNDX 13F-HR 12/1/2016, 03:05 PM
Q4 2014 14 $168M +$76.9M -$19.9M +$57M VOO, BND, VXUS, VDE, BNDX 13F-HR 12/1/2016, 03:05 PM
Q3 2014 9 $110M +$1.07M +$1.07M VOO, VDE, MDY, VB, VNQ 13F-HR 12/1/2016, 03:05 PM
Q2 2014 9 $113M +$71.1K -$1M -$930K VOO, VDE, MDY, VB, VNQ 13F-HR 12/1/2016, 03:05 PM
Q1 2014 9 $107M +$4.84M -$549K +$4.29M VOO, VDE, MDY, VB, VNQ 13F-HR 12/1/2016, 03:05 PM
Q4 2013 9 $101M VOO, VDE, MDY, VB, VNQ 13F-HR 12/1/2016, 03:05 PM